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Snellville
A common question is “ what is financial planning or what do I do as a certified financial planner. I like to breakdown my role as a certified financial planner into three parts. The first role is that of a Life Planner which is to Help my clients plan their life ... I need to get to know you first . Where you are in your life right now.... and how you got here. What you want to achieve now and in the future until you are no longer here.
Snellville
Lynnell Owens
I have been using Pro Tax Service for five years. Since I was recommended to Pro Tax Service I could not be happier with my tax, credit, and life planning. I was given professional, accurate and wonderful customer service. One of the best things about Pro Tax Service is that I am able to use the PTS virtual app that allows for me to download my taxes forms and any other documents that I have sent in. This is a tremendous help, because I often need copies of my tax return throughout the year. I continue to recommend new clients yearly who rave about their services.
