Next Step Tax & Accounting
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Whatever stage you're in, Next Step Advisors will help you plan for what's next.

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Early Stages

  • ​How should I fill out my W-4?
  • Do I need to file a tax return?
  • How should I be saving for my future?
  • How do I pay for school?
  • Should I start a small business?
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Growth

  • ​How do I take best advantage of employer benefits?
  • Do I need life insurance?
  • When should I start saving for retirement?
  • How will marriage/kids impact my taxes?
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Established

  • ​How do I save taxes on my income or business?
  • How do changing tax laws impact me?
  • How can I save for retirement?
  • How do I pay for kids' education?
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Retirement

  • How can I stretch my retirement income?
  • How can I deduct medical expenses?
  • How do I gift wealth to the next generation?
  • Do I need to file a tax return?
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  • Clients
    • Portal - Log In
    • Portal - Instructions