Tax Preparation

Tax Preparation

We provide a tax preparation service for individual income tax returns. We understand the United States income tax laws are complicated and hard for tax payers to understand, that's why we strategically partner with tax planning professionals to help with tax preparation for our clients. For tax payers it is just too easy to overlook deductions and credits to which they are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. We take great pride in helping all our clients understand their tax return and help them to realize all the tax benefits that they are entitled to.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at jeff@longtaxandfinancial.com or call us at 919-554-9484 today! We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for Jeff?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Long Tax and Financial Group, we can offer you the following products and services:

(Click the images below to learn more about each service)

Retirement Income Strategies

Wealth Management

Asset Protection

Annuities

Life Insurance

Investments

Tax-Efficient Strategies

Long-Term Care Strategies

IRA & 401(k) Rollovers

IRA Legacy Planning

Tax Preparation

Contact Us

We can also refer you to professionals who provide the following services:

Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

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Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management LLC, an SEC Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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