Senior Tax Advisory Group

"STAG has prepared our taxes for several years and we have been pleased with their work. They conduct a thorough review and explanation of each completed form providing opportunities for Q&A. Professional, pleasant, and client oriented. Highly recommended."

"I've been with Sr. Tax Advisory Group for 10 years. They seldom disappoint. Any problems were sheerly because of the pandemic and even then, they made many procedural adjustments to make their tax services easier for the customer."

"We've been associated with STAG for a very, very long time. We wanted an all-in-one service for not only financial advice and handling of our retirement accounts, but also for legal assistance and our tax returns. In all these years they have never let us down. Such integrity! Very friendly and caring staff."

"Al did an excellent job of reviewing the basics of my financial product. We not only determined the best strategy going forward but he also gave me options to think about going forward. I was treated with respect and my concerns were addressed even though my net worth is abysmal. I'm looking forward to next year's review with Al."

"I have been with Senior Tax Advisory for over 11 years. They have been nothing short of amazing with our taxes, insurance needs and financial planning. Kathy is awesome. She really cares about her clients. The staff has been so helpful and friendly. No matter where I live they have been there for me. Albert was great and helpful with my meeting. I feel very secure, regarding my financial advice and insurance with Senior Tax Advisory."