Michel Tax Service offers year-round financial planning, accounting services

Find helpful information at micheltaxservice.com

From left: Terri Beckwith, Donna Giacini, Dan Michel and Julie Wollaber.

From left: Terri Beckwith, Donna Giacini, Dan Michel and Julie Wollaber.

Highly skilled, professional and exceptionally friendly staff, combined with fair, honest preparation fees are what sets Michel Tax Service in downtown Baldwinsville far above any other tax preparation service anywhere, according to Dan Michel, the owner of the firm.

“Our preparers are knowledgeable, full-time preparers who are skilled in all areas of accounting and tax preparation who strive to insure that each client receives the best possible return that he or she is entitled to,” said Michel. “combine this with the fact that our pricing structure continues to be about half of the “seasonal” mall type operations with seasonal staff and it’s no wonder that Michel Tax Service is by far the largest tax preparation service in Central New York.”

“Our firm prepares, on average, about 60 returns per day during tax season,” said office manager and enrolled agent Julie Wollaber. “No other firm that we are aware of comes close to serving this number of satisfied clients.”

Central to the continued growth of the firm year after year is the fast, friendly dedicated staff, and the word-of-mouth referrals that their thousands of satisfied clients offer.

“Loyal satisfied customers are happy to recommend our services to their friends and family,” said Wollaber. “When you add our new client price guarantee of at least 25 percent less than your preparer’s fee last year, it’s easy to see why we are experiencing such tremendous growth.”

Michel Tax Service also offers year-round payroll and accounting services, along with financial and retirement planning. Michel has been a registered representative and independent broker for the past 23 years and specializes in retirement planning services. Wollaber is also a registered representative specializing in mutual fund retirement and investment services and life insurance products. Julie is available year-round to offer free insurance reviews.

Beginning its 57th year of operation, Michel’s father-in-law, David Forst, founded the firm in 1955. Since its founding, the company has grown from a one-person part-time operation to a full-service financial planning and accounting firm, employing five preparers and a total staff of 13. Last year the firm served over 4,400 personal and business clients.

Call 635-6293 or 635-5071 for more information, to drop off your tax information or to set up an appointment to meet with your preparer.

Michel Tax Service is at 32 Oswego St. in the center of the village of Baldwinsville. Call or visit soon for all your accounting, financial, insurance and retirement planning needs.

Visit micheltaxservice.com for helpful information including online tax preparation assistance and important links to accounting services.

Vote on this Story by clicking on the Icon


Use the comment form below to begin a discussion about this content.

Sign in to comment