Count on the experienced and knowledgeable team of financial professionals at Lotus Financial Services to handle your investments, financial assets, tax preparation, and insurance needs. We have over 30 years of experience to tackle your income tax returns and investments professionally. We also offer advice on choosing the right retirement and insurance plans.
Our company encourages community investment, supports local organizations, and actively participates in charity events. Our goal is to build quality client relationships through great customer service. Call us for a FREE consultation. Our professionals guide you in making investment choices that are designed to be in line with your financial goals.
Our company encourages community investment, supports local organizations, and actively participates in charity events. Our goal is to build quality client relationships through great customer service. Call us for a FREE consultation. Our professionals guide you in making investment choices that are designed to be in line with your financial goals.
Services
Lotus Financial Services offers income tax preparation and consultation, electronic filing and payment, and refund anticipation loans. The preparation fee is deducted from the refund for the refund anticipation loan. United Health Care/Golden Rule, Blue Cross/Blue Shield, and Assurant Health are some of the companies for which we write health insurance policies.
Whether you need a life insurance or an auto insurance policy that covers all major expenses, you can rely on the insurance experts at Lotus Financial Services to provide you with the best plans. We'll help you find the right insurance policy that best suits your requirements and budget. Call us for a FREE consultation.
The staff at Lotus Financial Services are knowledgeable and experienced in tax planning and preparation services. We are qualified to prepare tax returns in all 50 states. You can count on us for a prompt response and excellent customer service. We've been honored with the "Small Business of the Year" award by the Monroe County Chamber of Commerce for exceptional services.
Reviews (3)
Sherrie Kaufman
May 18, 2021
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Debra Steffes
Apr 16, 2021
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Joanie Frable
Dec 14, 2020
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My name is Frable not Gibson. Gary put my exes bank information on my return even tho I paid him with a check and said that's where I want my refund to go. I went round and round with him and the exes bank till Gary finally wrote me a check. I called yesterday morning and he assured me it was taken care of and my stimulus check would get mailed to me. Well didn't it went in the exes account. Which my name was never on. Gary claims that account number was on our previous taxes which im sure it wasn't. . I will never go there again
