The best outcomes for our clients result from strategic, proactive and timely tax planning.
At Parsec Financial, we integrate our tax services with your wealth management and financial plan to provide solutions that help minimize the taxes you owe. Tax services includes both tax return preparation and tax planning.
This encompasses planning for critical events in business and personal life, such as:
- Purchases or sales of business and investment assets
- Retirement planning
- Estate considerations
Speak With One Of Our Tax Advisors Today!
Director of Tax Services
Certified Financial Planner™, Certified Public Accountant, Personal Financial Specialist
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Using Our 40 Years of Excellence to Help Define Your Path Forward
Get in touch with a Parsec Financial representative at an office near you.
