Financial Angels

D4 Fiduciary and Business Advisory Services

At D4 Fiduciary and Business Advisory Services, based in Napa, California, our mission is to establish trust and preserve your legacy by overseeing the transitions of life. We specialize in Estate and Trust Settlement, Probate Administration, Trust Administration, as well as serving as Executor, Trustee or other fiduciary roles to provide clients with peace of mind. Our experienced team can handle the administration of transitions impacting your Estate and Trust with professionalism and expertise. We have the experience and knowledge to help you with your Estate and Trust needs. Our services include Estate Settlement, Probate Administration, Trust Administration, serving as an Executor, Trustee, Special Trustee and more. With our help, you can focus on your family’s needs while having the assurance that your legacy is properly taken care of. Contact us today to find out how we can help.

Lipsey and Associates

Business's: Working with Lipsey & Associates is like having a dependable advisor on staff. Our team takes care of all your regular accounting duties so that you can concentrate on your business. We offer different tiers of service to fit your business because we understand that no 2 businesses are the same. We offer: Bookkeeping Payroll Services Business Tax Preparation and Filing Audit Protection Business Advisory Services Individuals: When it comes to personal income tax, we understand how things can get complicated. We offer a modern, secure process from start to finish so that you don't have to leave your house to have your return filed. If you have a complicated tax return, make sure to reach out to us today! Perhaps you have inquiries about: Sale of a vacation home Nanny tax Home office deduction 529 plan Gift tax Estate tax

Bender-Carey Group

The Bender-Carey Group is dedicated to helping business owners find their way through the stages of growth and expansion that lead to success. With over 50 years combined experience in the commercial lending industry, our principals possess Wall Street Securities Licenses and have a vast knowledge of finance. We work together with you to provide the best financing alternatives that match your project requirements. Whether it's for the purchase of a new property or the refinance of an existing property, our business advisory services can help find solutions to your financial needs. We partner with financing sources to ensure your business has the line of credit it may need. Our team will work with you every step of the way, so you can be sure that the solution fit your needs exactly. Let The Bender-Carey Group help you get where you want to be. Contact us today for more information on how we can help your business grow.

Sorge CPA & Business Advisors - Waukesha

Sorge CPA & Business Advisors - Waukesha offers a range of services, including audits, reviews, compilations, and preparations; business advisory services; individual and corporate services; accounting and payroll services; and financial and retirement planning.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.

Averett & Associates

Averett & Associates, PC is a Salt Lake City based accounting firm offering comprehensive services such as tax, accounting, payroll and business advisory services. We strive to provide the best advice possible to help you achieve success in your business by saving on taxes and maintaining accurate financial records. Our services are tailored to your individual needs and we are always available to provide on-site consulting when needed. We take pride in our relationships with our clients and are committed to providing the highest quality services at competitive prices. Our experienced team of professionals are highly knowledgeable and experienced in meeting the accounting needs of businesses of all sizes. They take great care in understanding your needs and providing personalized advice that will help you reach your goals. We use the latest technology and software to ensure accuracy and reliability of data. Our services are backed by our commitment to excellent customer service, and we strive to ensure that you are completely satisfied with our work.

Roschke & Wall Business Advisors & CPAs

Who is responsible for your business' finances? Paying your bills? Filing your taxes? Very few small businesses have experienced accounting professionals to manage their day-to-day finances, let along tackle bigger issues. And doing it yourself is not exactly your favorite part of the job. Why not outsource your accounting function so you can do what you're passionate about? Tax and accounting is what we love to do, and we'd like to help you. Together we can focus on "Helping You Grow.". We specialize in business income tax planning & preparation, accounting for small businesses, certified audits, accounting for government contractors, financial statement preparation, business management, & business advisory services.

Smith & Associates

Smith and Associates P.C. is a Colorado based Certified Public Accounting firm that specializes in providing monthly accounting and tax services to small and medium size businesses. We have been serving these clients for over 10 years and currently have over 100 clients who trust us with their accounting needs. Our services include bookkeeping, payroll, tax planning and preparation, QuickBooks, accounting, and CFO/Business Advisory Services. Whether you are looking for someone to maintain your accounting records or simply review your internal accounting systems, we can help you. We provide payroll, financial statements, QuickBooks consulting, part-time CFO services, cash flow management, bookkeeping, and tax planning and preparation. We have the knowledge and experience to help you reach your goals and would love the opportunity to meet with you. Call us today so that we can get working on your behalf.

Sal Garcia, CPA

Sal Garcia CPA "The Tax Hammer" is a corporate executive with more than 25 years of professional tax preparation and accounting experience, as well as business advisory services. Our mission is to provide the highest quality of services at an affordable price. We offer next day loans for eligible applicants through a 3rd party partner Republic Bank, so you don't have to pay upfront for your tax return. You can choose from several secure options to receive your refund. In addition, our team can help you find the most advantageous way to get a refund or lessen your tax liability under the law. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.