East Coast Tax & Financial Planning
Our Gifts to You!
Grab your 2024 Retirement Checklist and Tax Organizer – No Opt-in!
First Year Tax Clients Will Receive $100 OFF their 2023 Tax Return!
Taxes can be stressful, complicated, and confusing
HERE’S HOW WE CAN HELP
Tax Savings Review
Encrypted Vaulting System
Private Office Setting
Virtual Meetings
Although we are local to Vero Beach, we serve clients throughout the country.
Why our Clients Love Us!
- All appointments are held in a private office setting or private virtual setting
- We are a boutique firm that can handle EVERYTHING! We are a full-service tax and financial planning practice
- We offer year-round support
- Last but not least, our BUTTERCREAM CHERYL’S COOKIES!!!
What Makes Us Different?
Let me ask you a question: when was the last time you sat down one-on-one with your tax professional, investment advisor, and insurance agent to discuss you, your money, and your goals… a financial board meeting, if you will?
This is what you get every time you step into our office.
READY TO JOIN THE EAST COAST TAX & FINANCIAL PLANNING FAMILY?
New Clients, Claim Your $100 Off Today!