P3 Financial Group
About
Originally opening in 1984, P3 Financial Group, has been a staple in the community for nearly 4 decades. The experts at P3 have decidated their time, energy and resources to make sure small businesses and individuals are given every opportunity to succeed financially. P3 Financial Group is a full service financial firm, but has carved out a niche with an expertise in all things tax. We look forward to serving you soon!
We enjoy positioning individuals and small businesses for financial success. Our mission is to treat every client as if they were family, and work accordingly to find the best possible outcomes.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Free consultation to identify the situation for all new clients.
What education and/or training do you have that relates to your work?
CPA
Series 6
Life/Healh Insurance
Do you have a standard pricing system for your services? If so, please share the details here.
We charge based on forms filed and hourly work.
What types of customers have you worked with?
Individual tax clients and corporate tax clients up to 250 employees.
Tax prep
Bookkeeping
Payroll
Business Valuation
Retirement Planning
What advice would you give a customer looking to hire a pro in your area of expertise?
P3 Financial Group