Austin Tax & Financial

Austin Tax & Financial is an Accountant in St. Joseph, MI, located at 715 Columbia Ave. The firm serves clients entering or already in retirement, focusing on protecting retirement assets and providing a secure retirement with less uncertainty. Their services include tax preparation, retirement planning, and financial advice aimed at helping clients achieve long-term retirement dreams. The business holds a rating of 4.60 based on customer reviews.

The team is led by President Tom Austin and Senior Vice President and Tax Preparer Sharon Austin. Support staff includes Executive Administrative Assistant Vickie Rossi, Tax Season Manager Lila Megna, and tax preparers Tari Howard, Michele Wilkins, and Tamera Seeley, with the latter two also handling bookkeeping and payroll. The firm operates as an affiliate of USA Tax & Insurance Service, Inc., a national company with over 300 agents specializing in assisting people with their retirement needs.

Austin Tax & Financial emphasizes helping clients avoid unnecessary risk in today's market conditions while protecting hard-earned retirement assets. They offer services such as retirement plan rollovers for 401(k), 403(b), 401(a), 457, and IRA plans, as well as guidance on fixed annuities for individuals aged 50 to 80, with products available up to age 100. The firm provides educational seminars and complimentary appointments to discuss annuity options and tax-saving strategies, including maximizing Social Security payouts and utilizing IRS section 72(t) for early distributions.

The business is known for its positive rating from the customers who have reviewed it, reflecting a reputation for providing worry-free retirement planning and tax services in the local community.

By combining experienced tax professionals with specialized retirement planning resources, Austin Tax & Financial offers a comprehensive approach to financial security for residents of St. Joseph, MI.

Located on Columbia Ave in St. Joseph, MI, the business sits about a tenth of a mile from Niles Avenue and a short walk from Botham Park.

BizScoreAI gives the business a Performance score of 91 out of 100, which measures how quickly the website loads to keep visitors on the page and aid search engine ranking. The Discoverability score is 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.