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Taxes Done Right

Exclusively for Straight Path Wealth Management clients.

Our Team Of Professionals, Dedicated to Your Success 

We help our wealth management clients live better lives through proactive tax planning. Our experienced professionals will take the stress, confusion, and time out of your taxes and financial planning so you can focus on what's important.

Our Services

1

Reduce the hassle, save time, and be more efficient. Let us handle those boring accounting tasks for your business.

2

Everyone wants to reduce their taxes. With our knowledge we help you get the lowest tax bill possible.

We work hard to make the complicated world of taxes easier for you and to minimize your tax burden.

3

Let our experts simplify the process.

By using the latest technology, we make payroll an easy task for you, and eliminate late penalties, interest and the time drain on your ability to grow the business.

Meet Our Team

Get a more personalized look into our teams life, click the button below.

Designations:

Certified Public Accountant (CPA)

  • Files Taxes for businesses & Individuals Taxes

  • Provide professional tax advice for long term saving

  • Strategic financial planning advice & suggestions

Client Feedback

Read more on our Testimonials page, click the button below.

Alexa B.

"Straight Path made filing taxes so much less stressful for me, highly recommend!"

Kyle H.

"The team here is very quick to respond and great at what they do! I recently had a problem I needed solved and Victoria got it sorted out and fixed very quickly and kept me up to date as she went. They are top notch!!"

Austin H.

"Always appreciate the excellent service received from everyone there."

Are you looking for comprehensive wealth management and tax / accounting services?

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CONTACT US

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