Tax Services, Now Under One Roof
See the Full Picture — Without the Gaps
At Babb Financial Group, we’re committed to simplifying and enhancing every part of your financial life. That’s why we’ve brought tax preparation and planning together under one team — so you’re not left chasing paperwork, repeating conversations, or navigating surprises at filing time.
By aligning your tax services with your investment and retirement strategies, we help complete your financial picture — with less stress and more confidence in the path ahead.
Fill out the form and a member of our team will follow up to guide you through the next steps.
DID YOU KNOW…
Tax planning is complex, and there is no one-size-fits-all solution!
How does this change the way my advisory team supports me?
Your advisory team will continue to lead your overall financial strategy — and now they’re joined by Alison, our in-house CPA, who works closely with them to integrate real-time tax expertise into your plan. In her new role, Alison will serve as both a lead tax strategist and a key contributor to our financial planning conversations. Whether she’s preparing returns, advising on entity structure, or collaborating with your advisor on multi-year tax planning, Alison’s focus is on helping you make tax-smart decisions that align with your overall goals.
What types of tax returns can you prepare?
We will prepare a wide range of returns, including…
Individual (Form 1040)
Business (LLC, S-Corp, Partnership)
Trusts / Estates
Other specialized returns (we will confirm based on your request)
Why is it important to have a dedicated tax professional on the team?
With nearly 75% of CPAs already reaching retirement age and fewer young professionals entering the field, reliable tax expertise is becoming harder to find. Having a dedicated, experienced CPA on our team ensures stability and continuity for our clients year after year. It also means your tax preparation won’t compete with other priorities—it gets the focused attention it deserves.
How do I make sure I'm enrolled for Tax Preparation Services?
We just knew that these services would catch your eye, and we’re excited to offer something that effortlessly fits your financial planning needs! The quickest way to let our team know you would like to learn more or opt in for Tax Services is to fill out the interest form. You can also call the office at 928.526.2911 or reply to this email at your convenience.