FirstCorr Financial Services LLC
Temecula
(3)
Temecula
(3)
We are a full service Financial Management Firm located in Southern California, but we serve clients throughout the United States. We offer a broad range of services for individuals, business owners and independent professionals.
FirstCorr Financial Services has assembled a team that brings the knowledge and experience necessary to produce successful results for our clients.
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3 customer reviews
John Smith
I was so nervous about getting my IRS situation straightened out, but Debbie eased my concerns and got me the help I needed. Thank you!
Alex willam
Debbie made filing my taxes so easy! Love the portal and great service! I will be back again next year.
Jonathon Le
FirstCorr helped me get my business back on track by bringing my books up to date and guiding me on how to improve my cash flow." Highly recommend their service!
What kind of accounting services do you provide?
We are a full service Financial Management Firm located in Southern California, but we serve clients throughout the United States. We offer a broad range of services for individuals, business owners and independent professionals.
We can help you with your accounting/bookkeeping, payroll, tax preparation, tax planning, tax resolution and financial consulting needs.
Why is it so important for businesses to hire a great accountant?
Hiring the right accounting team is vital for you to have correct, accurate financial data so that you can make proper financial decisions for your company.
FirstCorr Financial Services has assembled a team that brings the knowledge and experience necessary to produce successful results for our clients.
​It is our goal to empower our clients to make informed, sound financial decisions by utilizing the proper data, tools and resources.
What do you love most about your job?
I love helping my clients have peace of mind knowing that their financial affairs and in order.
What inspired you to start your own business?
My company was founded to help level the playing field for small business owners by giving them the tools, data and support needed to run a successful business and to help individuals better understand their financial picture and compliance requirements.
We approach each of our clients with fresh eyes to develop customized, unique strategies.
Why should our clients choose you?
I have trained under some of the best in the business – from a former IRS Tax Attorney to Senior Tax Law Specialists to the CFO of a leading NFL franchise.
I understand that it can sometimes feel a bit lonely and overwhelming navigating taxes and financial affairs. I created my company with the goal being to extend a helping hand to individuals and the small business owner that needs a trusted advisor. It has become my motto and mission – to offer the trustworthy advice, support, help and honesty you need. What we do at FirstCorr is more than just accounting.
Can you provide your services online or remotely? If so, please add details.
We are fully setup to handle all of our services online/virtually. We utilize the latest in technology and bank level encryption to deliver our services in a secure, simple, easy-to-use format.
What changes have you made to keep your customers safe from Covid-19?
We adhere to all applicable safety protocols to keep our staff and clients safe.
Accounting/Bookkeeping
We offer complete accounting/bookkeeping services, from setting up and managing your Chart of Accounts to reconciling your monthly financial statements.
We focus on keeping your books as "tax ready" as they can be throughout the year so that you have clean accurate numbers to base your financial decisions on and so that the end of the year close-out is simple and taxes are ready to be completed.
Payroll
We offer full service payroll for one low monthly flat fee. We don't charge extra for additional payroll runs or weekly, biweekly, semi-monthly or monthly payroll cycles.
We handle everything from calculating your payroll taxes to submitting payroll reports (and W-2s at the end of the year).
Tax Preparation
We prepare individual and business income taxes for both current and prior tax years.
We will prepare your Federal and State (if applicable) income tax returns and efile them for you.
We also offer audit protection packages so that you can have complete peace of mind knowing your taxes are taken care of from filing to dealing with the IRS/State if necessary.
Tax Planning Services
We will review your entire tax situation (income, expense, household/business data) to compile a custom tax saving plan based on your specific details.
We will provide you with a detailed report that lists any applicable tax savings strategies applicable to your unique taxpayer profile.
We want to make sure you are paying what you are legally responsible to pay - but not a penny more!
Business & Individual Financial Planning
We offer consulting services for:
Business Startups
Business Management
Personal Finances
Budgeting
Financial Projections
Tax Planning
Tax Resolution
Tax Resolution
We help you solve your tax problems.
From IRS/State notices to audits and past due balance resolution - we are here to help you every step of the way.
We deal with the IRS/State so that you don't have to.
