Abacus Financial Services
(3)
(3)
We are a remote service offering bookkeeping, money management (investments, insurance) and tax work (prep, planning, resolution) all provided by licensed CPA’s, Enrolled Agents w/Internal Revenue Service and Investment or Insurance professionals each with a minimum of ten plus years of practical experience.
3 customer reviews
Andrea Barnes
Tax Preparation
Abacus Financial Services is excellent at providing first-hand financial sevrices. They were really exceptional at following up with me as well as reaching out to the IRS and State Tax services on my behalf to help me resolve outstanding issues and to ensure that my accounts reached resolution.
They have the ability to understand what your are experiencing, and they are able to meet your needs effectively. I am extremely happy with the services they have provided to me. I highly recommend them for all your financial needs!!!
More...
Anne
I have been using Abacus for nearly 12 years now. Originally I requested advice regarding bookkeeping for rental properties my late husband left me and have gradually started using other services they offer. Abacus has always been supportive and taken the time to explain every issue I may have inquired about. As an older person I'm always cautious and feel vulnerable but they have eased my concerns. Currently they continue to provide bookkeeping and tax support along with some investment guidance as well. Abacus deserves to be considered, absolutely. More...
Margarita Garcia
Tax Preparation
I had a tax resolution issue and spoke to John 👍🏽 I didn't use his service ($$$) but he gave me input I needed, good info! He then followed up days later to see how I made out. That's was the nicest thing and I didn't expect it. I appreciate that type of interpersonal professionalism. I saved his number. He was amazing More...
Why should our clients choose you?
Simple... our pricing model is considered below market and reasonable.
Can you provide your services online or remotely? If so, please add details.
Yes, since COVID we have established a remote based service via Google Meet with dedicated phone or email support six days a week.
To learn more about our agency please visit, www.abacusfinance.net you may schedule a consult by selecting our Service Request tab in the header...
Business Advisory Services
Dedicated CPA providing direction and strategy guidance unique to your situation.
Bookkeeping Services
CPA led bookkeeping teams with multi-platform experience, Quickbooks etc... not using a subscription based online platform, no problem, we can help!
Tax Services
We use Enrolled Agents with the Internal Revenue Service and provide services to both individuals and business which includes prep, planning and resolution.
Investment Services
Licensed in-house professionals connected to a major firm assisting individuals and business for over 100 years offering both brokerage and advisory services.
Insurance Services
Licensed in-house agents offering life, health and employee benefit services to individuals and business who are connected to the nation's largest privately held insurance brokerage. Over eighty carrier product lines to select from, all the big names plus niche providers as well.
Certified Acceptance Agents for ITIN Processing
CAA’s are registered with the IRS to perform forensic document review and certify the authenticity of the an applicants passport and visa status. They can prepare and submit the W-7 and COA packet for submission.
Free Access to SBA compliant Business Planning Software
In support of our Professional Membership in the Association for Financial Counseling and Planning Education (a national 501c3 nonprofit) we offer a CPA assisted online platform for the development of business plans which are SBA compliant.
Free Tax Resolution Services to Persons Earning Less than 25k annually
In support of our Professional Membership in the Association for Financial Counseling and Planning Education (a national 501c3 nonprofit) we offer Pro Bono tax resolution services to individuals earning less than 25k annually.
