Advantage Tax & Financial Services

Advantage Tax & Financial Services

5.0 (3)
7 employees
23 years in business

About this pro

We pride ourselves in helping our clients make the most of their personal tax situation.  We help them maximize their deductions to avoid surprises at tax time.  We are available year around to meet with our clients - a "mid-year review" is offered as a no cost service.

Read more about this pro


Credentials

Highland, MI 48357
Email verified
Phone verified

3 Reviews

5.0

  • Barbara P.

    Linda has been preparing my income tax returns annually for many years. She is always knowledgeable, accurate and courteous. I know I can always trust her advice.

  • Monte B.

    Linda has been very helpful and trustworthy in preparing taxes and financial planning for many years. I would, and have, highly recommend her to my family and friends

  • Lynn

    Linda is great to work with for financial planning as well as preparing taxes. She is very timely in getting the taxes submitted and makes sure she's getting me the deductions I'm eligible for! She's great at answering my many questioning throughout the year involving my finances. I highly recommend her and her company.



FAQs


What is your typical process for working with a new client?

We prefer a face to face meeting with a new client.  We want the opportunity to get to know you and for you to get to know us.  We are happy to meet with you, free of charge and no obligation, before the craziness of tax season is upon us.


What education and/or training do you have that relates to your work?

As an enrolled agent, I am required to take at least 30 hours of continuing education each year.  All of our tax preparers take extensive education programs and tax updates each year.


Do you have a standard pricing system? If so, please share the details here.

Our pricing depends on the work needed.  Each return is unique.  Our base rate starts at $150.  We have found that we are reasonable for our area and very competitive.


How did you get started?

I started working for a national firm years ago when my children were young, working evenings.  After 10 years, working with clients and teaching employees, I ventured out on my own.  We've been in our current location for 13 years.


What types of customers have you worked with?

We work with all types of tax rerurns, individual, business, estates and trust.  We also provide bookkeping and payroll services for small companies.


What advice would you give a customer looking to hire a professional in your area of expertise?

Take the time to meet with them before the craziness of tax season.


Services offered

Tax Accountants Bookkeepers Business Tax Preparation Financial Advisors Payroll Services Individual Tax Preparation Tax Preparation Services