Personal tax

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This table shows the businesses providing advice on personal tax and how their customers have rated them.

Personal tax management includes tax planning which is the logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax efficiency planning. The purpose of tax planning is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible. Tax planning thus allows the other elements of a financial plan to interact more effectively by minimizing tax liability.

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