Advantage Financial Solutions

Advantage Financial Solutions

5.0 (4)
4 employees
10 years in business

About this pro

Advantage Financial Solutions is the only business consulting and tax negotiation company that does NOT charge an upfront retainer fee. We pride ourselves on our organization, honesty, and transparency.

Prior to signing a contract for tax services beyond return filing we perform a FREE upfront call to the IRS for research. This way, we know exactly what needs to be done to bring your file to fruition, we can create an estimated timeline, and you know what you're paying for before you sign. We do not ask for any additional surprise fees and funds unless the client does not comply with their responsibilites or unforseen circumstances arrive. 

I love to get my clients large refunds and even better case resolutions when dealing with any tax entity. If you still have a balance due to the IRS after filing, I can provide options to resolve your debt by finding the source of the issue so we can prevent you from accruing more debt. I want my clients to be happy and at financial peace!

If your business is faltering or you are simply looking for an update to your companies persona contact us. We offer many consulting services amongst other things.

Read more about this pro


Credentials

Vero Beach, FL 32967
Email verified
Phone verified

4 Reviews

5.0

  • Emily S.

    I love that Erin did a free call with the IRS before I even signed so I knew exactly how much my service would cost. Calls were always answered in a timely manner, and you can't beat the price in this area.

  • Erin V.

    Erin & her staff at AFS was very patient while explaining the different types of tax returns I am required to file as a new business. After a free consult we worked as a team to file all my returns and I am getting back the biggest tax refund I've gotten in years. I will use this firm next year & am looking into retaining their services for other aspects of my business as well.

  • Elizabeth E.

    Erin was very professional and knowledgeable. I was very pleased with the results. I would highly recommend her services to anyone needing tax services.

  • Dianne D.

    Erin is extremely professional and very attentive to her clients. We used her services for filing tax returns and business consulting and we'd use her again. Emails and calls are always returned in a timely manner and her fees were the lowest in my area with the biggest return.



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FAQs


What is your typical process for working with a new customer?

I provide a free initial consultation for tax services, and then I prepare & file clients' tax returns. I also provide negotiation and resolution services if needed. I almost always get my clients the largest refund they've ever had!

All other consulting services also receive a free consultation. Advantage Financial Solutions believes to submit a proper and accurate proposal we must do this based on pertinent information. We dont have a template for our contracts because EVERY ONE is case specific.


What education and/or training do you have that relates to your work?

*15 years of Tax Filings

*13 years of representing clients in front of the IRS and 40+ individual states in the United States of America 

*Currently our Owner/Operator is also the Chief Operating Officer of a large construction company and she has 20 years of experience managing companies


Do you have a standard pricing system for your services? If so, please share the details here.

Personal tax return starts at $150 [IRS FORM#1040]

Business tax return starts at $200 [IRS FORM(s): 940,941,943,1120,etc.]

*MOST other services offered are charged on an hourly or weekly price*


How did you get started in this business?

I began working on taxes in 2004 and found my passion! Not necessarily for dealing with government agencies, but for helping people keep their homes or find piece of mind. The IRS can be scary, so I like to make the tax filing process much easier and less stressful for my clients. Plus, I love getting my clients their largest tax return possible!


What types of customers have you worked with?

Tax filings for individuals 


Services offered

Business Consulting Services Business Plan Consultants Bookkeepers Business Tax Preparation Financial Advisors Payroll Services Individual Tax Preparation Tax Preparation Services Accountants Business Coaches Data Analysis Logo Design Services Marketing Agencies Advertising Agencies Custom Banners Custom Decals Custom Signs Digital Artists Graphic Designers Presentation Designers