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About
Are you feeling overwhelmed by tax season or struggling to keep your financial records organized? You're not alone, and I'm here to help! With over a year of experience in tax preparation, bookkeeping, and business formation consultations, I specialize in simplifying the financial process for individuals and small businesses alike.
One project I’m particularly proud of involved a small business owner who approached me during their first year of operation. They were anxious about navigating the complexities of bookkeeping and tax filings while trying to grow their business. I worked closely with them to establish a solid bookkeeping system and develop a tax strategy that maximized their deductions. By the end of our collaboration, not only did they feel confident in their financial management, but they also received a significant tax refund that they could reinvest in their business.
My mission is to empower my clients by providing clear, actionable financial strategies tailored to their unique needs. Whether you're a busy professional needing assistance with tax filings or an entrepreneur looking to establish a strong financial foundation, I'm here to guide you every step of the way. Let’s work together to take the stress out of your finances and set you on a path to financial success. Contact me today for a free consultation, and discover how I can make your financial journey smoother and more rewarding!
Overview
Hired 3 times
Background checked
License verified
3 employees
3 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Credit card, and Zelle.
Customers rated this pro highly for responsiveness, professionalism, and work quality.
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Ahmed A.
Nov 18, 2024
I hired SY Group to help with the formation of my business, and they exceeded my expectations. They handled everything from submitting the necessary documents to obtaining my Articles of Organization and Statement of Information. They were also a great help with setting up payroll and filling out my tax documents. Throughout the process, they were professional, efficient, and incredibly responsive to all my questions. Highly recommend their services for anyone looking to start a business!
Monica M.
Sep 6, 2024
S Y Group provides exceptional Tax and bookkeeping services with a keen attention to detail and professionalism. Their expertise has greatly streamlined my financial processes and improved my overall business efficiency.
Hani F.
Nov 18, 2024
Great office
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is tailored to the specific services you need, ensuring that you're only paying for the work required. For those who contact me directly and seek a consultation, there is a flat consulting fee of $55. During the consultation, we can assess your needs and provide a customized quote based on the scope of work, whether it's tax preparation, bookkeeping, payroll, or business formation services.
What is your typical process for working with a new customer?
My process begins with an in-depth conversation to gather all necessary information about your financial situation. I take the time to understand where you currently stand and what your specific goals are. From there, I analyze your financial details to identify opportunities for improvement, whether it's maximizing your tax refund, organizing your bookkeeping, or creating strategies to grow your business. Together, we’ll create a customized plan that best meets your needs, ensuring clear communication and transparency every step of the way
What education and/or training do you have that relates to your work?
I have completed specialized classes and earned certifications in both tax preparation and bookkeeping. Additionally, I worked for three years under an experienced professional, gaining valuable hands-on knowledge in tax services and financial management. For the past year and a half, I’ve been running my own business, helping individuals and businesses with tax filings, bookkeeping, payroll, and financial consultations. This combination of formal education and practical experience allows me to provide my clients with accurate, reliable, and customized financial solutions.
