YOUR MONEY, YOUR VALUES, YOUR SANITY

Plan Accordingly

You’ll have a personal relationship with credentialed, experienced professionals with broad expertise, available year-round at reasonable fees. Plan to reduce your taxes & meet your financial goals.

 
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Category:

Individual Income Tax

 
 

We keep your end goal in sight

Tax Conscious Services

 

Life goals

Financial Planning

What is referred to in the industry as a “comprehensive” financial plan can result in a document of dozens or even hundreds of pages, costing thousands of dollars, in which you have no investment other than money.  At 1TaxFinancial, we believe that it’s generally more effective to focus on specific areas with which you decide you want our help now!


day-to-day

Financial Counseling

Are you a spender? Feel out of control? Are you a saver? Suspect you could save more effectively? Don’t know how or what you spend it all on? Is money stress disrupting your family relationships? Feel like you should have a plan, but don’t know where to start?


Professional

Tax Preparation Services

Reduce your stress. Let me spend my summer in continuing education while you play! Professional preparation is less expensive than you think, and pays for itself in tax savings and anxiety reduction!

 
 

Your Friendly Neighborhood Tax People

So, Let's Talk!

 

or Contact Us

(513) 794-1829

Fax: (513) 631-0044   /   Email: clare@1taxfinancial.com

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