Jeffery Serbus is the dynamic owner of Liberty Tax Service franchises located in Jacksonville, Wilmington, and Havelock, NC, where he leverages his extensive expertise in financial services to empower clients with strategic financial planning. With a unique approach to financial management, Jeffery specializes in identifying...
Jeffery Serbus is the dynamic owner of Liberty Tax Service franchises located in Jacksonville, Wilmington, and Havelock, NC, where he leverages his extensive expertise in financial services to empower clients with strategic financial planning. With a unique approach to financial management, Jeffery specializes in identifying and recapturing funds that individuals and families unknowingly transfer away through various channels, including mortgages, taxes, and qualified plans. His keen insights help clients optimize their financial strategies, ensuring they are not leaving money on the table when it comes to college planning, credit card expenses, and other financial obligations.
At Serbus Financial Group, Jeffery is deeply committed to educating clients about the nuances of corporate tax structures and the importance of financial analysis. His proficiency in tax accounting and mergers & acquisitions allows him to provide tailored solutions that align with each client's unique financial landscape. By utilizing advanced tools like Microsoft Excel and other financial software, he meticulously analyzes income statements and financial data to uncover opportunities for savings and investment growth.
Key projects under his leadership include comprehensive financial workshops that focus on demystifying complex tax codes and enhancing financial literacy among local communities. Jeffery’s entrepreneurial spirit drives him to continuously seek innovative strategies that not only benefit his clients but also contribute to the overall economic well-being of the regions he serves. Through his dedicated efforts, he is transforming the way individuals perceive and manage their finances, making him a valuable asset in the financial services industry.
