Consolidated Financial Management & Tax Service in Lake Orion, MI

Coupons to save on Special Services and Real Estate & Finance

 

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50% OFF your last year's tax prep fees from any major-chain competitors (i.e. H&R Block, Jackson Hewitt, Liberty Tax, CPA firms). Call for details.

Our firm believes in offering the community great low prices for preparing your personal and business, federal, city and state income tax returns. We are a complete independent firm with loyalty exclusive to our clients. We feel it is important to help clients avoid any undue tax liabilities to help them save as large amount of income as possible. Because we are an independent company, we are able to work with industry-leading mutual fund companies/insurance providers to create customized client portfolios. With over 30 years of experience, we are sure to be able to help you with whatever you may need.

*Weekend Appointments Available

• Income Tax Preparation
• Insurance
• Retirement Planning
• Estate Planning
• Employee & Executive Benefits
• Risk Management
• Education Funding
• Investments
• Mortgage Lending