The AFS Tax and Planning Group is a full-service financial services firm located in Tucson, AZ. We specialize in tax preparation, financial planning, and consulting to individuals and businesses. The AFS Tax and Planning Group has been serving Tucson for over 40 years with pride and commitment and professional expertise.Our team of professionals provides high-quality service and support. Our wide range of tax and financial services are specifically tailored to give our clients the opportunity to obtain, maintain, and maximize their financial goals.Services include:• Individual and corporate tax preparation• Estates and trusts• 1031 exchanges• Financial planning• Accounting and bookkeeping• Income tax preparation and audit representationOur company president, Jeff Adelstone, is a registered representative with the following registrations: Series #7, #24, #63 and #65 and can transact business with clients in Arizona. He is also an investment adviser agent licensed in Arizona.We emphasize quality and personal service to our clients. Call today and learn how we can help you reach your financial goals!
Services/Products
General InfoThe AFS Tax and Planning Group is a full-service financial services firm located in Tucson, AZ. We specialize in tax preparation, financial planning, and consulting to individuals and businesses. The AFS Tax and Planning Group has been serving Tucson for over 40 years with pride and commitment and professional expertise.Our team of professionals provides high-quality service and support. Our wide range of tax and financial services are specifically tailored to give our clients the opportunity to obtain, maintain, and maximize their financial goals. include&bull Individual and corporate tax preparation&bull Estates and trusts&bull 1031 exchanges&bull Financial planning&bull Accounting and bookkeeping&bull Income tax preparation and audit representationOur company president, Jeff Adelstone, is a registered representative with the following registrations Series #7, #24, #63 and #65 and can transact business with clients in Arizona. He is also an investment adviser agent licensed in Arizona.We emphasize quality and personal service to our clients. Call today and learn how we can help you reach your financial goals!,The AFS Tax and Planning Group is a full-service financial services firm located in Tucson, AZ. We specialize in tax preparation, financial planning, and consulting to individuals and businesses. The AFS Tax and Planning Group has been serving Tucson for over 40 years with pride and commitment and professional expertise.Our team of professionals provides high-quality service and support. Our wide range of tax and financial services are specifically tailored to give our clients the opportunity to obtain, maintain, and maximize their financial goals. include&bull Individual and corporate tax preparation&bull Estates and trusts&bull 1031 exchanges&bull Financial planning&bull Accounting and bookkeeping&bull Income tax preparation and audit representationOur company president, Jeff Adelstone, is a registered representative with the following registrations Series #7, #24, #63 and #65 and can transact business with clients in Arizona. He is also an investment adviser agent licensed in Arizona.We emphasize quality and personal service to our clients. Call today and learn how we can help you reach your financial goals!,Annuities
Asset Management
Bank Checks
Business Financial Planning
Business Tax Preparation
Certified
Enrolled Tax Agents
Estate Management
Estate Tax Planning
Fee-Based Financial Planning
Investment Advisory Service
Locally Owned
Mutual Funds
Payroll Tax
Retirement Accounts
Securities
Tax Advisors
Tax Planning
Trusts,Annuities
Asset Management
Bank Checks
Business Financial Planning
Business Tax Preparation
Certified
Enrolled Tax Agents
Estate Management
Estate Tax Planning
Fee-Based Financial Planning
Investment Advisory Service
Locally Owned
Mutual Funds
Payroll Tax
Retirement Accounts
Securities
Tax Advisors
Tax Planning
Trusts