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Accounting is what we do best, you're busy enough with the rest

At Tax Management & Financial Horizons, we believe everyone deserves access to quality financial guidance and support. With decades of experience and a team of certified professionals, we offer personalized solutions to empower individuals and businesses to achieve financial success.

For Businesses

  • Accounting Services: We partner with businesses to streamline their accounting processes, maximize deductions, and ensure accurate financial reporting.
  • Tax Planning & Compliance: We navigate the complex tax landscape, optimizing your tax strategy, minimizing liabilities, and maximizing profitability.
  • Audit Assistance: We stand by your side during audits, offering expert guidance and representation to alleviate stress and ensure fair outcomes.

For Individuals

  • Tax Preparation & Filing: We handle your personal income taxes with meticulous accuracy, ensuring you receive every deduction and credit you deserve.
  • IRS Representation: If you encounter tax-related issues, we advocate on your behalf to resolve matters efficiently and effectively.
  • Financial Planning & Consulting: We provide individualized guidance on budgeting, investment strategies, retirement planning, and estate management.

More than just numbers

Our vision extends beyond just crunching numbers. We take the time to understand your unique financial situation, goals, and aspirations. We partner with you to create a customized roadmap for success, providing ongoing support and guidance every step of the way.

Meet our Team

Our team comprises seasoned professionals with diverse expertise in accounting, taxation, and finance. We are dedicated to delivering exceptional client service, clear communication, and personalized attention to every interaction.

Request a Consultation

Schedule a consultation with Tax Management & Financial Horizons and discover how we can help you achieve financial peace of mind and accomplish your financial goals.

Reviews
Positive: The majority of clients have had a positive experience with Tax Management & Financial Horizons, praising the professionalism, knowledge, and helpfulness of the staff, and noting that the company has successfully handled their tax returns, including complex cases.
Negative: One client had a negative experience with Tax Management & Financial Horizons, describing the service as "terrible" and mentioning errors on their taxes, lost documents, and excessive communication time.

Exceptional Client Service

The majority of clients who have reviewed Tax Management & Financial Horizons have had a positive experience with the company. Many have praised the professionalism, knowledge, and helpfulness of the staff, particularly Mike, who has been described as "very helpful" and "vastly knowledgeable" in navigating complex tax situations. Clients have also commended the company's ability to save them money on their taxes through clever ideas and strategies.

Tax Preparation and Amended Returns

The reviewers have mentioned that the company has successfully handled their tax returns, including complex cases involving capital gains, inheritance issues, and amendments for multiple years. The staff has been praised for their attention to detail, ability to explain complex tax concepts in a clear manner, and willingness to take the time to review returns and make sure clients are being efficient.

Reasonable Prices and Excellent Service

Many clients have noted that the prices for Tax Management & Financial Horizons' services are reasonable and competitive, considering the expertise and time the staff spends with each client. The company has also been praised for its willingness to go the extra mile to ensure clients receive the maximum refund possible.

Negative Review

One reviewer, Christina Hettinger, had a negative experience with Tax Management & Financial Horizons. She described the service as "terrible" and mentioned that Mike made errors on their taxes in front of them, lost their documents, and took an excessive amount of time to resolve the issue.

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