WELCOME TO
LONG FINANCIAL SOLUTIONS
Achieve Financial Peace With Trey Long, CPA
Welcome! I’m Trey Long, your guide in navigating the often-confusing world of finances. Whether you feel weighed down by debt, unsure of how to secure your financial future, or overwhelmed by tax season, I’m here to help. Using a faith-based, compassionate approach, I work with individuals, couples, and families to transform their financial circumstances—one step at a time.
Personalized Services Tailored to You
At Long Financial Solutions, I provide more than just advice—I walk alongside you to make lasting changes. Together, we’ll create a personalized plan to help you take control and regain hope about your financial future. My services include
Financial Coaching
Do you feel like you’re barely keeping your head above water? With my experience and Ramsey Solutions principles, I’ll coach you through challenges like student loans, credit card debt, or even the financial complexities that can arise from life-changing events, such as divorce or loss of a loved one. My vision is to help you develop the discipline to manage your money wisely—whether it’s planning for today, saving for tomorrow, or donating to causes close to your heart.
For couples, I offer a judgment-free zone to mediate financial differences and strengthen relationships through clear financial alignment.
Tax Preparation
Skip the stress of tax season! Whether you’re filing personal taxes, managing a small business, or running a successful company, I make the process simple and hassle-free. I’ll help uncover all potential deductions, credits, and adjustments to ensure you pay the lowest amount allowed while staying compliant with tax regulations.
Instead of relying on generic tax software, trust a real tax professional who’s in your corner, making sure nothing is missed.
Tax Planning
Did you know taxes are often the largest expense households face? While you can’t avoid taxes entirely, you can reduce your burden with a proactive plan. I’ll work with you throughout the year—not just during tax season—to identify opportunities to lighten your tax load, helping you retain more of your hard-earned income.
Retirement Planning
Planning for retirement can feel overwhelming with so many options like Roth IRAs, traditional IRAs, or 401(k) rollovers. How much do you need to save? Will your money outlast you? I simplify this complex process by guiding you to strategies that maximize your savings and generate sustainable income.
I favor the “dividend income” approach—helping you live off the “fruit” of your investments instead of cutting down your “trees.” While I’m not a registered investment advisor, I can coach you to become a confident, self-directed investor who’s ready for retirement.
Advising with Compassion
No matter your financial starting point, you are in a judgment-free zone here. I’ve been where you are—juggling mortgages, debt, and trying to make it all work. With God’s guidance and the right strategies, I’ve achieved financial freedom, and I’m here to help you do the same. Together, we’ll take small, intentional steps to rewrite your financial story.
Take the First Step
You don’t have to do this alone. Whether you’re ready to gain financial peace, reduce tax stress, or plan for the future, I’m here to help. Let's chat and create a pathway toward your goals.