Navigate the difficult world of personal finances and taxes
- Wealth management
- Retirement and succession planning
- Individual tax optimization
- Reduce your headaches and grow your wealth
Every year, Congress promises to simplify the tax code, but every year, the tax code seems to become more complicated than ever. If you’ve tried tax preparation software and found it confusing, you’re not alone. At Heartfelt CFO and Tax Services, we take the onerous task of tax preparation off of your plate, so you can focus more on your life, your family, or your business.
We handle both personal and business
Many new business owners, real estate agents, and sole proprietors tend to mix personal and business assets, because they are set up wrong when it comes to their entity or they aren’t sure how to separate the two. We start from your foundation; ensuring you are structured the right way, setting up or updating your books, and helping you separate personal and business expenses and assets. Then we move on to tax advisory services and offer you comprehensive support for your taxes, books, and overall finances.
What we do for you
The benefit of working with Heartfelt CFO and Tax Services is that you get far more than just a tax preparer. We are your financial partner. That means we actively plan and work with you throughout the year to lower your tax liability, ensure you are taking the right steps to maintain your lifestyle in retirement, and strategize ways to grow and preserve your hard earned wealth.