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Financial 1 Tax
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"Most knowledgeable and personable advisors I have ever worked with.”
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Your Easy Tax Preparation Process:
1. Schedule Your Appointment
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2. Prepare Your Documents
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New Book! "Strategic Wealth"
"Strategic Wealth: How to Increase Investment Returns by Decreasing Your Tax Liability" by Tatyana Bunich & Sammy Spern was written to empower you with the knowledge and tools you need to take control of your financial destiny. This is more than just a book—it’s a blueprint for building the life you’ve always dreamed of.
Financial 1 Services for Those In or Near Retirement
Social Security Tax Reduction
Charitable Tax Planning
Roth IRA Conversion Strategies
Tax Planning
Estate Planning & Elder Law
Will Planning
We support all tax scenarios, as well as specializing in:
Cryptocurrency and Rental property
Limited Liability Company (LLC)
Businesses, including S Corporations
Military
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Personal and Business | Tax Prep and Accounting at Financial 1 Tax
Financial 1 Tax provides a complete suite of accounting and financial services, from estate and retirement planning, to personal and business tax preparation.
Watch Now | Founder Tatyana Bunich
Tatyana Bunich is a Financial Advisor, Certified Estate Planner (CEP), and member of the National Association of Tax Professionals (NATP). President and Founder of Financial 1 Tax.
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