We Prepare everything you need for your tax return, whether you’re an individual, business, Trust, Estate, or Non-Profit.
We can help you minimize your tax liability and stay proactive, rather than reactive, with your taxes.
Our team includes an Enrolled Agent as well as a Certified Public Accountant, both of whom can represent you before the IRS.
– Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
– The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
– This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
– Content, links, and some material within this website may have been created by various 3rd parties for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
– Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.
– Links provided from this website are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization by Avantax or its affiliates. West Ridge Financial Services LLC provides these links as a convenience to you and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet, and you acknowledge and understand these risks before using any of these services.
– This portal is for accounting/tax use only and not available for investment services use.
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