Over the years as I've expanded my staff and services, I've made an effort to maintain the one-on-one personalized attention upon which I founded Black Rock Financial Services, Inc. As we've grown to meet the ever-changing needs of our clientele, it has been that personal interaction that separates us from the larger, more impersonal accounting firms.
All of the post-graduate degrees, tax expertise and additional trainings are useless unless they're applied to an intimate knowledge of each client's personal finances, business practices, personality traits, spending habits and financial goals and aspirations. I've utilized a comprehensive approach since Black Rock's inception in 1998 and that practice remains the cornerstone of my success today.
All of the post-graduate degrees, tax expertise and additional trainings are useless unless they're applied to an intimate knowledge of each client's personal finances, business practices, personality traits, spending habits and financial goals and aspirations. I've utilized a comprehensive approach since Black Rock's inception in 1998 and that practice remains the cornerstone of my success today.
Services
Requirement as of Tax Year 2016: In order to ensure that each individual's identity and personal information is as secure as possible, the IRS and state revenue agencies now request an additional identification confirmation step. To fulfill this requirement, please provide copies of all taxpayers' unexpired Driver's Licenses.
To this day, I remain grateful to my cousin for introducing me to Tony. What started out as a directionless search for an income tax preparer, grew into one of my most valuable and meaningful professional relationships. Looking back, I realize that Tony was always "up to date" with the forever-changing income tax and financial-planning landscape.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If your family relies on your income, it's critical to know what their needs would be in the event of your death.
Reviews (1)
Jasoncompton
Mar 03, 2021
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Great business our family has been going here for years 😊. My taxes are always done timely, professional, very helpful, friendly, honest, better than advertised places. Prices are reasonable. They go above and beyond to help you as a customer/tax payer. We will always go here. Wonderful place to find. Just wish there were more than 5 stars but they are #1.
Delighted Customer,
Jason & Heather Compton 👍⭐
Delighted Customer,
Jason & Heather Compton 👍⭐
