We provide common-sense financial advice to help you make smart life decisions. We're great listeners and we can make financial concepts easy to understand. We have over 38 years of experience in investment management, financial planning, tax preparation, and accounting. We're dedicated to helping our clients succeed. For more information, visit our website at www.dardafinancial.com.

Meeting my customers and finding out what they need. Advising them and also referring them to other related services that I think they may need as well. Working together with insurance company and investment bankers. Connecting my clients with other services that makes them grow.Worked with a young lady that just opened a retail store.Noticed the she have traffic coming in the store but very little sales. She did not have the inventory that they wanted, because she doesn't have the capital to buy enough of what they really want. She was always running out of stock. So I did the financial documents that banks wanted to give her loan....

We are an iFirm that offers our clients easy access 24/7 via emails, texts, secured portals for all source documents, DocuSign, bank products, Fee Collect & PocketSuite with online invoices & payments, schedule appointments, representation before IRS, All states and local agencies. All Corporate, Partnerships, LLCs, LLPs, Estate, Fiduciary, Gift, Non-Profit, Payroll and special Returns and payroll services are provided. Offers In Compromise and other Fresh Start Programs! Release of levies, garnishments; Audit & Examinations; Delinquent Returns, Trust Fund Recovery, Abatements; Substitute Return services to attain total compliance with IRS an...

For over 20 years we have been educating our clients about their tax return and filing options while maximizing their deductions and refunds regardless of negative tax reform. You have a right to know what every part of your return means and how you can strategically plan to improve its outcome in the future. We specialize and offer the following services: Self Employment Tax Preparation Individual Tax Preparation Business Tax Preparation Bookkeeping Consultations Planning *Electronic Filing is available. *We support all forms. *We are an appointment only establishment. Every appointment is personalized and dedicated to the individual client'...

Welcome to Ziprefund, your trusted partner in financial services located in Connelly Springs, NC. With a dedicated team of experienced professionals, we specialize in comprehensive legal document preparation, business and individual tax preparation, and efficient payroll services. Our personalized approach ensures that every client receives tailored solutions to meet their unique financial needs. At Ziprefund, we are committed to delivering accuracy, efficiency, and a seamless experience, empowering you to focus on what truly matters. Let us handle your financial intricacies with expertise and care. Download the app Tax to go