Established Private Tax Preparation & Advisory Services

Effective tax preparation and planning can assist in minimizing your future tax liability. Bodholt Financial provides private tax preparation and advisory services for individuals and closely held businesses. Our work is structured, deliberate, and grounded in professional standards. Each return is prepared with precision, discretion, and careful attention to federal and state requirements, with an emphasis on long-term tax efficiency and sound reporting.

Services are provided by appointment. Most clients are referral-based.