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PUTTING CLIENTS IN CONTROL
of their financial lives

Taxes

At Natural Bridges Financial Advisors we believe that understanding taxes is vital to understanding the financial situation of our clients

We offer tax preparation services as part of our annual retainer relationship.

When we prepare annual tax returns for our clients, we are able to better understand the financial impacts of many of the vital decisions that face our clients throughout the year and throughout their lives. This includes capital gains decisions, changes in employment, new home purchases and refinance decisions and much more.