Empowering Your Financial Future, One Client at a Time
At Automated Tax & Financial Services, we take your financial future seriously. Founded in 1978, we've been providing personalized Accounting, Payroll, and Tax services to local businesses and individuals in Citrus Heights and the surrounding areas for over 40 years.
Tax Preparation
- Comprehensive tax preparation for all individuals, partnerships, corporations, trusts, and estates.
- Specialized guidance on maximizing deductions and credits.
- Electronic filing for fast and efficient processing.
Accounting Services
- Comprehensive accounting solutions, both on-site and virtual.
- Quickbooks accounting services tailored to your unique needs.
- Customized financial reporting to track your business performance.
Payroll Services
- Automated payroll processing, including time tracking, payroll calculations, and filings.
- Comprehensive employee management support.
- Timely and accurate payment of taxes and wages.
What Sets us Apart?
We understand that every client is different, which is why we take a personalized approach to every engagement.
- Experience and Expertise: Our founder, Robert, has over 30 years of experience in tax planning and accounting, ensuring you receive the highest quality service.
- Personalized Attention: We take the time to understand your individual financial situation and goals.
- Accessibility: You can reach us easily by phone, email, or in person.
- Transparent Communication: We provide clear and concise explanations throughout the process, ensuring you understand every step.
Who We Help
- Homeowners saving on their taxes through mortgage interest deductions and other financial strategies.
- Small business owners maximizing their profits through efficient accounting practices.
- Individuals and families navigating the complexities of tax planning and investments.
Schedule Your Free Consultation Today!
At Automated Tax & Financial Services, we believe in building lasting relationships with our clients. We offer a free consultation to discuss your financial goals and determine how we can best serve you. Contact us today and let us help you achieve financial success!
Exceptional Service and Professionalism
The reviewers of Robert J. Ferrie's tax services have had nothing but praise for his work. They have consistently rated him with 5-star reviews, citing his exceptional service, professionalism, and expertise. Many reviewers have been using his services for extended periods, and they have come to rely on him for their tax preparation needs.
Personal and Efficient Service
Reviewers have praised Robert's warm and friendly demeanor, making even the most anxiety-provoking tax-related tasks seem manageable. His services are quick and painless, with most appointments lasting around 15-30 minutes. He also provides personalized attention to his clients, making them feel valued and cared for.
Accurate and Reliable
Robert has built trust with his clients by delivering accurate and reliable services. His attention to detail and expertise in tax preparation have earned him a reputation for being one of the best in the business. His clients have come to rely on him for their tax needs, and he has consistently delivered.
