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Financial Specialists, Inc.


Initially an individual practice helping clients with tax planning and preparation, bookkeeping, and payroll reporting, Financial Specialists, Inc. has grown to be a full-service company.  They are a QuickBooks Professional Advisor and are proud to present business consulting, investment counseling and asset management as expanded practice areas.
 
Financial Specialists, Inc. has provided clients with the exclusive combination of expertise and service that has become Financial Specialists, Inc. trademark. Financial Specialists, Inc. holds a quantity in accounting and is registered to practice before the Internal Revenue Service. Financial Specialists, Inc. also holds a Series license and has years of experience in the investment field in addition to experience in tax planning and preparation.
 
Financial Specialists, Inc. primary focus has remained the same since their established their business. They use their knowledge of the latest tax regulations and the most current technology to reduce client’s year-end tax liability as much as possible. Tax preparation, how ever, is only part of what they do for Financial Specialists, Inc. clients. In order to make sure you take advantage of all the tax benefits you are entitled to, they provide tax-planning services tailored for your own personal or business situation.
 
There are many places where you can have your tax forms filled out at the end of the year, but they consider that Financial Specialists, Inc. year-round service and on-going tax assistance is what keeps their clients returning to Financial Specialists, Inc. By designing a tax plan for you and evaluating how changes in tax rules or your own situation during the year may affect your tax liability they make actionable references that keep your taxes at the lowest level possible.
 
Everyone in Financial Specialists, Inc. office completes all of the annual continuing education requirements in their area to stay informed of the most current methods available to address your Specialists, Inc. concerns.  Though they have added staff and kept abreast of technological advances in order to offer additional services, the operating philosophy of Financial Specialists, Inc. has always remained the same.
 
They believe that their customer focus, which is grounded in active listening, thorough analysis, individual planning and accurate work done in a timely fashion results in the most profitable outcome for you and your business.

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