Austin Tax & Financial

Austin Tax & Financial is an accountant in St. Joseph, MI, located at 715 Columbia Ave. The firm works with people who are entering retirement or have already retired, helping them protect retirement assets and plan for income with potential tax-saving advantages. Its services include tax preparation, bookkeeping, and payroll, along with retirement planning that addresses fixed annuities, retirement plan rollovers from 401(k), 403(b), 401(a), 457, and IRA plans, and early distributions under section 72(t) of the IRS code. The team includes Tom Austin as President, Sharon Austin as Senior Vice President and Tax Preparer, Vickie Rossi as Executive Administrative Assistant, Lila Megna as Tax Season Manager, Tari Howard as Tax Preparer, and Michele Wilkins and Tamera Seeley in bookkeeping, payroll, and tax preparation. The firm holds a rating of 4.60.

The practice is built around bringing an accountant, a lawyer, and a retirement advisor together at one business location, so clients can address their long-term retirement goals in one place. Its stated focus is helping clients pay less in taxes and move toward a financially stress-free retirement, and it approaches that by first learning each client's individual needs and goals. The firm is an affiliate of USA Tax & Insurance Service, Inc., a national company with more than 300 agents who assist people with retirement needs, and there is never a fee to meet with any of its agents. It offers free brochures on annuities and free educational seminars, and it advises planning a tax and retirement strategy early to maximize returns and to maximize Social Security payouts.

The office sits on Columbia Ave, about a tenth of a mile from Niles Avenue and roughly four tenths of a mile from Niles Road and Napier Avenue. Botham Park is about two tenths of a mile away, the Saint Joseph City Library about three tenths of a mile, and Whittlesey Park about four tenths of a mile.

Austin Tax & Financial holds a positive rating from the customers who have reviewed it, a reflection of the tax preparation and retirement planning work it provides to retirees in and around St. Joseph.