Tax Returns Plus Financial Services

At Tax Returns Plus Financial Services, we believe that financial well-being is a holistic approach that requires personalized attention and expert guidance. Our mission is to empower our clients with the knowledge and tools they need to make informed investment decisions, achieve their financial goals, and enjoy peace of mind.

Our Unique Approach

What sets us apart is our commitment to educating our clients. We understand that the economic environment can be intimidating, and wrong decisions can have disastrous consequences. That's why we take the time to explain complex financial concepts in a clear and concise manner, ensuring that our clients are confident in their financial choices. Our personalized approach focuses on building long-term relationships, encouraging open and honest communication, and providing compassionate and confidential guidance.

Our Services

We offer a comprehensive range of services designed to help our clients achieve financial success. From tax returns and investment planning to estate and insurance services, we provide customized solutions that cater to each individual's unique needs and risk tolerance. Our expertise in tax planning enables us to provide our clients with a complete picture of their financial situation, eliminating the need to consult with multiple professionals.

Customized Financial Planning

We don't believe in cookie-cutter financial planning. Instead, we create personalized portfolios and financial plans that align with our clients' values, goals, and needs. Our services are tailored to help individuals and families at every stage of their financial journey, whether they are just starting to accumulate wealth or have significant assets to manage.

Our Commitment to Excellence

As a tax professional and investment advisor, our founder, Robin L. Clay, EA, CFS, CAS, has the expertise and passion to provide exceptional service to our clients. With a Bachelor of Science Degree in Accounting and a Bachelor of Science Degree in Hotel and Restaurant Management, Robin has a deep understanding of the complexities of finance and a commitment to staying up-to-date with the latest industry trends and developments.