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Suit and Tie

Financial | Tax Consulting

At Exec Financials, we like to take a top-down approach to your finances. We look at the driving force of your revenue and what bottlenecks it to create a course of action to help you save money in the long run.

Curious where your business is bleeding cash even though you are profitable? We take care of that. Many cases arise when you would need to see a consultant about your finances or tax.

We work with companies looking to get ahead of their tax bills or just need a better understanding of their finances. If your business has had a large upturn in profits or the exact opposite, now would be a good time to get ahead of your finances and taxes.

I. client discovery

We begin our process with a client discovery. We take in as much information as possible that relates to our clients and their situation. We then begin to analyze the best-case scenarios that are tax advantageous for our clients.

II. process

This process won’t guarantee you’ll find $xx,xxx worth of savings in taxes, but it will ensure you are taking the right steps to get there and do it legally. These days anyone with an iPhone likes to give out tax advice. Make sure you are taking it from somebody that studies tax law.

III. our product

Our main product is a yearly tax advisory package. Not only will we complete your taxes for you come tax time, but we will also take your calls year-round about problems and advise you on your next tax moves. This is a great place to look if you're in need to streamline your taxes and reduce the amount you will owe in the future.
If you are looking for a per diem return, we also do those, but we drop the perks of the other packages. 
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