Priority Tax & Financial Planning

Priority Tax & Financial Planning Specializing in serving the tax & financial needs of small business service providers and professionals.

I am your Financial Compass, providing financial direction and guidance to help you met your financial goals. Whether you are an individual or a small business such as an sole-prop, LLC, S-Corp, or Partnership, I can help you get the most from your employer benefits plan, keep as much as allowed of your income and earnings through tax planning, protect what you already have against catastrophic lo

ss, plan for your retirement, and plan how to pass your estate to your heirs, to everyone's benefit. DISCLAIMER: Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com Priority Tax & Financial Panning and the above firms are independent and non-affiliated. Tax services are not offered through, or supervised by, The Lincoln Investment Companies.

06/24/2026

Following simple modern-day etiquette in an inceasingly digital, AI-driven world can create more positive connections and improve your professional image.

06/22/2026

A younger generation embraces the benefits of tax-free investment growth.

06/19/2026

The Wall Street Journal asked a group of economists and personal finance authors about financially supporting adult children—including their own.

06/17/2026

When is it worth opening a Roth IRA or converting a traditional IRA into one?

06/15/2026

Medicare doesn't go as far as expected in covering retirement healthcare costs. Some strategy can help you build a more realistic budget.

06/12/2026

Smartphone shipments declined in the first quarter, a trend that's expected to continue this year as soaring memory costs force price hikes and weigh on consumer demand.

06/10/2026

A sudden surge in share prices makes us all think we know what’s coming next.

06/08/2026

The good news is that teens are highly interested in investing. The bad news is that they can be exposed to a horde of online influencers peddling dubious advice about how to go about doing it.

06/05/2026

Many of the complications affecting travelers in 2026 aren’t covered by standard insurance policies. Here’s an explainer to help you navigate your options amid unprecedented uncertainty.

Address

20 Gatehouse Road
Amherst, MA
01002

Website

Alerts

Be the first to know and let us send you an email when Priority Tax & Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Priority Tax & Financial Planning:

Shortcuts

Share

Category