At TaxxPrep Financial, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That’s where TaxxPrep Financial steps in. We’re trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.
How do I save my refund for retirement:- Our services are designed to help you answer the following questions:

• How can I get more from my investments?
• How can I reduce my exposure to risk?
• How much money will I need to live comfortably in retirement?
• Am I saving enough?
• What is the best way to save for college?
• How can I help reduce estate taxes and preserve more of my assets for my heirs?
• Do I have the right amount of life insurance?
• How could I have a tax-free retirement plan?

TaxxPrep Financial offers independent financial management and advice in the following key areas:
• Investment planning, risk management, college funding, retirement planning, and estate conservation.

TaxxPrep has over 25 years of experience. We are family owned and operated by Gloria Ortiz Business Services. Our relationship with all of our clients is very important to us. By meeting, and sometimes exceeding our clients’ goals, our grass roots growth began by word of mouth. Now we would like to extend our services, and welcome you to the family. This small boutique agency has big business knowledge. Let us make your taxes our business!