Finer Financial & Tax

Our Vision

Finer Financial & Tax, Inc. empowers individuals and businesses to achieve financial security and peace of mind through personalized financial planning and tax optimization. We partner with clients to develop customized strategies that address their unique needs and goals, ensuring they can make informed financial decisions every step of the way.

Our Values

Our three core values guide everything we do:

• Client-Focused: We prioritize understanding your individual needs and goals to provide tailored solutions and exceptional service.
• Integrity: We maintain the highest ethical standards, transparency, and accountability in all our endeavors.
• Empowerment: We educate and guide clients, fostering financial literacy and confidence through every step of the process.

Our Team

Our dedicated team of experienced professionals brings a wealth of expertise in tax planning, financial planning, and wealth management to the table. Led by Michael S. Finer, Gary M. Coon, and Ellen M. Finer, our team is known for their deep understanding of financial planning, tax law, and investment strategies.

Our Services

We offer a comprehensive range of services designed to meet the unique needs of our clients, including:

For Individuals

• Personal Financial Planning
• Estate Planning and Elder Care
• Wealth Management and Investment Services
• Tax Planning and Preparation
• Tax Problems and Resolution

For Businesses

• Business Accounting and Payroll Services
• Strategic Business Planning and Succession Planning
• New Business Formation
• Bank Financing and Cash Flow Management
• Tax Compliance and Planning for Businesses

Our Approach

Finer Financial & Tax, Inc. takes a collaborative and personalized approach to financial planning. We take the time to understand your unique goals, challenges, and financial situation. Then, we work with you to develop a customized plan that addresses your specific needs and aspirations. We provide regular updates and reports to ensure you stay informed of your progress and any changes in your financial landscape.

Let's Work Together

Contact us today to schedule a complimentary consultation and learn how Finer Financial & Tax, Inc. can help you achieve your financial goals and navigate the financial landscape with confidence.