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Wealth PreservationM

Through Smart Tax Planning

No wealth management plan is complete without fully integrated tax planning. Gassman Financial Group offers full-service tax-planning, preparation and accounting services.  We  provide advice that enables our clients to make informed financial decisions.

Our firm has provided trusted tax planning and accounting services for decades, and our combined credentials include Certified Public Accountants (CPAs),  Certified Financial Planners® (CFP®s), Masters in Taxation (MST), and Chartered Advisors in Philanthropy® (CAP®s), This depth and breadth of knowledge and experience helps our team supports a comprehensive strategic approach to tax planning.