Income Tax Preparation and Financial Planning Services

At James T. Borello & Co., we help make your financial goals a reality. Providing both tax preparation and financial planning, our firm offers clients fully integrated financial services. Our consultants are very high-touch and take pride in working closely with our clients. Through commitment, professionalism and a history of proven results, we have built a reputation for quality tax consultation and financial planning advice.

In today’s world of large impersonal financial institutions, a company like James T. Borello & Co. is unique. We are hands on. Our focus is to partner with our clients through a high level of personal contact and a commitment to excellence. We will provide you with the best possible plan to accomplish your financial goals and we will work with you hand in hand, coaching you, so that your plans for the future become a reality.

Expert Tax Preparation

Paying taxes is a necessary part of life, but you should only pay your fair share. Many taxpayers fail to take advantage of the legal tax deductions they are entitled to, which can cost them thousands of dollars. At James T. Borello & Co., our consultants investigate your financial circumstances closely. We aggressively seek all available legal tax deductions for our clients. Our firm has decades of experience with tax preparation, and we can save you money on your taxes.

Solid Investment Advice

For over 30 years we have guided our clients towards greater wealth and stability. We take a client-centered approach towards investing, basing our advice on your long-term needs and objectives. We help our clients with retirement planning, elder care planning, education planning, estate planning and planning for other expected and unexpected life events. Regardless of your level of risk tolerance, we have investment opportunities that can help you attain your financial goals.

One-Stop Financial Shop

When you work with James T. Borello & Co., we consider all aspects of your financial situation. As such you can be sure that your tax preparation and financial planning strategy are always coordinated. Contact us today to learn what our firm can do to help maximize your gains and reduce your tax liability.