Services

No matter the size or type of business we have financial solutions that will allow you to focus on what is important - running your business. Simplified Financial Solutions is a full services accounting and business advisory firm. Our team of professionals are guaranteed to meet the needs of your engagement.

Assurance

Whether you are applying for a business loan, taking on new partners, or acquiring investors, accurate financial reports provides everyone peace of mind and trust in the financial results. At Simplified financial Solutions, we offer comprehensive engagements to ensure your financial reports are accurate. Contact us to find out more about our assurance services.

  • Audits
  • Reviews
  • Compilations
  • Agreed Upon Procedures
  • Due Diligence

Accounting

You didn’t go into business to track numbers, you went into business to pursue your passion. At Simplified Financial Solutions, we understand passion. Accounting and Finance is our passion. And because every great company needs great accounting, we are happy to take the grunt work off of your plate. We ensure accurate, timely, and comprehensive financials that will allow you the information you need to confidently plan for the future of your business. Contact one of our experts to see how your business can benefit from services.

  • General Ledger and Financial Statement Preparation
  • Accounting System Setup and support
  • Budgeting, forecasting, and cash flow
  • CFO Services

Tax Preparation, Planning and Compliance

The key to limiting your tax liability is proper planning. At Simplified Financial Solutions, planning for taxes is a year round process not a yearend scramble. Our professionals take time to coordinate your annual plan with your tax plan. Our professionals are experts in the most current tax laws and regulations. Speak with a professional today and find out how we can save you time and money on your upcoming tax obligation.

Tax Preparation

  • Individual
  • Family
  • Corporation and Partnership
  • Multi-State
  • Estate and Gift
  • Fiduciary
  • Tax Exempt
  • Private Foundation

Tax Planning

  • Business
  • Individual
  • Estate

Tax Related Services

  • Audit Representation with IRS or State
  • Transaction Planning
  • Tax Research

Advisory

Successful businesses always begin with the end in mind. But how to get to the desired goal takes planning. The professionals at Simplified Financial Solutions will guide you in developing a strategy that will turn your vision into a reality. It has once been said that there is security in the counsel of many. Let our experts take the journey with you to making your dreams a reality.

  • Business Start Up Package
  • Strategic Plan
  • Agreed Upon Procedures
  • Profitability Analysis
  • Due Diligence