Business Development
Financial Management
Client Center
Financial Calculators
Contact Us



Tax Consulting and Planning

At Access Financial Management, LLC we regard tax planning as much more than accurately filing your federal and state tax returns. We provide effective business and individual tax planning that enables you to achieve the highest after tax dollars possible. We draw on our in-depth knowledge of tax law and our considerable years of tax planning experience to ensure you receive the maximum benefit.

Whether you are a business owner concerned with improving your bottom line or an individual interested in preserving your wealth, we offer personalized planning to help you manage tax reporting in an efficient and trouble-free manner.

Tax Preparation Services

The current tax laws are complex and ever changing. Unless you remain current with recent and upcoming legislation, it is difficult to determine how these new laws affect you.

At Access Financial Management, LLC we are required to stay abreast of all current and upcoming tax legislation. We are able to review these new laws and apply them to your situation. Our focus is not to simply prepare your returns, but provide a level of knowledge so you understand your return. We can prepare and file the following returns:


  • Forms 1040EZ, 1040A, and 1040
  • All Federal Schedules including (but not limited to) – Schedule A, Schedule C and Schedule E
  • All State Income Tax Forms

Please use our convenient Tax Preparation Checklist to guarantee that we have all of the information needed to prepare a complete and accurate return.


  • W-2 and 1099 Preparation
  • Forms 940 and 941
  • Forms 1065, 1120 and 1120S
  • All Federal Schedules including (but not limited to) – Schedule K-1
  • All State Income Tax Forms
  • Sales and Use Tax Returns (all states)


site design: