Downtown Businesses

Q: How many years has Advantage Tax & Financial Services been in business?
A: 10 years

Q: Why did you choose to open Advantage Tax and Financial Services?
A: I decided that I didn’t want to be an employee anymore and the opportunity came up to own my own business, closer to home.
Q: What is the best business advice you have ever received?

A: Believe in yourself and your abilities.

Q: Did you have a different career before opening Advantage Tax and Financial Services?
A: Worked several jobs, mostly as tax preparer and full time mom.

Q: Describe your business in three words?
A: Honest, friendly, professional

Q: What type of services do you provide that people might not find elsewhere?
A: Not only do we provide financial planning but we have the knowledge to include tax planning in all situations since taxes play a big part in every transaction.  Taxes also play a big part in retirement and estate planning.

Q: Who is your target customer?
A: Anyone who is concerned about their financial situation, future retirement or protecting their family’s future.

Q: Is your business family owned?
A: Yes

Q: “People Ought-a Know!” List one thing we should know about Advantage Tax and Financial Services.
A: We are much more that a “tax” business.

Q: What inspires you?

A: Helping people to reach their financial goals, showing people that they will be able to retire.

Q: Name one other downtown business you recommend to clients and why.
A: Since we are “downtown” Highland I would like to recommend Milford Music, our neighbors.  They have amazing teachers and I’ve seen so many talented people who have studied there.  Lessons for just about every instrument as well as voice.