Tax Advice To Help Maintain Your Financial Independence In Retirement
The road to retirement is a long one, and we can help you take the proper steps in tax planning to reach your goals. Our tax professionals work with trusted advisors to help you achieve your financial goals — from working with you to develop an investment strategy or evaluating current investments to ensure that your portfolio will consider tax implications for an advantageous after-tax return.
Other Financial & Retirement Planning Services
At Tax & Financial Strategists, we offer a full range of tax advice and tax preparation services. Learn more about how we can help you in your retirement planning by following the links below.
“Tom Wanderon has been my accountant for more than forty years. During that time he has counseled me on everything from personal and company tax returns to mergers and acquisitions. Whatever success I have had in business, Tom has played an important role as my financial advisor.”
“Tax and Financial Strategists, LLC has been instrumental in helping us establish our business. All of our matters and concerns are met with the highest degree of professionalism and always in a timely manner. Our tax strategist, Lyn Schantz, collaborates with us to fully understand the unique aspects of our business and our income tax needs. Lyn helps to significantly reduce the tremendous burden tax preparation can be and we wouldn’t be where we are today without her expertise and guidance!”
“I have been using Tax & Financial Strategists for over 25 years. I am always impressed with their kindness and professionalism. The entire office is very helpful from the minute they answer the phone. Lisa is the best! She is always there for me and able to answer my questions.”
“I have been using Tax & Financial Strategists for all of my accounting needs personally & professionally for the past 12+ years and Lyn and her staff are remarkable. They provide great service and their efforts are unmatched. I highly recommend them.”
“Lisa Zahorian and her team have guided me through everything in terms of tax preparation and planning for the past 5 years. They take care of all of my bookkeeping so there are no surprises come tax time. Thank you!”
“Tax & Financial Strategists have been taking care of my personal and business taxes for 10 years. They also handle all of my bookkeeping. They are the BEST! I highly recommend them.”