Tax and Personal
Financial Planning


Proper tax planning makes it easier to reach your personal financial goals and afford the things you want.


Our Services

By anticipating taxes when you create your financial plan, it's possible to significantly boost how much money you will have in retirement.


Tax Strategy helps you become financially efficient
Identify opportunities to optimize your tax situation
Take advantage of tax-beneficial accounts
Make transactions in a specific way to decrease tax liability

65%

Tax Planning

Proper tax planning can save you money, enhance your investment returns, and boost your overall wealth.


76%

Personal Finance

Financial Planning, which incorporates tax planning, yields more return than just tax preparation.

Here's a few of our clients and partners

If you feel you can use guidance with your finances and a partner who wants to help you succeed, contact us at Ten Talents CPA.

Give us a call! 708.829.9460

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