professional, personalized services & guidance

Let Us Guide You

Welcome to Guidance Tax

Guidance Tax Management is an accomplished professional tax and accounting firm which is part of the Guidance Financial Center, including Guidance Capital Management Group. Our deep understanding of tax accounting and planning strategies provide clarity and confidence.

Our Services

Guidance Tax Management provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Service List

  • Tax Management Services
  • Advisory Services
  • Estate and Trust Planning and Tax Preparation
  • IRS Representation
  • Entity Selection and Restructuring
  • Payroll Services
  • Financial Projections and Forecasts
  • Accounting Services
  • Financial and Retirement Planning
  • Bookkeeping/Write-up
  • QuickBooks Accounting Help and Assistance
  • Cash Flow and Budgeting Analysis
  • Debt and Finance Advising

Meet Our Team

Alan Luckett, CPA

President

Alan Schroering, CPA

Tax Manager

Laura Luckett

Office Manager / Administrator

Theresa Gregory

Accountant

Client Portal

Log in to view or update your tax information and tax forms online, any time.

Access Your Client Portal

With Guidance Tax Management, you get instant access to your files and reports from anywhere!