business services

Get your tax preparation combined with your investments

Here at Concinnus Financial, we’re more than just your investment advisor. Concinnus has its own in-house tax preparation and bookkeeping service that works closely with the investment team to help make the right moves in your investment accounts to maximize tax savings individually and for your business.

Most individuals and businesses get these services at two different companies, causing complications in communication and a disjointed plan in making financial decisions. Concinnus is unique in this regard, providing a package service to clients that combines tax prep and planning with investing and financial advice. Contact us today for more information. We would love to hear from you and help get you headed in the right direction.

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