Listed In: Accountants Service providers, Tax Return Preparation Service providers, Financial Planning Consultants
The mission of Tax Management & Financial Horizons is to partner with our clients. We invest the time necessary to learn about you, your family and your business. Our focus is on you and your business. When we start to work with you, we schedule a 60-minute meeting to understand your background,… The mission of Tax Management & Financial Horizons is to partner with our clients. We invest the time necessary to learn about you, your family and your business. Our focus is on you and your business. When we start to work with you, we schedule a 60-minute meeting to understand your background, lifestyle and your needs for tax assistance. This understanding helps us give personalized service to you – not the one-size-fits-all service you get from other companies. We make informed recommendations about your needs to help you manage your business and tax responsibilities based on your specific needs. Our clients praise our personalized service and say they’re more secure in their financial future thanks to our help. We come to you, to meet regularly at your because we respect your time. During these meetings, we learn about your processes and provide you the ability to convert business data into information that you can use to manage your business. Read more
Business Hours
M-F 8am-5pm, Sa 8am-1pm, Su Closed
Services
Accounting, IRS Representation, Audit Assistance
Specialties
Quick Books (certified provider), On-line (certified provider), Xero (certified provider), Fresh Books (certified provider)
Year Established
1998
312 S Crescent Ave, Lodi, CA (2835 Km Away)
312 S Crescent Ave, Lodi, CA (9854 Km Away)
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828 Cherry Street, Green Bay, WI (9854 Km Away)