Broker Check

Advantage Tax Group LLC

Advantage Tax Group LLC

Financial Advisor, Co-Founding Partner and Certified Public Accountant

Our goal is to be your primary financial advisor. We want you to consider us your personal Chief Financial Officer.

The Reason for our Firm

Our desire is for you to pay the least amount of taxes necessary, to grow and prosper financially,while staying in compliance with all the federal, state and local taxing authorities.

Our Promise to You

We understand that our success is dependent on our trustworthiness. As a result we promise the following to our clients.

Credibility Pledge

We will maintain a high level of technical knowledge through continuing education and experience. We will be accurate and complete in our work. We will set appropriate limits and make every attempt to explain complex issues in an understandable manner. We will discuss problems, issues and errors without compromising our credibility.

Reliability Pledge

We will be dependable and deliver consistent service. We will do what we say we are going to do. We promise not to make commitments we can not keep.

Empathy Pledge

We will listen to your concerns. We will show understanding and acknowledge that your problem is not unusual or trivial. We will ask permission before we ask sensitive questions. And we will acknowledge the difficulty of your problems.