Services We Provide

At Tax Wealth & Financial Services our goal is to structure a financial plan to meet the specific needs of our clients and guide them to success in their financial goals. 

Mindset plays a pivotal role in developing a financial plan. There are several things to consider including assets, liabilities, income, expenses, investments, taxes, retirement, and your estate.

It is important to begin planning as early as possible. With your financial goals in mind, we can structure a plan that focuses on savings, minimizing expenses and liabilities, and investing to create wealth.

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up to date on changes that will affect your tax returns.

Early retirement is a common scenario for police officers. Planning for retirement as a first responder requires a unique approach to ensure financial stability and a smooth transition into this new phase of life.

The benefits of estate planning include control over asset distribution, reduced taxes and legal fees,  a smooth transition of assets to beneficiaries and preserving your legacy.

There are three different ways to cover the cost of long-term care including government programs, personal funds or private financing.

Tax resolution services work in resolving issues with the IRS including outstanding tax liabilities, property liens, offer in compromise, unfiled taxes and more.