Brandie Becker Osburn - Prudential Financial

WorthPointe

WorthPointe is a fee-only financial planning firm that was created to foster strong client relationships, long-term financial planning and be an unbiased source of financial advice for business owners, executives and their families. Our Austin Certified Financial Planner™ professionals offer a five-step process that incorporates investment consulting with tax planning, asset protection, estate planning and charitable giving. We are a fee-only firm, so clients always know what they are paying for: no hidden fees. We serve a select group of entrepreneurs and their families in the Austin area, providing tailored advice and strategies. Our team of Certified Financial Planners™ has the expertise to offer personalized financial planning and wealth management services to meet the unique needs of our clients. We strive to build meaningful relationships and provide the highest quality of service to those we serve. To discuss partnering with one of our Austin-based financial planners, please contact us.

7 Ways Tax Services

Are you looking for a simple online tax preparation service? Look no further than 7 Ways Tax Services! Our 15-30 minute service will have your taxes filed in no time. Plus, we offer a $75 referral bonus and travel incentives for filing with us. We also provide bookkeeping services for business owners and independent contractors. Keep track of all your financials with ease. In addition, we offer affordable life insurance policies for those on fixed incomes. Our benefits coordinator is contracted with a national broker to get you the best policy for your budget. Secure your family's future with this great policy.Finally, we provide business setup consultation. Legalize your business as an LLC or corporation and protect yourself and your business from any potential theft. 7 Ways Tax Services is here to assist you with any of your tax needs. Contact us today and let us help you out!

Unisource Financial Group

All financial services: * Accounting services * Business tax preparation * Financial advising * Startup taxes * Business formation * Entity selection for business owners * Quickbooks ProAdviso * Real Estate taxes * Tech startup * IT taxes "Samy is THE BEST tax accountant San Francisco has to offer!" If tax preparation and accounting sound scary to you, it doesn't have to be! We can help. Don't let your taxes break you! We work year-round to minimize your tax burden.  Our goal is to provide you with tools and personalized service to help you make smart tax decisions.   "Best financial services in San Francisco." We offer a complimentary consultation.  We'll get to know you, listen to your concerns for your business and financial future, then focus on realistic solutions.  That is what we do every day at Unisource Financial Group. We are very flexible and make time to meet and answer all your questions. "Thank you for your amazing service and hospitality. I will definitely recommend Unisource to anyone in need!" "I've been very happy with Samy's professional tax services and GREAT customer service skills." Always attentive and quick to respond, we have a great one-on-one service and are extremely reliable.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Met Business Capital

Met Business Capital is an advanced FinTech Marketplace which offers small business loans and financing solutions. Our cutting-edge technology simplifies the application process, making it easier than ever for business owners to secure the funds they need. We have partnered with 75+ lenders to make sure our customers have access to the best SBA loans, short and long-term loans, and equipment financing. Our mission is to provide business owners with the necessary resources to help them succeed. We are committed to providing exceptional customer service and our team of experienced professionals will work with you to find the loan program that meets your needs. Our innovative platform provides quick approvals and fast funding, so you can get the financial support you require when you need it most.

Robert A Keisler

Are you looking for advice to help your business save money and reduce overhead? The knowledgeable team at Robert A Keisler CPA P A offers financial coaching to business owners in the Columbia, SC area. Our mission is to provide effective money management techniques to help you succeed in your business. We understand that handling business finances can be complicated. That's why we offer personalized services to fit your unique needs. Whether you're just starting out or have been managing a company for years, our experienced team can guide you through the process of balancing the books and reducing expenses.

HP Law

We are a small firm committed to high-quality personalized service at a reasonable fee.  We offer a full range of estate planning services from Wills and Power of Attorney appointments, to Revocable Living Trusts and Irrevocable trusts. We can help you settle your loved-one's estate through Probate. We can also help you become appointed Conservator and/or Guardian over someone who is unable to care for themselves. We are focused on helping you form a business entity for your small business, or can consult with you on your existing business structure to explore whether any changes would be in your best interest. For those who have worked to accumulate a nest-egg, we can help you with Asset Protection planning so that your life savings are not vulnerable to an unexpected or frivolous law suit. For those in higher risk professions; medical professionals, financial professionals, small business owners with employees, construction and architecture, etc. we can help you build a structure that will deter frivolous litigation in the first place, and protect you from losing personal and family assets in the event that a lawsuit is filed against you.

TaxPlus

"Plan to Reduce Your Income Tax!" Our highly qualified staff has over 50 years of combined personal and business tax planning and preparation experience. Personal and business tax returns.  Federal, state, multi-state, city, sales tax filing and foreign related filings. Filings for business owners, independent contractors, freelancers, and self-employed individuals.  Sole proprietorships, partnership, LLC, Corp., and S-Corp. filings. Tax planning for individuals and businesses, including business entity comparisons and formation. Corporate, small business, and personal accounting. QuickBooks setup and bookkeeping. We also want to help you to understand which forms you must file, the income, payroll and sales taxes you must pay and other procedures you must follow to stay in compliance with the IRS or other government agencies. In affiliation with Untax tax resolution services, we can help resolve any tax problems.  See all Untax services at untax.com. Preparation of back tax returns. Release and modification of bank levies and wage garnishments. As well as negotiation of installment agreements. Offers in compromise for those clients who qualify based on their financial circumstances. Audit representation.

D&P Financial Services

At D&P Financial Services, we are committed to providing our clients with the highest level of service and support. We offer a wide range of accounting services for business owners, executives, and independent professionals at an affordable cost. Our experienced and friendly team is dedicated to professionalism, responsiveness, and quality in all that we do. We understand how important it is to have reliable and accurate financial advice. That’s why we strive to provide our clients with the best possible service, offering close personal and professional attention. Our firm is also known for its quick and accurate personnel, providing total financial services to individuals, businesses, and other agencies. We pride ourselves on being a leading firm in the area that provides the highest standards of quality. If you would like to learn more about how we can help you, please contact us for a free initial consultation.

True Root Financial

At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. Our mission is to help our clients achieve their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which means no commissions and no product pushing. Our team of experienced advisors have the professional knowledge and specialized skills to customize strategies that fit the needs of our clients. With our expert guidance, you can trust that your investments, taxes and wealth are in good hands.

Michael H. Schwartz, P.C. Law Firm

Review: Practicing Bankruptcy for Over 24 Years Michael H. Schwartz & Associates helps restore clients' financial lives so they can face their futures with hope. We help people who are suffering financial difficulty to get the financial debt relief they need to get a fresh start. We help people facing mounting debts and threats of foreclosures to file personal bankruptcy so they can start over. For business owners facing cash flow problems, we develop workout plans so they can continue to own and operate their businesses. We know how the new bankruptcy laws affect Chapter 7 filings, Chapter 13 filings, and debtors' rights. We can advise you as to your options under the new law and your best course of action. For the past 24 years, we have worked hard to give our clients hope so they can get back on track.

Innovative Lease Services

At Innovative Lease Services (ILS), we provide reliable and customized financial services for businesses. Our office is located in Carlsbad, California, and our mission is to create the best possible financing solutions for business owners of all sizes. We offer a wide range of products and services, including commercial equipment financing, business equipment leasing, working capital loan programs, merchant services, business cash advance programs, start up business financing, SaaS financing, and more. Our dedicated team has decades of experience in the industry, and we strive to provide the highest quality of customer service and tailor-made solutions to meet your specific needs. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

SJ Accounting Consulting

At SJ Accounting Consulting, we provide comprehensive corporate financial services to business owners and corporate executives across the US. Our experienced team of professionals specialize in CFO consulting services, tax consulting services, corporation, accounting system and policy set-up and business retirement plan set-up services. As your CFO, we review, analyze, and monitor your financial information to ensure you reach your financial goals and objectives. We also provide tailored tax solutions to help you manage your liabilities in a proactive manner. Additionally, we build your own electronic accounting and payroll system and policies, as well as guide you on how to choose the right corporate retirement plan and investment vehicles. As a national and international firm, we offer our services online in the form of web meetings. This allows us to support clients from all over the country. We are committed to providing the best quality services for businesses looking to grow and achieve profitability.

Sharon Eddy CPCU, CLU, ChFC, CASL - State Farm Insurance Agent

At Sharon Eddy CPCU, CLU, ChFC, CASL - State Farm Insurance Agent, we are here to help you find the best insurance options for your individual needs. We provide comprehensive coverage and discounts for car, home and renters insurance, as well as life insurance and financial services. Small business owners can also find general liability, worker comp and professional liability from our experienced team. Our knowledgeable staff are available 24/7 to provide quotes and answer any questions you may have. Licensed in VA, MD and DC, contact us today and let us help you secure the coverage you need. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.