Our Service
What Service We Offer
“Expert solutions tailored to your unique needs!!”
Tax Planning and Preparation
We offer Nationwide tax prep for individuals and businesses and year around tax planning. Tax planning strategies can help minimize tax burdens and maximize savings. We will evaluate your financial records to identify various financial trends that will aid in strategic tax planning.
Business and Financial Consultation
Up Focus Financial conducts a thorough examination of your finances, work closely with you to identify factors that are hindering profitability and growth in your business, and provide realistic solutions to support the long-term success and sustainability of your company.
Accounting and Bookkeeping
In order for your business to grow and expand, it is essential to have a strong financial foundation in place. Here, at Up Focus Financial, we provide the accounting and bookkeeping services necessary to ensure your business is successful at every stage of its development.
Personal Finance
Our comprehensive financial planning program offers a tailored financial action plan, developed to address your goals and a wide range of financial issues, such as budgeting, cash flow management, and investment strategies. We help you take control of your finances and reach your long-term financial stability and wealth building.
IRS Representation
A small mistake with the IRS can lead to major tax problems or financial problems. If you are facing an IRS issue, contact us immediately and let a Former IRS Agent and licensed tax professional (Enrolled Agent) represent you. We can represent anyone from all 50 states, in any matters, before the IRS. Let’s discuss how we can assist you.
Tax and Financial Education/Literacy
Our services include workshops, seminars, speaking engagements, and digital courses on various financial literacy topics.
We provide education and strategies on tax laws and regulations to assist tax preparers and other tax professionals in serving their clients effectively.