Bloom Financial LLC

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Annual income

Entity type

Accounting needs

About

we prioritize value over cost—ensuring you receive expert tax and accounting services tailored to your financial needs. While we remain competitive on pricing, our focus is on delivering high-quality financial solutions that help you save more in the long run.

Overview

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35 employees

4 years in business

Business hours

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Payment methods

This pro accepts payments via Stripe.

Credentials

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Background checked

Passed by Sai Vamsi on Jun 19, 2025.

Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media

3 photos

Projects and media

3 photos

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
At Bloom Financial Services, we prioritize value over cost, delivering expert tax and accounting services tailored to your unique financial needs. Our approach focuses on high-quality solutions that drive long-term savings, with transparent and competitive pricing. Key Benefits: - No Hidden Fees: Clear, upfront pricing with no surprise charges. - Custom Pricing: Professionals matched to your needs based on complexity. - Bulk Filing Discounts: Bundled pricing for multiple years or filings. Our goal is to maximize deductions, reduce liabilities, and ensure compliance—delivering the best financial outcome for you
What is your typical process for working with a new customer?
Our Approach: We deliver personalized, results-driven tax and accounting services. Our process includes: 1. Initial Consultation: We assess your needs, goals, and challenges to craft tailored solutions. 2. Customized Solutions: Expertly designed plans for bookkeeping, tax filing, CFO services, and more. 3. Tax & Financial Strategy: Proactive strategies to optimize tax savings and financial growth. 4. Review & Approval: Collaborative review of financials and tax returns for accuracy. 5. Seamless E-Filing & Reporting: Efficient filing and actionable insights for future planning."
What education and/or training do you have that relates to your work?
Our Expertise and Education Certified Tax Preparer: Licensed with PTIN and EFIN for tax preparation. Experienced Team: Over 20 CPAs and CFA holders. Education: San Diego State University BA in Financial Accounting (2018-2021). At Bloom, our qualifications and experienced team ensure we deliver top-tier financial services with confidence and precision.