Duncan Financial Group - Comprehensive Financial Services

 

Personal Financial Services
Personal Tax Preparation - Counseling

Everyone dreads tax time. That is why we try to make that time as simple and painless as possible. We realize that trust is important when it comes to knowing your taxes are prepared accurately and efficiently.

At Duncan Financial Group, we provide superior quality services. Our tax preparation group – Duncan Accounting and Tax Services, Inc.- is also about finding opportunities - rich opportunities for tax savings that can make a significant difference on our client’s balance sheets. 

Tax Laws

Many people are confused about today’s complex tax laws. Constant changes make it virtually impossible for you to know all the ins and outs of the tax code. Our CPA’s and Enrolled Agents are continually educated on the latest updates and changes. Whether you are trying to claim a Child Tax Credit, deduct commuting expenses or deduct an IRA contribution…our experienced staff can advise you though the maze of tax laws that apply to your situation.

Life Events

Life-changing events such as marriage, divorce, college, home buying and inheritance all have an influence on your taxes. And…although you have experienced the “before and after” effect taxes can have on your income, are you aware of the impact they can have on your investment? If not, you may want to speak to one of our tax advisors

So don’t worry over your taxes, let us give you peace of mind in knowing you have years of experience in preparing taxes and giving hundreds of clients the advise they need.

Representatives of Tower Square Securities do not provide tax advice.

Please consult your tax advisor for such guidance.

 

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