TaxPlus Financial Services
Welcome!
We at TaxPlus Financial Services are committed to providing the highest quality tax and financial services to our clients with careful attention to the needs and life situation of each individual.
We are centrally located in the Castro.
We specialize in:
- High quality tax preparation, planning and advice for individuals and life partners, small businesses, partnerships, corporations and trusts
- Personalized and comprehensive financial services
- Mortgage loan services
- Retirement Planning
- Health, Life and Disability and Long Term Care Insurance for individuals and small businesses
- In addition, we offer a broad array of valuable consulting services including:
- Small business startup
- Self-employment issues
- Cash flow and budgeting for individuals and businesses
- Net worth analysis
- Home and rental property purchase and affordability analysis
- Life transition planning
- Insurance needs analysis
Additional consulting based on client needs
We take the time to get to know your complete financial picture to maximize your tax benefits. We are available year round as life's changes impact on your financial health. Call us today for a free evaluation of your tax, personal and business financial needs.
About Us
Steven Berman, E.A., Principle of TaxPlus Financial Services has been a tax adviser since 1990 and has offered financial services since 1994. He is an Enrolled Agent and an Investment Advisor Solicitor* and is licensed in Real Estate and Insurance as well. Steven combines his skills in tax preparation, his knowledge of insurance, mortgages and real estate with a deep commitment to support his clients to find solutions to their financial issues.
* Securities offered through: H.D. Vest Investment ServicesSM, Member SIPC, Advisory Services offered through: H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Co.
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