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Personal Finance (Not Investing) • Help with finding a tax strategist

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I keep a list of them, but forum rules prevent me from linking to it. Expect to pay a lot more than most people looking for this service expect at first.
I am not affiliated with your site and will link it for you:

https://www.whitecoatinvestor.com/tax-strategists/


A lot seem Doctor focused but looks like some serve a general clientele.

Statistics: Posted by evancox10 — Mon Nov 03, 2025 9:35 pm — Replies 13 — Views 735



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