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Our Company

Affiliated Financial Services was founded with the goal of assisting our clients with their taxes using an individualized approach. We’ve provided the most comprehensive and personalized service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create stability and security around what can be an ever changing and complicated process.

In this environment of rising marginal tax rates, we help our clients understand their current tax situation and identify legitimate options that will minimize their tax liability. We then facilitate the execution of these strategies from conception to execution to final tax reporting. Where appropriate we provide estimates of their tax provision to ensure that the quarterly estimates are filed timely and accurately so as to avoid interest and penalties.

*In addition to preparing tax returns for US residents and citizens, we also provide tax preparation for individuals working abroad and foreigners residing in the US on a temporary basis.

We help businesses translate their business strategies into financial business plans. This allows the business owner to understand if current strategies will deliver the desired financial results. We monitor progress against these strategies so that if results are not tracking to plan, timely corrective actions can be taken.

With federal estate taxes at a maximum rate of 40%, it is imperative that proper planning is done in order to minimize this tax on the transfer of wealth to ones beneficiaries. We evaluate our clients options and assist them through the decision making process, thus minimizing their estate taxes.

If you plan to establish a business presence in the United States, we will help you understand the issues. We will advise you through the process of selecting the most appropriate legal entity while addressing your accounting, tax preparation and financial needs.

Our Commitment

Our staff consists of experienced professionals that use a "hands on" approach to tax guidance and preparation. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares. As your Accounting Professionals, we will do everything in our power to keep the process clear, effective and timely.