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News and Updates

87,000 New IRS Agents!?

January 11, 2023

Recap of Tax Law Changes for 2022 Filings

Year End Accounting Checklist for Businesses

December 19, 2022

We caught up with staff accountant, Taiya Anderson, to find out her year-end checklist for businesses, perfected over her 30 years managing books. 1.

What a Career in the Insurance Industry Taught Me

December 14, 2022

Wendy Schell, one of Epic Trust’s insurance advisors, will be retiring at the end of this month with over 40 years under her belt in

At Epic Trust, we care about people, not just numbers. In fact, we believe money is just a tool to help us accomplish good things in life—including service to others in our community.

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Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.

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