Guiding You Through Tax Preparation & Planning
We know that every person’s financial picture is different. That’s why we don’t offer cookie-cutter advice or services. At Tax and Financial Strategists, we work with our clients to provide individual and customized tax planning strategies.
By reviewing your W2 and withholdings, our tax professionals can help you figure out your estimated tax liability and what you need to pay throughout the year to stay current with your tax liability. We’ll then work with you to develop strategies that minimize your tax liabilities while determining if you’ve paid enough to cover your tax liability if you’re eligible to contribute to retirement planning or making a contribution through an HSA plan to save on taxes. At Tax and Financial Strategists, we work with you to ensure that your portfolio will consider tax implications and make sure you’re up-to-date on your tax and estate planning.
Other Individuals, Trusts, Estates Services
At Tax & Financial Strategists, we offer a full suite of individual, trust, and estate tax preparation services and tax planning to achieve their financial goals. Learn more about each of our tax services 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.”