Our Firm

As a tax and financial services firm, we specialize in bringing the blend of planning for your financial goals and tax preparation together in order to help our clients attain the lifestyle they deserve.  Too often, accounting firms and other big box tax prep storefronts charge clients exorbitant fees and provide little value, rarely getting to know the financial goals of their clients.  Lifestyle Tax and Financial is a tax preparation firm that not only has a more boutique feel, but also provides services at a more affordable price.  We offer personalized attention and exceptional customer service. Taking fewer clients means more individualized support not only during tax time, but for tax planning throughout the year.