Our Process

 At Towers Tax Service Inc, we are devoted to your financial well-being and strive to meet and exceed the expectations of our clients. Our decision making is rooted in the knowledge and belief that what is in the best interests of our clients is in our best interests. We utilize a holistic process that focuses on clients’ entire financial picture, addressing current and future concerns. When you work with us, here’s what you can expect through our personal process:

We Listen

We start by listening; to your financial needs, your concerns and your dreams. We take the time and ask the questions necessary to truly understand your goals, your challenges and your feelings about risk. We get to know you and your family -- and we treat you like a member of our family.

We Analyze

We analyze your current wealth management and tax strategies in terms of your goals to see if new or additional strategies may be required for you to pursue your goals.

We Plan

Based on our analysis, we make recommendations designed specifically for you that will incorporate your goals, needs, all the while also minimizing the impact taxes will have on your strategy. Then we take the time to thoroughly review our recommendations with you and empower you to make informed decisions.

We Monitor and Adjust

Life is a dynamic process. Babies are born, the elderly pass away, windfalls, setbacks, accidents and victories all come and go as they will – and we must respond. Whatever life throws at you, we will be prepared to revise your tax strategies to meet the challenge and keep you on track toward your financial goals.