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Taxus Financial

3.0 (2 reviews)
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Services - Taxus Financial

Accountants

Bookkeepers

Business filing for current tax year

7 More Services

Individual filing for current tax year

Current year tax preparation and filing

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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3 months ago

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9 months ago

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Kelley Financial Planning has been the smartest decision my family has made. The peace of mind and…read moreadvice we have received from Michael more than justifies his low fees. We have been with him for almost a year now. Michael has helped me in starting my own business, quitting my old job and my wife transferring to a new job. He has provided guidance on all of this as well as our most important financial need of managing our retirement saving accounts. Mike is passionate about his clients and providing the best services he can offer, he eat, breaths, and sleeps finance. Mike has experience working for larger financial firms, and brings with him years of experience and wisdom from them. On top of all that he provides a friendly personal work experience that makes working with your accounts enjoyable and rewarding. He offers many tools for you and your family to get on track and organize your personal finances(and life!), and provides online software where you can easily see and understand your finances. If you're like me and try to manage all of your finances on your own and through your work provided accounts, I would seriously just call Mike and set up a meeting to see what he is all about. As you can read in this review, I am very happy with the time, services and experience Mike has provided for me and my family.

From the owner: You deserve transparent and conflict-free financial advice whether you're a millionaire or a recent…read morecollege graduate. I take great pride in simplifying the complex world of financial jargon and helping my clients get back to living their life.

Taxus Financial - accountants - Updated May 2026

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