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AllSquare Wealth Management
Welcome to AllSquare Wealth Management
HOME
OUR TEAM
DOUGLAS J. BAUER CFP®
DANIEL D. BAUER, CFP®
DANIEL M. WEINBERG
BRETT HARRIS
LAURIE ROZONEWSKI
SERVICES
RETIREMENT INCOME ANALYSIS
ESTATE AND WEALTH TRANSFER PLANNING
INVESTMENT POLICY STATEMENT DEVELOPMENT
FEE-BASED PORTFOLIO MANAGEMENT
RISK-MANAGEMENT STRATEGIES
TAX PREPARATION
ARTICLES
LINKS
CONTACT
HOME
OUR TEAM
DOUGLAS J. BAUER CFP®
DANIEL D. BAUER, CFP®
DANIEL M. WEINBERG
BRETT HARRIS
LAURIE ROZONEWSKI
SERVICES
RETIREMENT INCOME ANALYSIS
ESTATE AND WEALTH TRANSFER PLANNING
INVESTMENT POLICY STATEMENT DEVELOPMENT
FEE-BASED PORTFOLIO MANAGEMENT
RISK-MANAGEMENT STRATEGIES
TAX PREPARATION
ARTICLES
LINKS
CONTACT
TAX PREPARATION
For over 15 years, we have offered tax preparation services to our clients. We specialize in preparing individual tax returns and trust and estate tax returns.
Contact us today and get your
INITIAL CONSULTATION
BOOK YOUR CONSULTATION
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