Sloan Financial and Tax Services PC

TAX SERVICES FOR BUSINESSES AND INDIVIDUALS: We provide these tax services for business and individuals: tax planning, federal and state tax preparation with electronic filing.

ACCOUNTING SERVICES: Our firm provides Payroll Services, General Ledger Services, and Financial Statement Preparation & Analysis.

FINANCIAL SERVICES: Roger M. Sloan, CFP®, ChFC, CPA, through his affiliation with Vest Investment ServicesSM, can provide you with valuable information to help you make important financial decisions, such as planning for retirement, financing a college education, or investing for your family's future.

RETIREMENT PLANNING: People entering retirement are facing new concerns. As healthcare is improving and life expectancies rise, you are likely to live longer during retirement than past generations. Unlike your parents who likely had their retirement funded mostly with guarantees made by their employers and government, the assets you have accumulated may be your primary source of cash flow. Roger Sloan, an investment representative with Vest Investment ServicesSM, can partner with you to create an investment plan considering the level of assets needed to fund your vision of retirement including likely income needs, potential tax implications and risks that can stand in the way of realizing your vision.