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  1. A few years ago I moved to NH from MA. I was a CPA financial advisor. Two years ago I sold my financial services practice to a young advisor in MA. Most of my clients were both tax and financial clients so I still work closely with the advisor. The time has come to get out of the tax practice as well. My biggest client is a wealthy family group with numerous partnership, trust and individual returns. I work closely with the family member who does the family's bookkeeping and oversees the family's investments. He prepares all the returns for the family utilizing ATX and I review th
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