Tax & Financial Strategists LLC 28089 Vanderbilt Drive, Bonita Springs, FL 34134
About the Business
Tax & Financial Strategists LLC, located at 28089 Vanderbilt Drive in Bonita Springs, Florida, is a trusted institution specializing in accounting and finance services. With over 45 years of experience, our team offers tax preparation services, tax advice, and planning strategies for individuals and businesses alike. We believe in proactive tax planning and preparation throughout the year, not just once annually. Our services include audit representation, retirement planning, trust and estate planning, real estate tax planning, and more. Our dedicated team, led by professionals like Tom Wanderon and Lyn Schantz, is committed to providing personalized and professional service to meet your unique financial needs. Whether you are a victim of a natural disaster like Hurricane Ian or simply looking to maximize your financial returns, Tax & Financial Strategists LLC is here to help you achieve your financial goals and secure your financial future.
Location & Phone number
28089 Vanderbilt Dr #201, Bonita Springs, FL 34134, United States
Hours open
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
10:00 - 16:00
Sunday:
Closed
Reviews
"Lyn always does a great job on our taxes! Doug and Daya Caperton"
"I’ve never had a better experience with tax consultant as I did with Lisa Zahorian. She walked me through the benefits of different entity classifications, setting up the entity properly, multi state filings, and the intricacies of filing married filing joint vs. married filing separate. She can handle the most complicated returns with ease and speed. She asks the probing questions that no preparer thought to ask. I would HIGHLY recommend Tax & Financial Strategist, ask for Lisa, you won’t be disappointed!"
"Tax & Financial Strategist have been taking care of my personal and my business taxes for ten years. They also do all of my book keeping, they are the BEST and I highly recommend them."
"I cannot say enough good things about Tax and Financial Strategists. I found them about 5 years ago and they have done been doing my taxes ever since. Lisa Zahorian and her team have guided me through everything in terms of tax preparation and planning so that there are no surprises come tax time. Whenever I have a question Lisa is right there to answer it for me. I own two businesses and that can get pretty complex in terms of tax strategy and Lisa works with me to maximize tax savings. Thank you so much! :)"
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