About
Advantage Tax & Financial Services
Advantage Tax & Financial Services, a family-owned financial planning business, is your reliable partner for all your financial needs. Located in Highland, MI, we have been serving our clients with personalized services since 2004. With over 30 years of experience, our team of certified professionals is committed to providing you with the best financial solutions.
Our woman-owned business stands out for its dedication to clients, offering free consultations within 24 hours. As a Readers Choice award winner, we have proven our commitment to excellence and customer satisfaction.
We are proud to be a locally owned business, deeply rooted in our community. Our team includes an EA (enrolled agent), a CIS (certified income specialist), AAAMS (Accredited Asset Management Specialist) and a CES (certified estate specialist), all dedicated to providing you with the best financial advice and services. Contact us today!
All Your Tax Service Needs
Advantage Tax & Financial Services was founded in 2004. We offer tax preparation and planning for individuals, businesses, estates, and trusts. Our bookkeeping arm, Advantage Bookkeeping, offers record-keeping and payroll services to small businesses.
We're here to help you through the maze of IRS regulations and rules. Our goal is to help you plan - not try to fix it later. We encourage all our clients to take part in a mid-year review to project their future tax liability and to brainstorm about ways to save taxes in the coming months. There is no charge for this meeting for our clients.
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.
Why Choose Us?
- Over 30 years of experience
- IRS enrolled agent on staff
- Our work is backed by a 100% guarantee
- Free consultations
- Family-owned
If you're not satisfied with our services, we'll make it right. To schedule your free consultation, please contact us today.
Meet the Staff
Linda Bonham
E.A., CES, CFS
Owner
LPL Investment Advisor
Linda has been working as a tax and finacial professional for over 30 years and was one of the original co-founders of Advantage Tax & Financial Services.
Jennifer Young
Tax Professional
LPL Registered Representative
Jenni has been working as a tax and financial professional for over 20 years and has been with the organization since it was founded in 2004.
Andrew Upleger
CIS, CES
Tax Professional
LPL Investment Advisor
Andrew started at the firm in 2018 with a focus on individual tax preparation and financial advising.
Adam Upleger
AAMS
Tax Professional
LPL Investment Advisor
Adam began with the firm in 2021 with a focus on individual tax preparation and financial advising.
About
Year Established
Products
Services
- Tax Preparation and Services
Specialties
- Accounting
- Tax Preparation and Planning
- Tax Services
- Bookkeeping
- Payroll Services
- Retirement Planning
- Personal Tax Preparation
- Business Tax Preparation
- Financial Account Management
- Financial Plains
- Notary Republic
Business Hours
- Mon - Thu
- -
- Friday
- -
- Sat - Sun
- Closed
Holiday Hours
- Tuesday, December 24, 2024 : Closed
- Wednesday, December 25, 2024 : Closed
- Tuesday, December 31, 2024 : Closed
- Wednesday, January 1, 2025 : Closed
- Wednesday, April 16, 2025 : Closed
- Monday, May 26, 2025 : Closed
Associations
- Highland Business Association
Payment Options
- American Express
- Cash
- Check
- Discover
- MasterCard
- Visa
Languages
- English
Business Hours
- Mon - Thu
- -
- Friday
- -
- Sat - Sun
- Closed
(Tax Season is the fourth Monday of January through April 15th)
Tax Season Hours
- Mon - Thu
- -
- Friday
- -
- Saturday
- -
- Sunday
- Closed
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