T
ax Services


We value each and every tax client relationship and believe in providing superior service at a reasonable cost. Your tax return will be professionally and accurately prepared in a timely manner.

Tax Return Preparation

  • Federal, state, and local returns for individuals and families
  • Out-of-state income tax returns
  • Corporate, Partnership, LLC and Sole Proprietor returns
  • Estate and trust returns
  • Quarterly estimated tax calculations

Tax Planning and Research

  • Tax projections
  • Retirement Income Planning
  • Impact of investment transactions
  • Tax minimization strategies
  • Representation before the IRS
Tax services as well as fixed insurance products and services offered by ATI Financial Services.
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This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,IL,LA,MD,NC,PA,SC,TN,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®.
Member FINRA, SIPC.
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