TAX SERVICES

FOCUSED ON YOUR BEST INTEREST

Tax Services

Personalized service is the key to an effective working relationship. Each client is unique. Each requires individual attention and understanding. We continually improve and expand our team, expertise, facilities and programs to keep pace with our clients’ requirements and to anticipate their future needs.

Individual

Determining one’s filing requirements and identifying tax incentives, deductions, and exceptions are common challenges for all tax payers and tax types. How do you meet obligations, while maximizing opportunities for savings and minimizing your rise? With ever-changing guidance from the IRS, our team of experts works diligently to stay abreast of new tax legislation so that you don’t have to.

Business

We provide comprehensive tax strategies to businesses of all sizes. Let us help you get back to focusing on why you are running this business to begin with. Understanding your business and the risks you face is our number one priority.  We start by gaining a solid understanding of your situation and your goals to ensure that we know your position within your industry. We’re here to help you evaluate and optimize tax and accounting strategies, as well as keep you in compliance.

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What Sets Us Apart?

Our Investment is Your Gain

You will benefit from the expertise and experience of our qualified personnel. We invest substantial sums in training to enable us to keep clients informed of changing economic, legislative and financial reporting conditions.

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(509) 663-1661  - Wenatchee
(800) 767-7725  - Toll Free

(509) 662-5678
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P.O. Box 3068
Wenatchee, WA 98807-3068

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Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency. Method 10® is property of Avantax Wealth ManagementSM All rights reserved 2020. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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