Retirement savings, Wealth management, Tax intelligent investing
2519 E. 7th Avenue,
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Founded in 2003, Northern Arizona Financial Services Company, LLC is a firm of tax and financial professionals with over 50 years of combined expertise. It is our goal to provide you with personal, individualized and professional service.We have advisors registered with HD VEST to work on attaining financial outcomes that meet individual goals. Our advisors will work with you to plan for retirement, college savings, investing, and budgeting for life changes. No one situation is the same so our advisors take into account each part of your life and goals when helping you plan your financial strategy.
All of our partners and tax professionals hold the Enrolled Agent credential. It is our belief that this creates not only the highest number , but the largest percentage of EAs of any firm in Northern Arizona.
Enrolled Agents are licensed to represent taxpayers at the Exams more commonly known as Audits Appeals, and Conference divisions of the Internal Revenue Service and are the only tax professional whose credentials come directly from the IRS. For this reason, we believe that your needs are best served by hiring an Enrolled Agent for your tax preparation and representation needs. Should you receive correspondence from the Internal Revenue Service or from a state agency, we can help.
We believe that in educating ourselves we can offer the best service to meet your tax and financial needs. We spend many hours per year learning, collaborating with other professionals within and outside our field and actively working cases with the Internal Revenue Service and state tax authorities. As a part of our collaborative efforts we maintain an active role in our local, state and national professional organizations, High Country Chapter of Enrolled Agents, AZSEA and NAEA. Our involvement at all levels of NAEA supports our efforts to seek fairness in taxation, educate our members and network with other committed professionals in our field. This allow us to collaborate with other professionals to resolve taxpayer issues when it's in the best interest of our clients. In an effort to not only educate our own clients but our community at large as well, we have teamed up with local business support groups, including the Small Business Development Center. We work to build relationships with other professionals in our local and national communities to make referrals as needed. Our network of professionals includes to meet the needs of clients that are forming estates, businesses, or have bankruptcy or divorce issues.
Individual referrals are our greatest source of business.