JOSEPH DEFAZIO - Intuit TurboTax Verified Pro

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Having a strong understanding of taxes is foundational for solid financial planning. We adopted a goal-oriented and tax-sensitive approach as we collaborate with clients to develop flexible, deeply researched financial plans built around cash flow and capital utilization. Our ideal client desires to maximize their resources while maintaining control of their capital and improving their financial certainty. They understand that controlling the flow and location of their capital is foundational for long-term financial planning. 10TH STREET CAPITAL