Bringing LIFE to your Finances.

Welcome to LifeTax Financial Services
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Our Vision

LifeTax Financial’s Mission

LifeTax Financial Services is a boutique-style tax and accounting firm. We are your one stop shop for personal and business tax preparation, life insurance, annuities, bookkeeping and business/non-profit formation needs. Our team of tax, accounting, and business development experts will make you feel like a part of our family, catering to your individual financial needs.

It’s no wonder our clients come to us year-round, year after year for their tax and financial needs. Contact us today to schedule your initial consultation where you will leave Educated and Empowered.

Our Specialties

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TAX PREPARATION SERVICES

BACK TAXES AND AMENDMENTS

ACCOUNTING SERVICES

BUSINESS FORMATION

LIFE INSURANCE PLANNING

Services

What We Can Do For You

We can show you how to properly start your business to minimize your tax burden using the newest tax laws designed to stimulate America’s economy through tax advantages for small to medium size businesses.

Half of our client base are small business owners. It’s what we do.

Taxes

Effective tax preparation and planning can help you to minimize your future tax liability.

Accounting

When it comes to complex issues, rely on us.

Bookkeeping

We can replace your back office with accounting, payroll, and bookkeeping support.

Insurance

Life insurance and annuities are also a proven way to plan for supplemental retirement income.
Ask Us How

Testimonials
“Alfred was amazing. Very professional and knowledgeable. He was able to answer all of the questions that my husband and I had on both our personal and business taxes. I would recommend him to everyone.”
-Sherrion Davis-Evans
Testimonials
“Just left my consultation and couldn't be happier! Alfred was not only professional and nice but also very knowledgeable with every question my husband and I had. We left there with peace of mind knowing that he handled everything for us. He is absolutely the best and recommended him to everyone. I will be using Alfred & Life Tax for years to come!”
-Eliza Gonzalez
Testimonials
“Awesome service! This is our third year filling taxes with Alfred and we are very satisfied customers.”
-Jesus Carmona
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