Benefit Tax Advisors is an independent financial services firm based in Clearwater, Florida. The company's mission is to help clients make informed decisions about their money by providing professional guidance and managing their retirement plans. Their primary focus is on creating and administering tax-advantaged retirement solutions, including 401(k), 403(b), SEP IRA, and Defined Benefit/Cash Balance Plans, for both businesses and individual clients. The firm operates as a Registered Investment Adviser (RIA) and aims to build long-term client relationships.

Founded in

United States