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Tax Services

At Sullivan Financial Services, we understand that no two clients are the same. As a Certified Public Account with 20 years experience, Joe Sullivan's goal is to design personal tax strategies for our investment clients*. Those tax strategies will help you reach your financial wellness goals while securing the maximum possible tax benefit. Remembering the connectivity between your taxes and your investments, you will find it valuable to have "your tax guy" talking to "your investment guy"*. They'll be one and the same!

Our tax services include:

  • Individual tax planning (Federal and State)
  • Business tax planning (Federal and State)
  • Estate and gift tax planning

*These services are offered by Joseph M. Sullivan through his affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.