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Knowledge, Integrity, Security, and Service

About Us

Elite 8 Tax & Financial services provides financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The tax preparation, bookkeeping and other financial services we provide are tailored to the unique needs of each client, ensuring the best possible results and maximized returns.

Our firm remains on the cutting edge of tax law and financial trends. We are well-informed and continually adapt to the ever-changing world of tax law. Our teams of tax and finance professionals are thoroughly trained and stay current with continuous training and seminars to ensure we are up-to-date on all of the newest information, laws, regulations, and techniques in our field. We are available throughout the year to service your personal and business needs of income tax preparation, planning and other financial services.

Our Mission

At Elite 8 Tax & Financial Services, our commitment is not only to service our client, but to educate them in finance strategies and protect their financial future. Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs through research and sound analysis. Elite 8 Tax & Financial services is dedicated to meeting these goals with high standards of excellence and professionalism.

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Professional financial services

Personal and business tax, insurance and financial services tailored for your needs.

THINGS TO BRING FOR TAX PREPARATION

To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment.

PERSONAL DATA

  • Social Security Cards (including self, spouse & children)
  • Driver License or ID Card
  • Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
  • Education Expense: 1098 T
  • Prior Year’s Taxes

ADJUSTMENTS

  • Student loan interest paid
  • IRA contributions
  • Early withdrawal penalties
  • Moving expenses
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