FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


Tax Preparation

Masterpiece Financial Services is expanding our ability to serve you more completely. We are excited to be able to offer tax preparation services again this year. Our team of Enrolled Agents is here to help you with your tax returns. We look at doing your taxes, not as filling out a bunch of forms, but as building a relationship. Our tax return practice is geared towards providing you with information and confidence. We offer competitive, up front pricing and we are an IRS e-filer. 

Contact us today to set up your appointment to complete your returns.

Have you received a letter from the IRS? Not sure what to do? The team of Enrolled Agents at Masterpiece Financial Services are here to help you. We can explain the letter, help you sort out the problem and handle all of the communication with the IRS. We can help you take care of issues before they get out of hand; and, usually for a lot less than a CPA charges. IRS issues are handled at an hourly rate and we always give you an estimate up front.

Contact us today if you have a problem.

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Tax Preparation, Tax Representation and Bookkeeping services are offered by Masterpiece Financial Services. Tax Preparation, Tax Representation and Bookkeeping services are not affiliated, reviewed or endorsed by J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.