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Occidental Asset Management
About
How We Help
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Let's Talk
Client Login
About
How We Help
Who We Help
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Let's Talk
Client Login
Preparing for 2024 Tax Filing: A Comprehensive Roadmap to Your Tax Documentation
Wealth Management Kristen Luke 2/17/25 Wealth Management Kristen Luke 2/17/25

Preparing for 2024 Tax Filing: A Comprehensive Roadmap to Your Tax Documentation

As we progress through the year, tax season is fast approaching, and it's time for both individuals and businesses to take a close look at their finances.

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Navigating the Tax Maze: A Comprehensive Guide to Documenting Your 2023 Tax Return
Wealth Management Kristen Luke 2/13/24 Wealth Management Kristen Luke 2/13/24

Navigating the Tax Maze: A Comprehensive Guide to Documenting Your 2023 Tax Return

In this blog post, we'll help you by providing insights and guidance on the important documents you'll need to handle the complexities of tax preparation.

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Phone: (866) 520-4985
Email: info@occamllc.net

California
301 California Drive, Suite 9, Burlingame, CA 94010
648 Chenery Street, San Francisco, CA 94131

Colorado
3550 Frontier Avenue, Suite D, Boulder, CO 80301

Florida
822 N A1A Highway, Suite 310, Ponte Vedra Beach, FL 32082
220 E Central Parkway, Suite 3045, Altamonte Springs, FL 32701

Washington
1400 112th Avenue, Bellevue, WA 98004

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