Marshall Financial Services LLC
About
Marshall Financial Services (formally Marshall Fitzgerald and Associates) has been dedicated to serving its clients with Tax Preparation, Bookkeeping, Payroll and Business Consulting Services since 1987. Our goal has always been to provide our clients with personalized, timely, accurate and valuable financial services. Marshall Financial Services offers a comprehensive range of financial services to Individuals, Professionals, Self-Employed, Business Owners and Non-Profit Organizations.
We strive to find ways to save our clients money by looking at the big picture and researching options (when available). Every client is unique and we value the opprotunity to get to know them and their specific situation while helping them achieve their goals.
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Frequently asked questions
What is your typical process for working with a new customer?
Call or email our office to schedule a face-to-face meeting to discuss you needs. It is helpful if we can review a copy of your last filed tax return so we are able to get a good feel for your tax needs.
What education and/or training do you have that relates to your work?
Our staff has over 33 years experience in tax preparation and attend continuing education classes annually to stay abreast of the ever changing tax laws. This allows us to provide our clientele with innovatiive tax planning stratigies for both immediate and future needs.