About

About Advantage Tax & Financial Services

Over 30 Years of Experience | Family Owned

Over 30 Years of Experience
Family Owned

All Your Tax Service Needs

Advantage Tax & Financial Services was founded in 2003. We offer tax preparation and planning for individuals, businesses, estates and trusts. Our bookkeeping arm, Advantage Bookkeeping, offers record-keeping and payroll services to small businesses.

We're here to help you through the maze of IRS regulations and rules. Our goal is to help you plan ahead - not try to fix it later. We encourage all our clients to take part in a mid-year review to project your future tax liability and to brainstorm about ways to save taxes in the coming months. There is no charge for this meeting for our clients.

Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial and tax situation and provide you with only the highest quality information, services and products to help you reach your goals.