
Quirky, friendly and fast service. No complaints here. They found things I didn't know applied to me and saved me a few hundred dollars. I will never use an online service again.
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Avantax, founded in 1983 by a CPA, is a pioneering firm in tax intelligent investing, offering holistic financial planning services viewed through a tax-focused lens. With expertise in financial planning, wealth management, and retirement planning, Avantax takes a comprehensive approach to help clients achieve their financial goals.
Ranked as one of the top 10 independent broker-dealer firms managing over $92 billion in client assets nationwide, Avantax emphasizes tax-smart strategies to optimize investment performance and ensure clients' financial well-being. Their team of financial professionals provides personalized guidance and support to address clients' unique needs and goals.
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Quirky, friendly and fast service. No complaints here. They found things I didn't know applied to me and saved me a few hundred dollars. I will never use an online service again.
Family owned business definitely highly recommend for taxes and or any related money issues.
I contacted Scharf Tax Service on Thursday, 4/1/2021. I asked if someone could call me back as I wanted to confirm the services they offered/costs. Since I hadn't gotten a phone call, I called...
I have used Jean at Scharf Tax since 2004! She is very personable and knowledgeable. I'm never in there for longer that 30 minutes or so and I live over 2 hours away! I'll never go anywhere...
Efficient, reliable, knowledgeable group of professionals to handle tax and accounting needs year-round.
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