Who We Are
Ph. 480-398-4788 firstname.lastname@example.org
Specializing in individual and business tax returns, we have the knowledge and expertise to handle virtually any tax return, ranging from the most simple to the most complicated corporate returns, all while ensuring our clients get the most accurate results possible. We are dedicated to attention and detail, always working closely with our clients to ensure they are served beyond their expectations.
For small and medium size businesses, we offer accurate and timely bookkeeping and payroll services at a fraction of the cost of most CPA firms. Businesses understand that they can rely on us to do what we do best, freeing them to do what they do best.
Precision Tax & Financial is a comprehensive, fee-based investment management and financial planning firm. Planning is done, and portfolio management is performed by Steve Harper, a Certified Financial Planner™, and a team of independent advisors. Our clients can place their confidence in us, knowing that we maintain a strict fiduciary responsibility–a legal obligation–to put the goals and objectives of our client’s above the firm’s, a responsibility and commitment not often shared by big banks or Wall Street brokerage firms and their associated brokers.
Initial consultations are free and always will be. Contact us today and discover why so many investors have turned to Precision Tax & Financial for sound, professional advice and strategic planning truly based on their financial goals and objectives.
Precision Financial Services specializes exclusively in assisting investors in or near retirement as they transition their growth oriented investments into income producing vehicles. Be it a 401(k), 457(b), 403(b), defined benefit plan, etc., or any combination of the group, we can assist you in tax efficient strategies for retirees in any market environment. Our clients have confidence in their retirement plan knowing that they have addressed their concerns for future income needs and needs of their loved ones.
For our clients in this arena of life, management of their principal and a plan to fulfill their income needs throughout retirement is of paramount importance. It is a charge we take very seriously.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Precisions Tax & Financial are not affiliated companies.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.