We at TaxPlus Financial Services are committed to providing the highest quality tax and financial services to our clients with careful attention to the needs and life situation of each individual. High quality tax preparation, planning and advice for individuals and life partners, small businesses, partnerships, corporations and trusts.
Health, Life and Disability and Long Term Care Insurance for individuals and small businesses. We take the time to get to know your complete financial picture to maximize your tax benefits. We are available year round as life's changes impact on your financial health. Call us today for a free evaluation of your tax, personal and business financial needs.
Health, Life and Disability and Long Term Care Insurance for individuals and small businesses. We take the time to get to know your complete financial picture to maximize your tax benefits. We are available year round as life's changes impact on your financial health. Call us today for a free evaluation of your tax, personal and business financial needs.
Services
Steven Berman, E.A., Principle of TaxPlus Financial Services has offered financial services since 1994. He is an Enrolled Agent and is licensed in Insurance as well. Steven combines his skills in tax preparation, his knowledge of insurance, mortgages and real estate with a deep commitment to support his clients to find solutions to their financial issues.
Tax Preparation for Individuals, Partnerships, Limited Liability Companies, Corporations, Estates and Trusts, and Non-profit organizations. The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax advice to meet your unique personal and business needs.
Whether you are buying your first home, moving to a new one, or looking for a vacation or investment property, we have the expertise to help you find home-buying solutions that work best for you. We can also help you refinance your home loan to lower your monthly payments or turn your equity into cash for home renovation or debt consolidation.
With careful consideration of your personal needs, we can help you determine how insurance can be part of the solution to your most important financial concerns. Life insurance planning is not only for those who support a family. There are several reasons for thorough life insurance planning, including: new home purchase, marriage, career change, retirement and estate planning.
Reviews (1)
Stecjo Schwichow
Jul 14, 2015
Report
I have used Taxplus Financial Services before they adopted the new name. It',s going on 20 years. The reason I come back every year is because of the ease of filing and the attentive service I receive.
Everyone I've encountered has been friendly and helpful.
As far as I'm concerned, no client could ask for anything more.
Everyone I've encountered has been friendly and helpful.
As far as I'm concerned, no client could ask for anything more.
