SVA Financial Group

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.

Wiser Wealth Management

Wiser Wealth Management is an independent fee-only investment advisory firm based in Marietta, Georgia. As a fiduciary, we put our clients' interests first and do not receive commissions or sell any financial products. Our mission is to provide portfolio management, financial planning, investment management and small business retirement plans. We also collaborate with trusted business partners to provide our clients with estate planning, tax preparation and business legal services. Our team of experienced professionals is dedicated to providing outstanding service and advice to ensure our clients reach their financial goals. 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.

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.

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!

Rocky Mountain Insurance Services

Overview: Our Vision  Protecting family's assets and future. Making your money work for You! Service: We offer insurance for your auto, home, boat, motor home, ATV, life, workers comp, small business, retirement planning, college savings plans and life insurance. We are unique because as an insurance-broker agency we have a variety of Insurance carriers which allows me to do the shopping for you. We enjoy getting to know our clients on a personal level which also helps establish a long term client relationship. At Rocky Mountain Insurance Services we believe that managing your insurance policy with the utmost customer services capabilities is priority and making claims should be hassle free. This is why why we let our customers do all that online or over the phone without ever having to leave their home. My company is also known for providing Tax Preparation Services at a fraction of the cost you would pay at other major franchises. Additionally we also speak English and Spanish to convenience anyone with either of these language difficulties.

Custom Accounting CPA

Most small business owners dread tax season. Working hard all year long only to hand a huge chunk of your profits and income over to the IRS really hurts but Custom Accounting Inc can ease your pain. We're not the average Brooklyn NY CPA firm. In addition to the standard training required, we attend special training as a Certified Tax Coach and can create a personalized tax strategy that will save you thousands. A traditional tax preparer knows how to put the right numbers in the right boxes but doesn't know how to find real tax savings. Our firm is different because we're highly educated in proactive tax planning techniques for small business owners, entrepreneurs, and high net worth individuals. Custom Accounting Inc specializes in business taxes, bookkeeping services, payroll services, small business accounting, cloud accounting, financial and business consulting, QuickBooks™ setup and support services, Outsourced CFO and controller services, incorporation and new business advisory.

Coet 2 CPAs

As small business specialists, we offer a comprehensive solution to help our clients build and protect their wealth by efficiently managing their taxes. We guide our clients from the launch of their business through exit planning, working with them to materialize cash flow management and profit maximizing strategies. Our team of professionals are former IRS employees and are highly skilled in tax planning and preparation. We also provide accounting systems design, such as QuickBooks, and have a QuickBooks Pro Adviser on staff. We are proud to offer one-stop services that cover a broad spectrum of needs, including income tax planning and preparation, payroll services, sales tax, personal property tax, and retirement plan establishment and maintenance. Moreover, our list of services does not stop there; we also offer business valuation, forensic accounting services, and litigation support for our clients.