Services

Lifeway Tax Advisory goes beyond basic tax preparation by offering comprehensive financial guidance tailored to each client’s unique needs. Their team of experienced tax professionals works closely with individuals, entrepreneurs, and businesses to ensure they take full advantage of deductions, credits, and tax-saving strategies. Whether you need assistance with estate tax planning, retirement tax optimization, or corporate tax structuring, Lifeway Tax Advisory provides expert insights to help you build long-term financial security while staying compliant with ever-changing tax regulations.

Additionally, Lifeway Tax Advisory specializes in IRS dispute resolution and audit support, offering clients peace of mind in handling complex tax issues. If you’re facing an IRS audit, tax liens, or back taxes, their team can negotiate on your behalf, set up structured payment plans, and explore options like Offers in Compromise. By leveraging their deep knowledge of tax law, they help clients reduce liabilities, avoid penalties, and resolve tax problems efficiently. With a commitment to accuracy, integrity, and client-focused service, Lifeway Tax Advisory ensures that tax season is stress-free and financially beneficial for every client they serve.

01

Tax Strategy

Lifeway Tax Advisory helps individuals and businesses develop customized tax strategies to maximize deductions and minimize liabilities. Their team ensures that clients comply with tax laws while taking advantage of available credits and benefits.

02

Tax Planning

Proactive tax planning is essential to financial success. Lifeway Tax Advisory provides year-round guidance to help clients prepare for tax season, structure their finances efficiently, and avoid last-minute surprises.

03

Tax Preparation & Filing

Whether for individuals or businesses, Lifeway Tax Advisory offers accurate and efficient tax preparation services. They ensure all necessary documents are filed correctly and on time, reducing the risk of errors or audits.

04

IRS Representation & Resolution

If clients face IRS audits, back taxes, or other tax-related issues, Lifeway Tax Advisory provides professional representation to resolve disputes, negotiate settlements, and help clients get back on track financially.

Lifeway Insurance Brokers place picture
5.0
Based on 31 reviews
Ebony Jackson profile picture
Ebony Jackson
2 years ago
Roger was incredibly thorough, attentive, and patient in assisting me with finding coverage for both my business and car insurance. This was, without a doubt, the best customer service I've ever experienced. It was clear that he wasn’t just trying to make a sale like he genuinely cares about his clients, and it shows in his work. I will definitely choose this place again for any of my insurance needs.
Michael Hogan profile picture
Michael Hogan
2 years ago
Roger and his team were great and very helpful throughout the process. Definitely recommend giving him a call.
Adam Beason profile picture
Adam Beason
2 years ago
Excellent service and five star coverage
Hiren Chudasama profile picture
Hiren Chudasama
2 years ago
Thank you Lifeway for everything you all have done for me from Commerical to residential Insurance. Best prices with the best customer service.
Lori Lord profile picture
Lori Lord
2 years ago
Lifeway is a great insurance broker! They have been able to support my home, auto and business needs which makes things so much easier. And they are always available to answer my questions when needed.
WRX Team profile picture
WRX Team
4 years ago
Roger has done an excellent job with providing clarity and insight every year for our business. I'm consistently impressed with the simple to understand approach and detailed answers.
Prince Henro profile picture
Prince Henro
4 years ago
Roger Gets me right everytime. Use him for all my businesses and life. Even takes care of my taxes. Definitely recommend.
Candice McGlen profile picture
Candice McGlen
5 years ago
I would recommend Lifeway to anyone who is looking for not just outstanding customer service but SOLUTIONS that will support your needs and goals. Roger is a wealth of knowledge and always willing to share what he knows to ensure his customers are empowered to make the best choices for their lives. When you work with Roger, you’re guaranteed to protect your assets while becoming more enlightened in the process. I am very pleased and will continue to use LifeWay for my insurance needs.
ari miller profile picture
ari miller
5 years ago
The team at Lifeway made sure that I understood my insurance policies, and gave me real life examples of why I needed certain coverages. Lifeway seemed to care about me as another human, not just as an insurance client. They helped me protect myself against heavy financial losses that would have placed extreme Financial burdens on my family. I’m grateful for the thoroughness of the team at Lifeway & i am a client for life! Also, Lifeway’s tax advisory service was extremely patient and the Broker was sure to do his due diligence in filing my taxes accurately and most logically so that I could make the most of this tax year. Love it here!
Ben Freelon profile picture
Ben Freelon
5 years ago
If you are looking for an expert to offer great service in the process of acquiring insurance for your business, Roger is the man! He explained my policy in a manner that was easy to understand, answered all of my questions, and walked me through the process. I usually don't do reviews, But His Service Definitely Deserves a 5⭐