How does your tax planning help me meet my financial goals?

Careful planning can help reduce the amount of taxes you pay, both over the short term and the long term. What seems like modest savings in the short term can make a big difference over time in achieving your financial goals.

Downing Street principal Bob Morrison is a certified public accountant with broad expertise in income tax and estate tax. In contrast, most financial planners are not qualified or permitted to advise clients in these areas beyond providing rudimentary guidance.

Since taxes are the largest expense that a typical client pays annually, we believe it pays to have a planner who is qualified to give comprehensive tax advice.

Why Choose Us

Not all financial planning firms are created equal.

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What We do

A comprehensive approach, putting your interests first.

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Who We Serve

Pre-retirees, Retirees, Women in Transition

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