Shavlik Financial Services has provided tax planning and income tax return preparation services since 1983. We are a small firm who work with a high volume of clients with a variety of different needs, including S-Corporation returns, partnerships, sole proprietorship, estates, trusts, and more. Our firm’s primary focus is on individual tax preparation but we also provides financial planning, estate planning, accounting and consulting services.
We believe it is very important to know the client and not just the numbers. We prefer to meet with you face to face to gather the information needed for your return that way we can interact with you to ensure we explore all options. This allows us to fully understand our clients and provide the highest level of service given your unique situation.
If you are missing information we will give you a list of the missing information and you can call our office when you have it. If you have everything at the appointment and time permits, we will complete your return while you are at the appointment. That is convenient for both of us.