Our Firm

Consolidated Financial Management & Tax Service is a full-service financial services and income tax preparation firm dedicated to helping our clients build wealth and protect their hard-earned assets while avoiding tax liabilities. Our firm is completely independent, so our loyalty belongs exclusively to our clients.

We feel it is imperative to integrate an income tax service to help clients avoid undue tax liabilities in order to save as much income they make from their hard work, and from their investments.

Our independence enables us to work with a number of industry-leading mutual fund companies and insurance providers whose products we use to create customized client portfolios. We recommend only those ivestments and services that can be tailored to suit our clients' unique needs.