Shavlik Financial Services has provided tax planning and income tax return preparation services since 1983. We are a small firm who work with a high volume of clients with a variety of different needs, including S-Corporation returns, partnerships, sole proprietorship, estates, trusts, and more. Our firm's primary focus is on individual tax preparation but we also provides financial planning, estate planning, accounting and consulting services.
We believe it is very important to know the client and not just the numbers. We prefer to meet with you face to face to gather the information needed for your return that way we can interact with you to ensure we explore all options. This allows us to fully understand our clients and provide the highest level of service given your unique situation.
We believe it is very important to know the client and not just the numbers. We prefer to meet with you face to face to gather the information needed for your return that way we can interact with you to ensure we explore all options. This allows us to fully understand our clients and provide the highest level of service given your unique situation.
Services
Gene has practiced in Long Lake since 1983 as the founder of the firm. He primarily works with individual income tax returns and estate planning for his more mature clients who have a simple estate and want to avoid probate. Ryan has been preparing income tax returns with Shavlik Financial Services since 2001.