A & M Tax and Accounting Services

A & M Tax and Accounting Services, Inc. treats tax, retirement, investment and insurance planning as linked parts of one financial picture. It works with families and with small to medium-sized businesses, and it draws on more than forty years in financial services. The firm says it aims for long-term client relationships built on regular communication and realistic expectations.

Products and services

• Income tax strategy: tax preparation and planning for individuals and businesses.
• Retirement planning: working out how much retirement income a client will need.
• Investment strategies: plans built around each client's goals, with the firm tracking market trends.
• Insurance planning: reviewing insurance needs alongside tax and investment plans.
• Client portal: online access for existing clients.

Clients

Families and small to medium-sized businesses, including people going through life changes such as retirement.

Key facts

• Experience: over forty years in financial services
• Legal form: incorporated company (Inc.)