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Financial Planning 

TENN-TAX offers on going financial plans that will support your current needs and help you build better future. Weather you need help planning for a major future event such as a big wedding, buying your dream home or a car, saving for a child's college, or even surfing from losing an employment; WE ARE HERE TO HELP. 

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TENN-TAX Financial Advisor will listen carefully to your situations and goals to better understand the whole entire picture of your current finance. Then, you will get a side and on-going guidance through a short  term and a long term comprehensive financial plan that helps preserve and manage risks and wealth to pursue your financial goals. 

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TENN-TAX Comprehensive plans for individuals and families include: 

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  1. ​Setting a financial goals (Short/Long Term)

  2. Reduce expenses and redirect money toward your goals 

  3. Making a separate plan for emergencies

  4. Consolidate your high-interest debts  

  5. Open a saving account with a financial institution. 

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TENN-TAX Comprehensive plans for business include: 

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  1. Provide a competitive analysis for new business 

  2. Calculate the start-up costs 

  3. Setting a business financial goals (short/long term)

  4. Reduce Business Expenses and redirect money toward the goals.  

  5. Consolidate the Business Debits.   

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Need more information? CONTACT US 

We are certified tax professional with the IRS and authorized E-FILE  provider. 

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