TAX SERVICES
Income Tax Preparation
At Advisor Financial Services, we offer comprehensive income tax preparation
exclusively to our active wealth management clientele.
Advisor Financial Services has been preparing tax returns for 30 years, and will help you stay in compliance with the tax laws.
Our clients benefit from professionally prepared, accurate returns with a friendly experience. We also provide free electronic filing
and direct deposit for added convenience and efficiency.
Individual Tax Preparation
Enjoy professional tax preparation with a personalized, friendly experience. We ensure your return is accurate the first time, every time. Plus, all returns include free electronic filing and direct deposit for your convenience.
Tax Planning
We provide personalized, hands-on guidance to help you navigate complex tax laws. Leveraging our expertise and access to the latest tax developments, we help minimize your current tax obligations and plan strategically to reduce future liabilities.
What if my return is audited?
Receiving a letter from a tax agency can feel overwhelming, but we’re here to help. Simply upload a complete copy of the notice through our Tax Portal link at the bottom of this page, and we’ll review it with you to create a clear plan of action.