Financial Stability Starts Here
Holistic financial strategies tailored to your goals.
We stay focused on market trends, so you don't have to.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through life's transitions.
We believe values matter, and we live by ours every day.
Our firm, A & M Tax & Accounting Services, Inc., takes a holistic approach for your financial needs, recognizing that retirement and investments goals, insurance needs, and income tax strategies are all interrelated. You should find a tax professional and financial advisor with integrity that you can trust. We deliver first-class personalized services for small to medium size businesses and to families. Drawing from over forty years in the financial services arena, our firm strives for long-term relationships that are built on client communication, self-discipline, patience, and setting realistic expectations. Our mission is to give our clients the peace of mind that their investments and savings strategies are being handled with only their best interests at heart.