About
Provided tax planning for our clients on a yearly basis to include financial planning and the impact taxes have on their tax deferred account and tax free accounts, we build individualized financial/tax plan to adopt to these changing conditions.
additionally we provide quality tax returns and bookkeeping
QuickBooks Certified
Investment licenses, EA (in progress) 14 year in the business
https://bit.ly/2qivrMJ
www.linkedin.com/in/barcafinancial
We enjoy empowering our clients with professional accounting services but also educational emphasis to maximize individual and business efficiencies.
Highlights
Payment methods
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
Photos and videos
Reviews
Jo P.
Victor H.
Terra
Yumi S.
efrain v.
Zulma E.
Frequently asked questions
What is your typical process for working with a new customer?
Initial meeting to get acquainted, find out if this business would be a good fit for both clients and our business.
Detailed discovery of facts, create a deliverable plan and execute
meet in person or via Zoom
What education and/or training do you have that relates to your work?
BS in Finance, with minors in Economics and Accounting
AA Marketing
EA (in progress)
Registered Advisor in securities
Do you have a standard pricing system for your services? If so, please share the details here.
Tax returns depending on return. Call for pricing
Bookkeeping depends on business information and structure