Why Choose C & E Financial Services?

At C & E Financial Services, Inc. we believe that financial guidance should be as personal as it is professional. We take the time to understand your unique situation, goals, and challenges so that we can provide solutions tailored just for you. Our hands-on approach means you’ll never feel like “just another client.” Instead, you’ll have a trusted team who listens, supports, and works alongside you to achieve the results you’re looking for.

Personal Tax Preparation call C & E Financial Services, Inc. at 561-433-5885

Personal Tax Preparation

Optimize your tax savings with our dedicated individual tax preparation solutions.

  • Filing for Forms 1040, 1040X, and 1040NR

  • Dual-status filings

  • Foreign earned income exclusions and foreign tax credits

  • Tax treaties, FINCEN 114, FAT

Entity Tax Preparation call C & E Financial Services, Inc. at 561-433-5885

Entity Tax Preparation

Safeguard your assets with comprehensive tax and planning services designed to protect your beneficiaries.

  • Preparation for Estates (Form 1041), Complex and Simple Trusts, Revocable and Irrevocable Trusts

  • Generation-skipping transfers (Form 706)

  • Gift tax returns (Form 709)

  • Estate and inheritance tax services

Business Tax Preparation call C & E Financial Services, Inc. at 561-433-5885

Business Tax Preparation

Navigate the latest tax regulations and identify opportunities for savings with our expert business tax services.

  • Support for sole proprietorships

  • Tax filings for LLCs, partnerships, and corporations (C or S)

  • Assistance for non-profit organizations

Additional Services call C & E Financial Services, Inc. at 561-433-5885

Additional Services

Tax planning strategies

  • Bookkeeping support

  • Payroll management

  • Retirement tax planning

  • IRS resolution assistance

  • ITIN support

  • New business registration

  • Incorporation services

  • Non-profit setup and compliance

  • Additional business services

Schedule a complimentary consultation