CFS Tax Group
5.0
CFS Tax Group serves clients with holistic tax preparation and long-term tax outcome planning.
About
CFS Tax Group was established with the vision to serve clients' current tax preparation needs and plan their long-term tax outcomes. The firm prepares all forms of tax returns including 1040 personal, corporate S and C, partnerships, trust returns, and federal, state, multi-state, city, and local forms.
Services include tax preparation, tax planning, Roth IRA conversion strategies, social security taxation reduction strategies, charitable tax planning, and small business strategy development. The firm emphasizes client education and proactive tax outcome planning.
Services
Tax Preparation
Preparation of all federal and state tax forms for individuals, corporations, partnerships, trusts, and more.
Tax Planning Services
Strategic planning to optimize tax outcomes for individuals and businesses.
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