Tax
Preparation
TradeWell offers tax services designed to meet your personal or small business needs: Most tax prepares are historians, only documenting what happened last year. Tradewell Tax Advisers are different; we not only document what happened last year, but we look into the future and research ways to help lower the amount of taxes you have to pay. There is a difference.
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A cost-efficient tax suite
TradeWell™ Tax & Financial offers a cost-efficient tax suite of services designed to meet your personal or small business needs: Your tax return will be prepared by a EA (Enrolled Agent with the Internal revenue Service) or a qualified Tax Preparer and reviewed and or delivered by a Tax Adviser to look for ways to reduce the amount of tax you pay this year and each year moving forward.
Tax Preparation. Low cost Individual tax preparation starts at $199 for both federal and state.
Tax Preparation Services
Full-time Tax Adviser
Federal tax preparation for individuals and small business.
1040-for individuals, 1120/s- for S-corporations, 1041-for trusts and estates.
Schedule A-for individuals, F-for farms, C-for self-employed, E-for rental properties, D-for gains and losses.
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We are Ready to Serve You!
TradeWell Tax & Financial has a wide variety of professionals in-house to help the families we serve reach retirement in the most successful way possible.
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Our History
About Mike Albertson
The Founder and CEO of Tradewell Tax & Financial, Mike is also a fee-based Investment Advisor Representative and Fiduciary who is required to put his clients’ interests before his own. In 2002 Mike entered into the financial services sector as a way to learn about people and help them.