At CERTITUDE TAX & FINANCIAL SERVICES, we believe in the value of relationships, and in building lasting partnerships with the clients we serve. We work collaboratively with our clients to achieve their goals, helping them to navigate the complexities of today’s regulatory and accounting world so that their businesses and organizations can thrive and grow.

Our professional team brings years of advanced training, technical experience, and financial acumen to this collaboration, along with a commitment to providing personal service at the highest level.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Individual Tax Preparation-Federal & State

CERTITUDE TAX & FINANCIAL SERVICES tax planning & consulting services help guides any businesses tax needs. Our tax advisors are more than capable of developing a tax strategy to maximize deductions. We’ll help prepare your taxes to make sure that you receive the maximum return possible. No matter the industry, our experts are prepared to handle your tax needs.

A state sales tax audit can target the last 3 years of a business’s activity. Businesses may find themselves facing a large penalty even for the smallest discrepancy. You’ll never have to worry about another sales tax audit with CERTITUDE TAX & FINANCIAL SERVICES on your side.

Annuities

Annuities have many different forms and terms, but at their core, annuities are insurance products that provide ongoing payments or income. Three common types of annuities are fixed, variable and indexed annuities.

• Fixed annuities generally guarantee a fixed or minimum rate of return over a specified period.
• Variable annuities allow premiums to be invested in a limited number of sub-accounts, similar to mutual funds.
• Indexed annuities contain features of both fixed and variable annuities and generally offer investors a return based on changes in a specific market benchmark.

We believe it’s important for any investor considering any type of annuity as part of a comprehensive financial plan to understand how these insurance products operate. Though guaranteed, an annuity’s return may be much less than traditional investments, like stocks and bonds, over time.

Life, Mortgage, Rental & Car Insurance

An insurance policy is essentially nothing more than a promise to pay for covered losses that occur to your assets. At Certitude Financial Services, we take this promise seriously, from the minute you accept the policy, to the moment a loss occurs, and beyond. We will work with your independent insurance agent to not only meet your insurance needs, but provide you continuous quality service as long as you are a Central policyholder.

Credit Education | Protection

Our credit education services can assist you in challenging the credit bureaus to remove inaccurate, obsolete and erroneous items from your credit report.

Credit | Business Building

Our business credit and funding suite provide clients with an easy step-by-step system to help business owners access funding and build business credit.

Notary Services

Our licensed professional notary public services are here to make life easier.

Financial Planning

Ready to get your financial house in order? Get useful insights into all aspects of financial planning, including creating a budget, saving money, planning for the future.

Home Security Systems

How to choose home security systems, hardwired and wireless alarm and camera systems, DIY systems, alarm monitoring, and more.

LifeLock

Protect yourself from ID Theft with 3-Bureau Credit Monitoring & Identity Alerts. Fraud Resolution Experts.

Wills/Trust

Everything you need to know about estate planning. Create a will, living trust, power of attorney, or living will, and learn how to avoid probate and estate tax or act as an executor.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and “raving fan” clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

  Please contact us today to discover how we can fulfill your business needs.