Tax Efficiency Planning

Navigate the Confusing World of Taxes with Our Help

Our tax team provides planning, reviewing, and preparation services to identify opportunities and liabilities. We’ll help ensure your financial plans, advanced tax advice, tax returns & forms review and preparation services enjoy tax-advantaged strategies for years to come.

Why Choose Financial Services of America?

  • Leverage our robust team of experienced financial professionals, tax professionals
  • Take advantage of our holistic approach to planning and investing
  • Enjoy recommendations tailored to your future plans, not just your tax bracket
  • Close the loop that exists between your various financial plans to identify tax efficiencies

Tax Services

Any and all other services referenced are an outside business activity not offered through or supervised by AE Financial Services, Inc. (AEFS), member FINRA/SIPC or Financial Services of America Advisors (FSAA), a Registered Investment Advisor. AEFS, FSAA (and any other entities] are all separate and not affiliated entities.

Personal Tax Preparation

No matter how complex and difficult your tax situation may be, our team is happy to help. As life goes on, doing your own taxes seemingly gets more and more difficult. We buy houses, we have families, we own stock and 401ks, and so much more. It can be challenging to tell what’s a write-off, how to navigate dependents, and which tax forms are necessary to prepare. We make things simple, easy, and quick. No more headaches or long nights trying to learn everything there is to know about tax preparation.

Business Tax Preparation

We understand just how difficult it can be for businesses to navigate their own taxes. Not only is this process often challenging, time-consuming, and overwhelming for business owners, but there is also a good chance that you are missing a deduction or something else. Some business owners think that since they have done their own personal taxes that their business taxes will be a breeze. Unfortunately, this is rarely the case. Spend more time running your business and let us take on your business tax preparation this year. You’ll have more time, less stress, and you don’t have to try to learn everything there is to know about business taxes.

Get the Help You Need

Not everyone needs every tax planning service we offer straight out of the gate. We know that no two situations are the same. If your situation favors more income tax review and planning for reducing your next tax bill, we have suggestions for that. If you need to start looking at ways to help reduce estate taxes, we can help with that, too.

Once we are familiar with your individual needs, we can help provide you with the precise assistance you need to help answer all the questions you have, help you navigate the difficult tax environment, and guide you in any way we can. By leveraging our robust internal team and incredible partners, you can bring your taxes under the same roof as your overall financial plan. If you’re satisfied with your current tax preparation, no worries. We’re happy to review the filing or provide suggestions to consider for next year.

Financial Services of America (FSA) advisors may refer you to local CPAs for tax services (including our business partnership with FSA Tax & Accounting), if this is needed.

Additional Services

insurance broker near me - home and auto insurance. Overview of a suburban neighborhood.


Insurance coverage should be more than an afterthought and monthly bill. Our team is proud to provide insurance reviews and audits for home, auto, life, Medicare, and other insurances to help ensure you’re not over- or under-insured for your current and future financial situation.

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Medicare Planning

Medicare can be confusing and complicated. Our team’s experience can help guide you in choosing a Medicare plan that sets you up for optimal financial and physical health.

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50 West Big Beaver
Suite 500
Troy, Michigan 48084

tel. 800-977-9292