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In Person Services

New Health Insurance Consultation

Medicare Renewals

Please email your medication list (a photo is fine) to admin@davistaylorfinancial.com or text to 785.504.4640 at least 24 hours PRIOR to your appointment. Thank you!

Existing Client Review/Consultation

If you are an existing client and would like to review your plans and information.

Tax Preparation/Book-keeping

Discuss and review income tax returns or questions regarding book-keeping and business planning.

Health Insurance Renewals

If you have had health insurance with us in the past and need to complete your plan-year renewal.

Tax Return Review/Pickup

Review completed tax return, sign, and pick up all documents.

New Medicare Consultation 

Please email your medication list (a photo is fine) to admin@davistaylorfinancial.com or text to 785.504.4640 at least 24 hours PRIOR to your appointment. Thank you!

Customer Service Questions

For those with questions or needing to update information on health insurance or Medicare plans, get copies of tax documents, etc.

All Other Consultations

To discuss other plans and products offered by our office or for personalized planning questions.

Contact

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