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Scott Tax and Financial Service
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Services

We offer a selection of other financial services for our clients built on the foundation of trust developed in the tax relationship. The ultimate goal for Scott Tax is to provide our clients with the tools to make more informed and knowledgeable decisions on current and future financial matters.

Below is a list of what we are capable and experienced in providing to our clients.


Tax Preparation

Individual
Small Business
Estates
Trusts
Free electronic filing


Financial Services

Investments
College Planning
Retirement Planning
Estate Planning
Life Insurance
Annuities
Long Term Care Insurance

 

 

End of Scott Tax and Financial Services Page

Advisory services offered through Legend Advisory or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC. www.lincolninvestment.com. Scott Tax & Financial Services, LLC and the above firms are independent and non-affiliated.
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Legend Advisory are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Legend Advisory. Lincoln Investment, Legend Advisory and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.



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