A1 Financial Services is proud to have provided our clients with high quality services for over 20 years. Our primary focus is providing peace of mind to each client; from individuals to businesses. We are dedicated to exceeding our client’s expectations in all aspects of financial services. A1 Services extends its representation on behalf of our clients in tax proceedings, tax negotiations and tax appeals with Federal, State and local authorities.
We take seriously the saying that “failure to plan is planning to fail” therefore, we review every client’s situation in order to recommend a customized record keeping system that is sure to produce accurate financial data.
Stop by one of our office locations for consultation, you will be glad you did.
I have been in the financial services industry for over 20 years. I am a certified financial advisor, tax accountant, enrolled agent with the Internal Revenue Service to represent clients before the administrative levels of audit, collections and appeals. I am a licensed loan originator with MLB. In my career, I have had the privilege to guide clients in obtaining the American dream of homeownership by exploring the benefits of utilizing resources including 401K and other assets.
In my practice, I isolate each client’s unique circumstances to arrive at a fitting solution. Once I identify a client financial situation, I learn their personal needs, agenda and goals so that I can offer advice that they can live and grow with.
The most rewarding part is the joy and peace of mind the clients enjoy from a sound financial advice.
Accountant/EA (IRS authorized Rep)