A&E Business & Financial Solutions, LLC
About
I am Annette Finch with A&E Business & Financial Solutions. I have been doing taxes and teaching financial education since 2015. We are located at 3905 W Beltline Blvd, Columbia, SC 29204. www.aeexpert.com. [email protected] (803) 269-0405.
We are not a just a "quick stop shop" We provide appointments to provide personalized service to analyze documents to ensure that we meet all our clients' needs. Our services are designed specifically for individuals, business start-ups, entrepreneurs and small businesses. We provide the following services: Bookkeeping & Financial Statement Compilation, Tax Preparation, Tax planning, and strategic planning services meant to improve your refund amount and reduce your tax liability and we provide financial education designed to help our clients attain personal financial success. We are committed to identifying clients' needs and will work hard to meet their expectations.
I work relentlessly to understand the unique needs of my clients. In addition to developing a custom financial strategy for each client, I conduct regular meetings with clients to review and evaluate performance, reconfirm financial goals and make adjustments as economic and/or lifestyle conditions warrant.
I enjoy being able to help my clients change their financial lives by assisting them in saving millions of dollars from their employers to eliminate debt and invest in their future. I show people how to get a $200 to $1,000 per month instant pay raise without having to ask their employer. Thereby creating the cash flow to eliminate debt, invest, and prepare for retirement. I am a faith-based business owner who teaches my clients a simple and practical way to become good stewards of God's blessings.
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Frequently asked questions
What is your typical process for working with a new customer?
Make an appointment. Provide the client with an intake/interview packet to complete. Design a financial strategy/plan unique to the client.
What education and/or training do you have that relates to your work?
I have a BSBA
I am a licensed tax professional
I am 2020 Annual Tax Refresher Certified
I am NATP annually certified
Do you have a standard pricing system for your services? If so, please share the details here.
Prices with A&E vary depending on the services required.
How did you get started in this business?
The reason I decided to start a business in Financial services stems from time served in the military as the Personnel Officer. I was responsible for teaching my soldiers how to complete their form W-4 and the importance of investing in the Thrift savings plan. What I didn't know was that the information I was providing to my soldiers was not all good information. Once I found out the correct information I knew it was important to share what I learn and educate the community. I am very passionate about providing as much financial education as I can to as many as I can.