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Secure Future Tax Advisors

Secure Future Tax Advisors was founded to provide cost-effective tax planning & tax preparation for successful professionals, retirees, and small business owners.  Proper tax planning and tax preparation are essential keys to developing any holistic financial plan.

The biggest mistake most people make is they have a “piece-meal” plan…various parts of their plan are handled by different sources and there is no coordination among investments, 401(k)’s, insurance and taxes.  This type of planning can possibly lead to paying thousands of dollars of unnecessary taxes each and every year!

Secure Future Tax Advisors has a very experienced team of tax planning and tax preparation specialists, who can provide complete tax advice & preparation services, including Individual, Estate, Corporate, S-Corp and Partnership returns.

Our team includes 2 CPA’s with over 30 years of experience each, an accountant with his Master’s in Taxation and Enrolled Agent(EA), the highest credential the IRS awards, 30 years of accounting experience, and our Director of Operations has her MBA.

Please contact us today to take advantage of your 20% discount off last year’s tax preparation costs!

937-853-7527 OR EMAIL:  lindsey@securefuturetaxadvisor.com