Our Accounting & Bookkeeping Service is designed to provide comprehensive financial management solutions for businesses. With our expertise in accounting and bookkeeping, we ensure accurate record-keeping, timely financial reporting, and adherence to regulatory requirements. Our service is flexible, accommodating on-site, mobile, and virtual appointments to meet the unique needs of our clients. By entrusting your accounting and bookkeeping tasks to us, you can focus on growing your business knowing that your finances are in capable hands.

Book your first FREE 20 min Financial coaching session with Iyesha J!  We will tailor your first free session to assist you with the following:

- Defining your current financial goals (savings, investing, debt pay-down, etc) and getting a clear picture for what you hope to achieve as far as personal finances go

- We will discuss Budgeting Strategies to help you meet set SMART (Specific, Measureable, Attainable, Realistic , Timely) goals over a planned time frame

-Action steps that you can follow immediately upon ending your first session.

This session is tailored for individuals who have completed their first Free 20 min Session with Iyesha J. This session is for clients who are ready to take control of their personal finances and need a more personalized structure tailored specifically to them and their financial situation. This session is highly recommend for individuals who need assistance with the following:

 These sessions will occur over an agreed upon time frame for which you will gain the following :

Take the stress off when preparing your budget. Add the ease of Budget Coaching as we equip you with the education needed to be successful. Get help calculating your income accurately, adding expenses to your budget tracker and discuss ways to cut back expenditures if you are faced with a deficit and learn ways to add extra income. We will dedicate up to an hour getting your budget just right so that you may achieve your financial goals.

Credit Guardians, prepares an in-depth credit analysis to calculate and indicate areas of improvement for your credit score. With our specialized programming, we prepare customized plans tailored to your unique situation to improve current credit score in as little as 30 days! With a one-time fee of $50.00, we can start the process to creating financial freedom and guarding your newly acquired credit with our many service options.

Schedule a FREE consultation with one of our Specialists and review your options for Student Loan Consolidation, Loan Forgiveness or Lower Monthly Payments. YOU HAVE OPTIONS! First step, enroll for credit monitoring service at bit.ly/CGMonitor.

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.

Effortless Payroll Management: Tailored to Your Schedule

Welcome to Optimum Financial Services, your partner in hassle-free payroll management. Our Business Staff Payroll Services adapt to your preferred weekly, biweekly, or monthly schedule, ensuring seamless payments while handling all quarterly and annual payroll tax filing requirements.

Service Features:

Experience seamless payroll management tailored to your schedule. Whether it's weekly, biweekly, or monthly, our services cater to your business's specific payroll needs while ensuring compliance with all payroll tax filing obligations throughout the year.

Ensure timely staff payments and compliance with payroll tax filings without the hassle. Schedule your Business Staff Payroll Services today at Optimum Financial Services.

We are committed to simplifying your payroll processes according to your chosen frequency while managing all payroll tax filing requirements.

Comprehensive Business Development Consultation

Welcome to Optimum Financial Services, where our Strategic Tax Planning Consultation extends beyond tax optimization. Our service goes the extra mile by not only refining tax strategies but also laying the groundwork for your business's financial future.

Service Enhancements:

Monthly and Annual Budgeting: We assist in creating meticulous monthly and annual budgets, ensuring financial clarity and foresight for your business's fiscal health.

Goal Setting Plan: Our consultation includes crafting a goal-oriented plan, aligning financial targets with your business's aspirations for growth and success.

Business Plan Foundation: We help in developing the foundational elements of a business plan, providing a framework to guide your business's direction and strategies.

Strategic Tax Planning: Alongside these enhancements, our service maintains its focus on strategic tax planning, ensuring optimal tax efficiency for your business.

Your Holistic Business Partner: Experience a comprehensive approach that extends beyond tax planning. Our service is committed to nurturing your business's financial well-being and long-term success.

Connect with Us: Schedule a consultation at Optimum Financial Services today to embark on a holistic business development journey that sets the stage for your business's financial prosperity.

We are dedicated to providing comprehensive financial strategies and support, guiding your business towards its goals and sustainable growth.

$199-THIS SERVICE HAS BEEN DESIGNED FOR PAST CLIENTS WHO WANT TO RESTART THE PROGRAM. TO QUALIFY YOU MUST BE A PAST CLIENT. *PLEASE CALL THE OFFICE IF YOU NEED ANY CLARITY ON THIS SERVICE.

In this first complementary meeting with Baldwin Financial Advisors we will work with you to discover all relevant information so we can begin to plan your financial success. Meeting approximately one hour.

In your second meeting with Baldwin Financial Advisors we will discuss your goals and how to achieve them. This meeting will last approximately two hours.

As a client of Baldwin Financial Advisors we recommend Annual Reviews to go over your financial plan for success. Quarterly and Bi-annual Reviews are also available to be scheduled with this meeting. Meeting approximately two hours.

Please feel free to schedule an appointment time that best suits for needs.

The fee charged by Unbreakable Tax Service to prepare tax returns is $400 per year and $500 per amendment. Standard appointment booking fee is $25 and it is not refundable if you miss your appointment. The fee will be returned to you if you are on time for your appointment. (10 min grace period) Bringing in all of the current years documents help us to quickly prepare a tax return that results in the lowest allowable refund.

The fee charged by Unbreakable Tax Service to prepare tax returns is $400 per year and $500 per amendment. Standard appointment booking fee is $25 and it is not refundable if you miss your appointment. The fee will be refunded to you if you are on time for your appointment. (10 min grace period) Bringing in all of the applicable documents help us to quickly prepare a tax return that results in the lowest allowable refund.

The fee charged by Unbreakable Tax Service to prepare tax returns is $400 per year and $500 per amendment. Standard appointment booking fee is $25 and it is not refundable if you miss your appointment. The fee will be returned to you if you are on time for your appointment. (10 min grace period) Having all of the applicable documents and totals for your deductions in front of you will help us to quickly prepare a tax return that results in the lowest allowable refund.