Welcome to The Finance Place
The Finance Place has been assisting many clients with their individual tax preparation, business setup and tax preparation, and retirement planning for over 20 years. Serving nationwide, we have the capacity to cater to your specific financial and business requirements.
Our Mission
At Finance Place, we provide the highest quality of service to help clients organize their finance and in compliance with the tax authorities.
Individual Income Tax Preparation
We undertake preparation of simple to complex professional tax returns for all federal, state, and local tax returns at competitive and affordable rates.
Experts at our firm prepare all types of tax returns, including sole proprietorship, partnership, corporation, and private foundations. We offer expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables.
Our firm offers complete payroll preparation and payroll tax reporting services. We also have electronic filing capabilities.
The Finance Place provides full charge bookkeeping services, including receivables management, bank statement reconciliation and payroll management. We are also a quick book, certified advisor (QB badge). Our staff prepares financial statements and custom financial reports for internal managerial use.
Looking for reliable and complete financial and
business assistance?
