ABOUT US
Whether looking to get help with a simple tax return, financial planning or seeking assistance with a complex IRS issue, look no further, you’ve found the right place! At Pro Tax there is no problem too big or too small. IRS relief and a good night’s sleep are just a phone call away.
Pro Tax Financial Services is a family owned and operated business. Our office has been solving tax problems for over 20 years. Matt Penkert has been the owner of Pro Tax for over 10 years. The office is run by him, his wife Melisa, and their wonderful staff. When you come to Pro Tax you become part of a family that has you covered in all aspects of your tax and Financial Planning needs.
EXCELLENCE AND PROFESSIONALISM
At Pro Tax, we don’t just have people, we have professionals who specialize in helping you get every deduction and credit you deserve. Our experts can eliminate the stress and the worry by handling all of your financial needs with a level of skill and expertise that only comes from years of experience. In addition, our professionals help educate our clients of future tax deductions and changes to continue your tax savings in the years to come.
QUALITY
GUARANTEE
Pro Tax stands behind its work. If Pro Tax makes an error in the preparation of your tax return, Pro Tax will pay penalties and interest caused by the error. In Addition, if you get audited, Pro Tax will assist in answering questions regarding the preparation of your tax return. Qualified Platinum Club members will be fully represented by Pro Tax handling all the meetings, negotiations and communications with the IRS.
CERTIFIED FINANCIAL PLANNER
A CERTIFIED FINANCIAL PLANNER™ professional or CFP® with proven experience in financial planning topics such as insurance, tax planning, investments, estate planning or retirement planning.
