Quality Tax Preparation
Affinity Financial Advisors, LLC
At Affinity Financial Advisors (AFA), we specialize in income tax preparation for individuals and families, estates and trusts. With more than 20 years of tax preparation experience, our knowledgeable team of expert tax preparers can help maximize your benefits under recent tax law changes. We take pride in getting to know our clients so that we can help each individual and family with their specific income tax prep needs.
Our services
We offer federal, state and multi-state income tax preparation for current and past tax years. Live in Pennsylvania and work in New York? Not a problem. Worked in several states last year? No sweat. We can handle your returns. Are you handling taxes for a deceased family member or estate? We can help you. IRS Resolution Assistance. Have you received an IRS notice about taxes you filed yourself or your old accountant is no longer available? We can help. Have several years of unfiled tax returns? We offer very experienced, confidential help so that you can finally put old taxes to rest. The Latest E-file Services. We offer the latest in electronic filing, including e-signatures, electronic filing attachments and electronic filing of amended tax returns to help get your returns filed quickly and conveniently. To learn more about our services, pricing and experience, you can send a message or schedule a time to talk at the Contact Us link below.
Getting started...
You can download our Client Agreement and new 2023 Client Tax Organizer HERE.
Send us files securely...
You can use AFA's secure client portal to send us your files or snap photos of your tax documents with your phone.
The client portal accepts most common file and picture formats. Simply enter the portal at the link below, browse on your phone or computer for photos or files you wish to upload and hit the Upload button. You will get a confirmation once the transfer is complete.
The new AFA Client Portal will be operational shortly.
Contact us
Have a question? For a price quote or to schedule an appointment, please fill out and send us this form. We will contact you shortly.