Making Cents Of It All
We’ve all heard the saying that there are only two things that we can be sure about in this life: death and taxes.
But what we don’t talk about enough is how to navigate the tax system to ensure that every person is paying only what they are required to pay.
We make the process simple and intuitive.
OUR TAX SERVICES
Strategies for tax season to keep more of what's yours
Tax
Planning
Investing is great, but not if up to 40% of your earnings go to Uncle Sam in taxes. Let's strategize!
Your tax and investment plan need to go together!
Your tax and investment plan need to go together!
Accounting
Services
Business and personal accounting year round services, including estimates, quarterlies, payroll, and issues that arise all year.
Annual
Tax Filing
The goal is one and done!
We efficiently prepare your taxes and line them up with your investments and strategies!
Maximize Your Return
The #1 goal when filing taxes? Keep as much of your hard earned money where it belongs — in your pocket.
Through deductions and refunds, AdviseHer Financial finds the best ways to make the most of your financial situation. Working with AdviseHer as your expert tax preparer and specialist, you have access to a mastery of wealth knowledge who can complete your tax returns, and consult to answer any questions you may have about the filing process, state or federal regulations, or how you can keep the better part of your hard-earned money.
Convinced yet?
Tax Stats
63%
of low-wage workers are women
$.84
is earned by a woman for every $1.00 that a man makes
13%
higher costs for women's products compared to similar men's products (thanks, pink tax)
“
I would highly recommended Stefan’s Group to other small-business owners and anyone who needs help with estate planning.
I have used various CPA’s in the past several years but this year, on the recommendation of a friend, I decided to try Stefans Group. I have a somewhat complex set of tax issues with my own PLLC and personal taxes and also needed help with my elderly mother’s estate planning.
Donna Stefan handled my tax return and helped with my mom’s estate planning. Donna was professional, knowledgeable about my issues, and exceptionally responsive to my questions and concerns. Donna demonstrated an extensive knowledge of the tax system elder care and helpfully explained things in a clear and concise manner.
I was extremely satisfied with the promptness and professionalism in completing my return and helping with my mom’s estate. I am very satisfied with their service and look forward to using Stefan’s Group not only to do my taxes but to help with estate planning I would highly recommended Stefan’s Group to other small-business owners and anyone who needs help with estate planning.
”
Nonda Volpe - AdviseHer Client
Maximize Your Money, Minimize Your Stress
Get expert tax support that puts more money in your pocket. Set up a free intro call today!
Tax Resources
With these educational tidbits at your fingertips, taxes won’t be so taxing.
