Ehlen Heldman

What started out as accounting for history, turned into a passion for proactive planning. In the past, when preparing tax returns, it was easy to see the financial decisions that had been made but there was little, if any, action that could be done to correct any undue tax consequences. It became clear that you need a professional to advise you in making financial decisions that are also tax-efficient. Now, Doug and Greg lead a team of professional staff that work hard to bring you personalized, comprehensive accounting, tax and wealth services. Together, we deliver holistic planning services to help you make sound financial decisions and ultimately keep more of your own hard-earned money. We’re eager to meet you! Give us a call to schedule a time to start discussing your financial future. Securities offered through Avantax Investment Services ℠, Member FINRA, SIPC. www.finra.org www.sipc.org Investment advisory services offered through Avantax Advisory Services ℠ Please visit www.avantaxwealthmanagement.com/social_policy/ for more information Insurance services offered through an Avantax affiliated insurance agency.