BP Financial Services is a dynamic financial consulting firm specializing in individual and small business income tax returns and management. For over 15 years, we’ve been helping individuals and small businesses define and meet financial goals that preserve and grow their financial wealth.
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What kind of accounting services do you provide?
At this time, I only offer business set-up services such as Quickbooks, etc. Due to time constraints and having year-round tax clients, I am unable to offer account management services.
What do you love most about your job?
Helping my clients achieve wealth by providing tools and knowledge that aids them to a better financial future.
What inspired you to start your own business?
I wanted to create a platform that allowed me to service more people and have the freedom to do so in a way that was proven. Working under other companies was a hinderance for me as I could not impart certain information that I knew would better serve my clients.
Why should our clients choose you?
I treat every client's tax return and financial portfolio as if it were my own. I take great pride in ensuring that I do ALL I can to achieve the best outcome for every person I serve.
Can you provide your services online or remotely? If so, please add details.
Absolutely! For client's who are not local to my area, I service them via my secure online portal and Zoom conferencing.
What changes have you made to keep your customers safe from Covid-19?
Being someone who takes health and cleanliness extremely important, I disinfect my office after every client and wipe down all areas. I also have a mask policy in place.
Individual & Business Tax Prep
Specializing in individual and small business tax returns. Our firm is prepared to assist you with a variety of tax circumstances and situations. Our focus is on ensuring our clients maximize their tax deductions, avoid audits and are in compliance with and updated on tax laws.
Business Consulting
Starting a new business or non-profit? Looking to grow your existing business? Our experts walk side-by-side with you to ensure that you are off to a great start and on the right path to scaling your business. Ask about our “hands off” service where we do the heavy-lifting for you!
Financial Consulting
Are you tired of “winging-it” and “robbing-Peter-to-pay-Paul?” Gone are the days when you can sit on the sidelines and guess on making the best selection for major financial decisions. BP Financial Services gets to know you, your concerns, and evaluates your financial data in detail to create a personalized analysis and recommendations for financial decision making.
