If you need to schedule an appointment or virtual meeting to discuss investment options, develop a plan, or file taxes, please either give us a call or e-mail us at firstname.lastname@example.org. We would love the opportunity to learn more about your situation and goals and work with you towards achieving them.
Evenstad Tax & Financial Services, Inc.
Community-focused investing and tax help for you and your family.
Evenstad Tax & Financial Services, Inc. is prepared to take care of all your wealth management, tax preparation and representation, payroll, and bookkeeping needs. Please give us a call if you have any special needs to arrange for dropping off documents or appointment options.
If you are not yet familiar with Evenstad Tax & Financial Services, Inc. and your first contact with us is online: We would be pleased to hear from you! Please give us a call or send us an e-mail, we will be more than happy to assist you any way we are able.
In brief, you should know the following about us: our partnership was established in 2006 and has been responsible for providing outstanding accounting and tax preparation since. In 2019 we added financial planning and investment services. We have updated our name and become a corporation. We will continue to offer the same great services you have always experienced and are excited to add financial planning and investment services which fill out our suite of services. We prepare individual, farm, business, partnership, estate, trust and corporate tax returns. We also assist in tax planning in regards to estates and offer multi-level bookkeeping and payroll services. Our regular clients particularly value our attention to detail and our ability to provide you with the most current tax law advice. Trish is an experienced tax professional who enjoys working with you. As an Enrolled Agent, she is licensed to represent you in front of the IRS, should ever the need arise. Eric is a licensed Investment Advisor Representative and will work with you to create a financial plan that fits you and your needs while paying special attention to any tax implications. We can provide these services individually or work together to provide a complimentary tax and financial services. We look forward to becoming your tax and financial experts.
Thank you for visiting our Website. As an up-to-date business, we want to give you the opportunity to stay in touch with us and our services.
At present, our web site is intended to provide you with an overview of services we can offer you. We are making an effort to present you with our entire spectrum of services. If you do not see an area that fits your exact need, please contact us and we would be happy to help you or refer you someone that meets your needs.
You can reach us at 608-634-6887 and by fax at 608-634-6997. We are looking forward to hearing from you. You can also contact us at our e-mail address: email@example.com.
Tax Expert - Enrolled Agent
Client Service Professional
Tax Checklist 2019