Welcome To Advantage Tax & Financial Services!

Advantage Tax & Financial Serviceswas founded in 2003 at our current location.  Previously both Jennifer and Linda worked at Triple Check, at tax firm in Waterford.  We offer full financial services including tax preparation and planning for individuals, businesses, estates and trust.  Our bookkeeping arm:  Advantage Bookkeeping ,offers recordkeeping and payroll services to small businesses.

Our Mission statement:

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial and tax situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Info on our practice:

We’re here to help you through the maze of IRS regulations and rules.  Our goal is to help you plan ahead – not try to “fix it” later.  We encourage all our clients to take part in a mid-year review – a chance to project your future tax liablility and to brainstorm about ways to save taxes in the coming months.  There is no charge for this meeting for our clients.

Our tax season staff is phenomenal.   Linda Bonham EA is enrolled to practice before the IRS and can help you with audits or other dealings with the IRS.  She has over 30 years of experience in the field of taxation.  Jennifer Upleger, an experienced tax preparer, also does taxes and bookkeeping.  Jenni has over 15 years’ experience in tax preparation and reviews our larger returns.  Judy Isakson has over 20 years tax and accounting experience and prepares taxes and reviews all our work.  Our support staff consists of Beth Reiche, Connie Bauer, Linda Lambert and Cheryl Stecewicz.  They keep us organized, review returns and fine tune the process from setting up your appointment to getting your return finalized.

We hope you’ll come to see us.