Tax Wise Financial Services, LLC 3 Old Brunswick Road, Bath, ME 04530
About the Business
Tax Wise Financial Services, LLC is a reputable accounting and finance institution located at 3 Old Brunswick Road in Bath, Maine, United States. Their team is dedicated to helping clients with their tax needs and assisting them in reaching their financial goals. Amy LaCavera, a Registered Representative and Advisory Representative, is licensed to conduct securities business with clients in Florida, Maine, Massachusetts, and North Carolina. It is important to note that investment-related information on their site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities are offered through Avantax Investment Services℠, while investment advisory services are provided through Avantax Advisory Services℠, and insurance services are offered through an Avantax affiliated insurance agency. Tax Wise Financial Services LLC is not a registered broker/dealer or registered investment advisory firm. Their services include investments and insurance products that are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value. For more information, individuals can check the background of this investment professional.
Photos
Location & Phone number
3 Old Brunswick Rd, Bath, ME 04530, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
09:00 - 14:00
Sunday:
Closed
Reviews
"Me and my wife Sylvia have used tax wise at least 10 plus years never been audited from their work will continue to go see them for many year to come 100% satisfied great job Tax Wise"
"We've used Amy's expertise for several years now and couldn't be happier with the customer service, efficiency and knowledge that she's provided to us. 10 out of 10, absolutely recommend tax-wise!"
"Originally I was going to give them three stars because they insisted my husband come into the office, for something that could have easily been done on Zoom, two days after he was discharged from the hospital and not 100% because she “didn’t have time to download zoom”. Today we received a letter from the IRS that Amy made a $15,000 mistake on our taxes and it wasn’t in our favor. So that three stars is now a one star. Sloppy work."
"Top notch tax prep service. Amy is professional, personable, knowledgeable, and up to date on the latest tax law."
"Excellent service, very knowledgeable and friendly."
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