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Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Tax Savings and Solutions

Our tax experts have the skills and know-how to make sure you meet all your tax obligations without paying a penny more than you owe. If you have tax problems, we’ll help you resolve them and get a fresh start.

Trust is the cornerstone of a successful business or financial relationship. From providing honest advice based on sound analysis to saving trees with paperless options, we hold ourselves to the highest standards of client service. That means peace of mind for you.

Whether it’s family financial security or the ongoing growth of your business, long-term success comes only with in-depth analysis and careful planning. We have the knowledge and expertise to set you on a solid path toward your goals, so you can relax.

Testimonials

Cassandra has helped me navigate tax issues in business and personal fields. She is knowledgeable, efficient, and a joy to work with.

Zac H

I have been a client of Cassandra Faulkner for 15+ years. I have referred many. And they have stayed with her. She takes time to explain EVERYTHING, to me. Answering any questions I may have. She is very pleasant & wonderful at what she does. She never sets expectations of what to expect with taxes, if she doesn’t know what she’s talking about. VERY KNOWLEDGEABLE! I am very confident in all the many years she has been my confidential tax preparer. She works hard for all of her clients. Thank you Cassandra, for all you do. 🙂

Jennifer F

Tax and Financial Allies take the stress out of tax time for my family. Quick and convenient app make things easy. They always do a fantastic job!

Anna M

Tax and Financial Allies is a great place to get taxes done They are very efficient and organized and very friendly people. I would give them 5 stars.

Lori F

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