As a new business start up I needed a CPA firm to help set up my books and handle my IRS filings, and I was referred OH Partners CPA. They did an excellent job in setting up and my books and bringing my taxes up to date in a very timely manner. I have had very easy access to them and they return my calls promptly and communicate in a courteous manner.
They have also been very helpful in working with my bank to meet my financial reporting requirements by providing accurate financial statements to the bank for my line of credit.
I was referred to Denislav by a friend and I'm very glad I got to meet him. He truly worked with me and in my family's best interest. He explained everything clearly and made complicated topics simple and easy to understand, putting us on the path to financial security.
be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!
Ian Smith is great. He's responsive and goes to great lengths to to make sure my questions are answered. His feedback is honest and direct, and his insight on how to make better financial decisions is invaluable.
I offer tax, accounting, and financial statement preparation. I have worked in the accounting and finance profession for the last 5 years, with focus on individual and corporate taxation, developing and creating financial statements for companies, and helping them organize and file articles of incorporation.
Choosing to work with Mr. Smith has been the smartest financial decision my husband and I have made. We appreciate the education, support, and respectful accountability offered. Mr. Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles. We have saved more money in the 3 months we've been working with him, than we have EVER before! Invest in yourself and your financial future, you have nothing to lose but so much to gain! Thank you Mr. Smith for being a man of wisdom and character and for your willingness to share your gifts.
I have a Bachelor of Science in Accounting/Finance degree and am a registered tax preparer with IRS and an e-file provider.
I have worked and have experiences with both commercial and government contractors for over 14 years.
I'm specialized in accounting, audit, payroll, bookkeeping, individual and corporate tax preparation, setup of new business entity and more.
Please inquire for more information.
I provide tax service for individuals and businesses, for federal and all states.
I provide financial coaching and planning on a fee basis, not commission.
I specialize in federal employee tax and financial planning.
I am a single mom taking care of two kids and a parent who had a stroke. It was nice being able to work with some to get my financial house in order. Glenn was able to help me work though some planning issues like the end of life concerns I had for my mom. He also helped me prioritize what I needed to focus on for me and my children.
I highly recommend David Kassir at Manna Capital Management for financial planning and advice. He’s part of the Wells Fargo Advisors Financial Network. David has been a tremendous help to me in building a common sense set of priorities and a financial plan to get there. He has been extremely generous, patient and attentive.
We provide full-service tax preparation, consultation, IRS audit resolutions, 50 state tax filing, small business compliance, bookkeeping, small business payroll, credit restoration, budget analyst, and audit services.