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Welcome to ABC Tax & Financial Services
We’re so glad you’re here. At ABC Tax & Financial Services, our goal is to make taxes and financial planning feel simple, approachable, and personalized. Whether you're visiting for the first time or have trusted us for years, we’re here to help you make informed, confident decisions about your finances.
Take a look around and see how we can support you, then let’s get started.
We specialize in a wide range of services, including...
Individual & Business Tax Preparation
Whether you're filing a simple return or managing complex business finances, we take the guesswork out of tax prep. Our team ensures your returns are accurate, filed on time, and optimized to help you get the best possible outcome... whether that's a refund or minimizing what you owe. We offer flexible options, including in-person appointments, secure drop-off, and virtual filing.
Tax Planning & Strategy
Tax season shouldn't be the only time you think about your finances. Our year-round tax planning services help you make smart decisions now to avoid surprises later. Whether you're self-employed, planning to retire, or managing major life changes, we'll help you take advantage of deductions, credits, and savings opportunities tailored to your goals.
IRS Resolution & Representation
Getting a notice from the IRS can be overwhelming, but you don’t have to face it alone. We’re experienced in resolving IRS issues and advocating on your behalf. From back taxes and payment plans to audits and penalty negotiations, we’ll guide you every step of the way and work to bring you peace of mind.
Education & Taxpayer Support
We believe empowered clients make better financial decisions. Through 1-on-1 support and helpful resources, we educate our clients about their tax situations, deadlines, and options. No confusing jargon; just honest, clear advice you can understand.
Bookkeeping & Small Business Support
Keeping your business finances organized shouldn’t be overwhelming, and you don’t have to do it alone. Through our partnership with our sister company, Patriot Bookkeeping LLC, we can connect you with reliable bookkeeping and small business support tailored to your needs. From monthly reconciliations and financial reporting to help with payroll, sales tax, and staying compliant, they make sure your numbers are accurate and your business is set up for success. With ABC Tax & Financial Services and Patriot Bookkeeping LLC working together, you get a trusted team that understands your full financial picture.
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