Tax & Financial Strategists LLC

5(5 reviews)Bonita Springs, Florida
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Services

Service Options

Accessibility

Business Hours

Monday
9 am–2 pm
Tuesday
Closed
Wednesday
Closed
Thursday
Closed
Friday
9 am–5 pm
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

28089 Vanderbilt Dr #201, Bonita Springs, FL 34134, United States

Customer Reviews

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Reviews

5(5 reviews)
Linda Sutter
Apr 22, 2024on
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Doug Caperton
Feb 27, 2023on
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Lyn always does a great job on our taxes! Doug and Daya Caperton

kerry hartman
Jul 29, 2021on
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I’ve never had a better experience with tax consultant as I did with Lisa Zahorian. She walked me through the benefits of different entity classifications, setting up the entity properly, multi state filings, and the intricacies of filing married filing joint vs. married filing separate. She can handle the most complicated returns with ease and speed. She asks the probing questions that no preparer thought to ask. I would HIGHLY recommend Tax & Financial Strategist, ask for Lisa, you won’t be disappointed!

scott janson
Jan 6, 2021on
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Tax & Financial Strategist have been taking care of my personal and my business taxes for ten years. They also do all of my book keeping, they are the BEST and I highly recommend them.

Blue Tomato
Jan 5, 2021on
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I cannot say enough good things about Tax and Financial Strategists. I found them about 5 years ago and they have done been doing my taxes ever since. Lisa Zahorian and her team have guided me through everything in terms of tax preparation and planning so that there are no surprises come tax time. Whenever I have a question Lisa is right there to answer it for me. I own two businesses and that can get pretty complex in terms of tax strategy and Lisa works with me to maximize tax savings. Thank you so much! :)

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