Consolidated Financial Management & Tax Service

Secure your financial future with expert tax and planning services from Consolidated Financial Management & Tax Service. With over 40 years of experience, we provide reliable solutions to individuals and businesses in Rochester, Romeo, and Lapeer. Our dedicated team of enrolled agents and CPAs offers a full range of services, from comprehensive income tax preparation to personalized retirement, estate, and investment planning. We also specialize in risk management and education funding, ensuring you have the tools needed to make informed decisions about your financial well-being. Unlike many larger firms, we offer transparent pricing with no hidden fees, making our services not only professional but also cost-effective. Whether you need help with employee benefits, executive benefits, or tax filing, we’re here to guide you every step of the way. At Consolidated Financial, we value relationships and are committed to offering the highest standard of customer service. Our clients benefit from a seamless process that includes all necessary forms, federal and state filings, and e-filing services. Plus, with weekend appointments available, we make it easy to schedule a time that works for you. When it comes to tax services, planning, and financial guidance, trust the experts with decades of experience. Join the many individuals and businesses who have trusted us with their financial needs for years. Reach out today for your consultation and see how we can help you build a more secure and prosperous future.