Business Details
Trusted Tax & Financial Services in Salem, MA
Finer Financial & Tax has been serving individuals and businesses in Salem, Massachusetts with comprehensive financial and tax solutions since our founding. Our team of certified professionals combines decades of experience with personalized service to deliver strategic financial planning, tax compliance, and business advisory services. We prioritize client relationships through transparent communication and tailored guidance, ensuring each client receives dedicated attention.Our expertise spans estate planning, wealth management, payroll services, and IRS representation, supported by a commitment to ongoing education in tax law and financial strategies. As a locally-owned firm, we understand the unique needs of our community and strive to build long-term partnerships based on trust and results-driven service.
Services
Tax Preparation
Estate Planning
Payroll Services
Wealth Management
IRS Representation
Business Accounting
Cash Flow Management
Succession Planning
Tax Planning
Elder Care Services
Highlights and features
- We offer 40+ combined years of experience in tax and financial planning
- Our team provides personalized service with free initial consultations
- We handle complex IRS issues including audits and tax debt resolution
- We offer integrated services covering accounting, tax, and wealth management
- Our firm maintains affiliations with investment advisory professionals
What people say
Personalized attention
IRS issue resolution
Comprehensive planning
Free consultations
Local expertise
Services
Tax Preparation
We prepare individual and business tax returns with accuracy and compliance. Our team stays current with changing tax laws to ensure proper filings while maximizing deductions. Clients receive proactive advice to optimize future tax positions through strategic planning.
Estate Planning
Our estate planning services simplify complex legal processes. We help clients create wills, trusts, and succession plans to protect assets and ensure smooth wealth transfer. We coordinate with legal professionals to meet individual family needs and state requirements.
IRS Representation
We resolve IRS issues including audits, liens, levies, and payment plans. Our specialists negotiate with tax authorities to reduce liabilities and establish manageable payment arrangements while maintaining client confidentiality throughout the process.
Wealth Management
We develop customized wealth management strategies considering tax implications, investment allocation, and risk management. Our approach integrates financial goals with practical solutions for long-term wealth preservation and growth tailored to each client's circumstances.
Business Accounting
We handle complete accounting functions for small businesses including payroll, financial reporting, and cash flow management. Our services allow business owners to focus on operations while ensuring accurate financial records and compliance with regulatory requirements.
People
Michael S. Finer
Founder
Certified tax professional with 30+ years experience in financial planning and IRS representation. Recognized as Five Star Award Winner in 2016 for exceptional client service in Salem, MA.
Gary M. Coon
Wealth Management Advisor
Co-host of Money Talks radio show with expertise in investment strategies and retirement planning. Provides financial guidance to families and business owners across Massachusetts.
Ellen M. Finer
Estate Planning Specialist
Specializes in elder care services and estate planning solutions. Helps families navigate complex inheritance matters while maintaining compassionate client relationships throughout the process.
Questions
What tax services do you offer?
We provide tax preparation, planning, audit representation, and resolution for back taxes, liens, and wage garnishments.
Do you serve both individuals and businesses?
Yes, we offer financial planning, estate planning, and tax services for individuals, plus accounting and advisory services for businesses.
How do you handle IRS problems?
Our team specializes in IRS audit representation, tax debt resolution, and filing compliance for individuals and businesses.
What financial planning services are available?
We provide wealth management, elder care planning, investment strategy, and comprehensive financial planning for families.
Do you offer business advisory services?
Yes, we offer CFO services, cash flow management, succession planning, and business formation assistance for entrepreneurs.
How can I schedule a consultation?
Contact us via phone or email to schedule a free initial consultation at our Salem, MA office.
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