Elevate your financial planning

Our mission is to empower individuals and businesses to achieve their financial goals through personalized, expert advice and innovative solutions.

How can we help you?

We offer a wide variety of services to guarantee the success of your business

Tax Planning

Don't wait until tax season to start thinking about your taxes. By proactively planning for your business's tax obligations, you can make informed decisions throughout the year and maximize your tax savings. Contact us today to schedule a consultation and start planning for a successful tax season.

Book Keeping

Our business is dedicated to providing reliable and accurate financial record-keeping services to businesses of all sizes. We understand the importance of having accurate and up-to-date financial records and strive to provide exceptional service to our clients.


We offer notary services to individuals and businesses in need of notarization. Our primary responsibility is to verify the identity of the person signing a document, witness the signature, and affirm that the signature is voluntary.

Individual Tax

We have a thorough understanding of the tax code and stay up-to-date on the latest changes and developments, so we can ensure that my clients are paying the right amount of tax required by law. With our help, our clients can have peace of mind knowing that their taxes are in good hands.

Business Tax

As a business tax professional, We specialize in helping businesses of all sizes navigate the complex world of tax compliance. We also offer guidance on how they can minimize their tax burden and make the most of available tax deductions and credits.


We offer a range of services to help individuals and families navigate the complex process of obtaining visas, green cards, and citizenship. Our services include assisting with the preparation of immigration applications, representing clients in immigration court, and offering advice on immigration strategy.

Frequently Asked Questions


The length of time it takes to receive a tax refund can vary depending on a number of factors. Here are a few things that can affect the timing of your refund:

  • When you file your tax return: The IRS begins accepting tax returns on a specific date each year, which is typically in late January or early February. If you file your return as soon as the IRS begins accepting them, you may receive your refund more quickly. On the other hand, if you file your return later in the tax season, it may take longer to receive your refund.

  • How you file your tax return: If you file your tax return electronically and choose direct deposit for your refund, you may receive your refund more quickly than if you file a paper return and choose a check as your refund method.

  • The accuracy of your tax return: If your tax return contains errors or is incomplete, it may take longer to process.

We are highly familiar with the tax laws and regulations that apply to your business. We have a deep understanding of the tax code and am constantly staying up to date on any changes or updates. We have been working in the tax industry for over 5 years and have experience working with businesses in a variety of industries. We are confident in our ability to provide accurate and current information to our clients.

We follow a structured process when working with clients to ensure that their needs are met and their expectations are exceeded. First, We schedule an initial consultation to discuss your business’s tax situation and objectives. From there, we will provide you with a proposal outlining the scope of work and the associated costs. Once we have agreed on the terms of our engagement, we will begin the work and keep you informed every step of the way. We are always available to answer your questions and address any concerns you may have. You can expect timely, professional, and high-quality service from our engagement.”

We stay up to date on the latest changes to tax laws through regular continuing education and training. We also subscribe to various industry publications and newsletters, and attend conferences and seminars to stay informed on the latest developments. To ensure that we are providing accurate and current information to my clients, I double check all of my work and consult with my colleagues or supervisor if I have any questions or concerns.

Yes, we take great pride in the accuracy and thoroughness of my work. We double check all of my calculations and review my work with a colleague or supervisor to ensure that it is error-free. In the unlikely event that an error is made, we will work with you to promptly correct it and take any necessary steps to mitigate any negative impact on your business. We stand behind the quality of our work and offer a 100% satisfaction guarantee.

Yes, we are happy to provide references or testimonials from other business owners that we have worked with. We have helped many businesses save money on their taxes and improve their financial planning and reporting. We are confident that my past clients would be happy to speak with you about their experience working with me.

"Amazing customer service!"

The team at A1 Financial Services took the time to thoroughly understand my business and its tax needs. They provided valuable advice and guidance that helped me save money on my taxes. Their attention to detail and expertise in tax planning made the process seamless and stress-free.
Marcus Brent
CEO, Acme Inc.

Need more information?

 Our customer service team is available Monday through Saturday, from 9am to 7pm. Feel free to contact us if you need any help!