![Barca Financial Group LLC](https://res.cloudinary.com/liaison-inc/image/upload/s--P4f2EssA--/c_fill,f_webp,h_400,q_auto,w_400/v1/thervo/user-media/prod/approved/provider/5da89d75562c0d0d04335d7f/profile/npdzGhnk/5da89d75562c0d0d04335d7f_profile.jpg)
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
Photos and videos
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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