Let’s face it – now, more than ever in this economy, you need someone you can trust with your finances and your taxes.
- If you’re like most people I talk to you’re looking for more than a tax preparer who just puts the “right” numbers in the “right” boxes on the “right” forms and calls it a day.
- You’re looking for more than a stockbroker who only calls you when he has some hot new stock to sell you.
- And it would be great if you didn’t have to go to one office to have your taxes prepared, another to have your investments managed, and still another to take care of your insurance needs. Shouldn’t all of your advisors be talking to each other?
- Doesn’t your stockbroker need to know what your tax situation is to manage your investments properly?
- When was the last time your investment advisor or insurance salesman reviewed your tax return with your tax preparer?
- For that matter, when was the last time your tax preparer came to you with an idea to save you taxes?
If you’ve asked yourself any of these questions, you’re not alone and you’ve come to the right place.
Hi, I’m John Shipley, the owner of Shipley Financial & Tax Advisors, PLLC. Since 1980, I’ve helped business owners, individuals and families avoid paying unnecessary taxes, better manage their portfolios, and plan for their retirement.
My mission is simple – to deliver proactive tax strategies and independent financial advice so you don’t pay any unnecessary taxes and can grow your wealth so you can achieve your financial goals.
Can I Help You?
I work with business owners, self-employed professionals and service providers, individuals and families. People planning for retirement – and those who are already retired. New clients typically bring me scenarios like these:
- I’m paying way too much in taxes
- The only time I hear from my tax guy is right before April 15th
- I’m not sure if what my stockbroker is telling me to do is the best thing for me, or just the best thing for him.
Now that you know the kinds of clients I work with and some of the issues I help them resolve, click on this link to learn more about the Services I provide and how I work with you.
