Broker Check

Tax Preparation Services

We do it so you don't have to.

First Financial Advisory Services, Inc. (FFAS) does not directly provide tax preparation services. However, a member of our Advisory team has an independent tax preparation company. Pete Robinson and the team at RC Associates, LLC have 18 collective years of experience in individual and family tax preparation. If you’d like to see the tax impact of your various investment options, Pete’s team is happy to help. 

For more complex tax needs, including commercial business and trusts, FFAS can refer to up to three different Certified Public Accounting firms.

Financial and investment advisory services are offered through FFAS. Securities are offered to our clients through First Allied Securities, Inc. (FASI), a registered broker/dealer and member of FINRA/SIPC. Tax preparation services are not provided by or endorsed by First Allied Securities, Inc.

FFAS is registered under the Securities & Exchange Commission (SEC), and is a separate entity from FASI.