Tax preparation can be difficult, time consuming, and intimidating, and yet taxes play an important role in any successful financial strategy. That is why we offer A&G Tax Service, LLC — a division of Amiot Financial Group — to provide convenient and professional tax preparation services.
For clients holding investments with our firm, our tax service is often enhanced by ready access to critical cost basis data and an awareness of their larger financial picture. Depending on your needs and the complexity of your situation, we can also offer quality professional referrals to, and coordination with, CPAs and other qualified expert tax preparers outside our firm.
For more information about A&G Tax Service, LLC, contact Lisa Greely or Larry Greely.