Town Creek Financial - Fee-Only Advisor
Home
About TCF
Fee-Only Explained
TCF's Services
My Newspaper Articles
Contact TCF
Useful Links
Sponsor Links
Certified Financial Planner (TM) Marks
  

TAXES

Does your Advisor offer tax advice and tax prep service?

Less than 25% of Financial Advisors are also Tax Practitioners.

I am an IRS Enrolled Agent, which means I can represent Clients before the IRS.
Only Enrolled Agents, CPA's and Attorneys are granted this designation.

TCF Tax Services Include:

  • Preparing your Personal or Business Tax Returns.

  • Reviewing your prior Returns for Tax Planning recommendations.

  • Estate and Trust Accounting and Taxation.

  • Capital Gains, and Gift and Estate Tax Planning

  • Tax-efficient Business Structures.
Many of my Investment Advisory Clients started with a Tax Preparation Engagement.

Copyright © 2006-2007. Town Creek Financial. All Rights Reserved.
Website Design by Cast Web Design