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What is Planning You Can Trust?

Having a financial planner, estate attorney and tax prepare working together for you.  Providing better and more consistent advice from a tax, financial and estate planning perspective. Better communication between the experts and you. Savings of money and time. We may be able to help you uncover potential future opportunity. We are here to simplify your life and bring you confidence in your investments. Contact us for a free, no obligation consultation.

  • A Team of Dedicated Professionals

  • Personalized Financial Planning  Strategies

  • Tax Planning Team Support

  • Estate Planning Team Support

  • Insurance Coverage Review and Recommendations

  • Review of Your Living Trust

  • Line by Line Review of Your Entire Tax Return

  • All Your Financial Services Under One Roof

I have always had confidence in the information and recommendations that I received from Scott.

Kathy P.

Once again our Grandfield Tax & Business Services Inc. professional provided the advice and guidance we’ve come to expect.

Tom B.

Excellent service year after year.

John F.

David was really very personable; he helped us plan for the upcoming tax season. This is new to us and we learned a great deal. Thank you for your expertise

Doug P.

I came in with a list of questions and they were all answered in a way I could understand.

Steve B.

I have been working with Aaron McLennan and Grandfield Tax & Business Services over the past 5 years. Their knowledge and expertise in business accounting and taxes is unparalleled. Their team has been a great asset and resource to our company over the years.

Anthony P.

The team at Grandfield Tax Services helped me negotiate the difficult paperwork I was sent in the mail. I am now back in good standing!

Carly B.

I recently established an LLC and the team at GTBS helped me file my taxes, their attention to detail impressed me.

David F.


Required action for IRA owners turning 70 1/2 this year.

WASHINGTON — The IRS today reminded taxpayers born before July 1, 1945, that they generally must receive payments from their individual retirement arrangements (IRAs) and workplace retirement plans by Dec. 31.


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