INTUIT is a secure online portal used to communicate and share information with your tax preparer.
If you used the portal last year, use that same profile this year.
If you're new to using the portal;
Click the link below to send us a request to get started setting up your profile.
The Taylor Agency is pleased to offer comprehensive service to our clients with the addition of income tax preparation to our insurance and investment services.
Our team is able to provide attention to all your financial needs and concerns, making The Taylor Agency your solution for a complete, seamless financial service provider.
We handle individual, self-employed, small business tax returns and Trust returns.
Simply schedule a window of time to drop-off your tax information to us.
Click Here or call us at (517) 265-2323
One of our experienced Tax Professionals will prepare your return for you.
We will schedule a time for you to come in to review and finalize your return with us!
Securities offered through Sigma Financial Corporation, member FINRA / SIPC. Not NCUA or FDIC insured. Not a deposit product, nor a condition of any credit union service. No credit union/affiliate guarantee. May lose value. Investment advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. The Taylor Agency is independent of Sigma Financial Corporation.