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!


A 1040 tax form with a sticky note that says tax time need help

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. - Owner

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

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

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

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

Minimize your future tax liability with effective tax preparation and planning provided by Advantage Tax & Financial Services in the Highland, MI area.

Year Established

2004

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
During Tax Season (Forth Monday of January through April 15th) Business Hours Will Be: Monday-Thursday 9am - 6pm, Friday 9am - 4pm, and Saturday 9am - 1pm

Holiday Hours

  • Monday, September 2, 2024 : Closed
  • 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
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