What effect will taxes have on
your financial goals?
Our first priority is helping you take care of yourself and your family.
Dixie's Tax & Financial Services does this by uniquely combining
wealth management advice with vast knowledge of tax planning
and implications.
Discover Tax-Smart Investing
Whatever your aspirations, getting there requires a sound plan. You'll want a savvy financial
professional who can provide solid wealth management advice with a sharp knowledge of tax implications.
The difference between being Tax-Smart and not is life-changing.
Traditional financial professionals focus on maximizing pre-tax returns, but they miss
a big part of the picture. The average American pays $10,489 in income taxes1.
Over a 20-year period, that's more than $200,000.
1 SOURCE: USA Today "A Foolish Take: How Much Does The Average American Pay In Taxes?" October 7, 2017.
We start with your goals and work backwards.
Wealth Management & Financial Planning
We create strategies that are tailored to your needs and goals.
Tax Services
Years of experience have prepared us to guide you through your life transitions.
1031 Exchanges
Defer recognition of capital gains and related federal income tax liability on the exchange of certain types of property.
Medicare
We are here to give you peace of mind by helping you with every decision in your Medicare journey.
Bookkeeping and Payroll
Partner with us so that you can focus on what really matters—growing your business.
About Us
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.