Our Wealth Management Process is a unique combination of investment advisory, relationship management and advanced planning. We are dedicated to developing and maintaining goal-focused plans that address the most significant concerns for each individual client.
We provide our clients with digital copies of all of their tax documents through a secure two-way portal. Get access to copies of your paid tax return for free, anytime from any device.
An integral part of formulating a sound Financial Plan for you includes capturing an accurate look at your tax situation. We believe in tax reduction, not only tax preparation.
April 15th is the tax-filing deadline, but planning begins January 1st.
When you file with the Tax Consultants, you get genuine high-end service with the ultimate expert tax preparation.
You don’t need to be a tax expert, that’s our job.
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we take pride in offering personalized quality service.
We strive to be your financial partner for life.
Your trusted source for expert crypto tax preparation.
Miners, day traders, casual investors, early adopters and businesses accepting cryptocurrency as payment.
I look forward to working with you and truly remaining your Financial Partner for Life.
|Monday||8:30 AM — 5:00 PM|
|Tuesday||8:30 AM — 5:00 PM|
|Wednesday||8:30 AM — 5:00 PM|
|Thursday||8:30 AM — 5:00 PM|
|Friday||8:30 AM — 5:00 PM|
2019 South Coast Media Group
Kerry Dolan Jr.
The Tax Consultants have been handling my tax returns for 10+ years. Derek and John are true professionals. They are always willing to answer my questions and make me feel comfortable. When I was thinking about getting into the crypto currency market Derek was there to help me out. I can't say enough.
2018 Herald News
2017 Herald News