Things We Can Do For You
We’re not just tax preparers. We feel that building relationships with clients is the most important, especially those who appreciate the same core beliefs and want to enhance their own lives and the lives of others.
We focus on reducing taxable income through income deferral or shifting deduction planning, investment, year-end planning strategies, and utilizing the current and future tax credits voted into law.
Easy, fast and no hassle. You will be partnered with an expert, and create a comprehensive plan. During the process, your expert will be with you and support your financial goals from beginning to end.
We keep your security seriously. We have software, network, personnel and policies designed to help protect your financial and personal information.
We get it. It’s a pain to deal with your finances. That’s why we’re here to help you. Here’s some helpful links to help you answer all those tax-related questions!
You need an expert that is experienced. The Tax Shop is an authorized IRS e-file provider, and has nearly over 40 years of combined experience! Call us today to meet your next financial professional!
Already a client with us? You can easily, quickly and efficiently exchange files, make a payment and communicate with us anytime of the day through our client portal.
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Tax Shop is not a subsidiary nor controlled by
Advisory Group Equity Services, Ltd.
or Trust Advisory Group Ltd.