Advantage Tax & Financial Services
208 Highland Road, Highland, MI 48357
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
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?
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?
Q: “People Ought-a
Know!” List one thing we should know about Advantage Tax and Financial
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.