Tax Preparation
​Dean Financial Group provides tax preparation services to individuals, businesses, trusts and estates. We are able to help clients gather required and useful information and prepare complete, organized and accurate tax returns that satisfy federal and state filing requirements. Our team can save you time, money and anxiety!

Tax Planning
Taxes are a necessary cost we all must account for as individuals and for businesses, trusts and estates. Dean Financial Group can analyze your current situation and employ strategies that help determine if you are paying more than required. We consider what deductions are available for you and when taking them makes sense in relation to your income; we also help determine when your income needs to increase or decrease to maximize tax benefits.

IRS & State Tax Resolution
Receiving a notice from the IRS or state government can create fear and anxiety. Dean Financial Group has the knowledge and experience to guide you through the situation and find a resolution. We review the notice, comprehend what the charge or inquiry is regarding, and explain the situation and possible ramifications to you in detail—making sure you understand and can make well-founded decisions. We will advise you on when and what you should pay, and act on your behalf directly with the IRS. Our goal is to reduce or eliminate penalties when justified.

Accounting, tax and advisory services provided by Kantzos & Company, LLC. Wealth management services provided by Dean Kantzos Wealthcare, LLC. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of MA, NH, NJ, NY and OH. This is not an offer to sell securities in any other state or jurisdiction.

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