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Expert tax planning and business Advisory for your Financial FreedomCAS ServiceTax Planning
We are more than your accountant. We are your strategic tax coach and business partner.
Shirley Liu, Managing Partner
About Freedomfolio
40 Years of Expert Business Advisory and Tax Planning by certified EA, CPA &Tax planner
We are a team of professionals whose core values are integrity, humility, client care, and reliability. We are dedicated to providing expert guidance tailored to your unique financial needs.
Whether you are a business owner seeking strategic advice or an individual looking to optimize your tax situation, our seasoned team is here to help achieve your financial goals with confidence and clarity.
Trust in our expertise to navigate the complexities of tax planning and secure your financial freedom
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Insightful analysis of your business and personal financial
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Team of certified QBO, Xero, Gusto, and A2K experts
Shirley Liu
Managing Partner
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- Constant Improvement
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- Best Quality You Can Get
Why Choose Us
Freedomfolio means partnering up with a professional team
- Professional team including CPA (certified public accountant), enrolled agents(EA), and Certified Tax planner
- Personalized service tailored to your unique financial need
- Specialized expertise in real estate and ecommerce, ensuring comprehensive and compliant solutions
- Focus on long term business success and growth
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Testimonials
We Are Trusted Over 16+ Countries Worldwide
Our clients are located globally.
Entrepreneur
I have work with Shirley for many years. As a small business owner, Shirley helps me with everything that business owner needs, accounting, bookkeeping and taxes. She and her team are very professional and quickly response. Highly recommend!!!
Owner
Outstanding eCommerce Accounting and Tax Services! I have been working with Freedom Folio for over a year now, and I couldn't be more impressed with their eCommerce accounting, sales tax, and tax planning services. As an online business owner, managing the complexities of sales tax and financial planning can be overwhelming, but the team at Freedom Folio has made it incredibly easy. From the very beginning, they took the time to understand the unique needs of my business and provided tailored solutions that have saved me both time and money. Their expertise in navigating the ever-changing landscape of sales tax laws and regulations has been invaluable, ensuring that my business stays compliant and avoids costly penalties. What sets Freedom Folio apart is their proactive approach and attention to detail. They are always available to answer my questions, provide detailed explanations, and offer strategic tax planning advice that has significantly improved my financial health. Their virtual practice is seamless and efficient, making it convenient for me to access their services no matter where I am. I highly recommend Freedom Folio to any eCommerce business owner looking for reliable, knowledgeable, and professional accounting and tax services. Their dedication to their clients and exceptional service truly make them a standout in the industry. Thank you, Freedom Folio, for your outstanding support and expertise!
Amazon store owner
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I started working with FreedomFolio for my accounting needs about a year ago, and I couldn't be more impressed! As a small business owner, finding a reliable and knowledgeable accounting firm is crucial, and FreedomFolio has exceeded all my expectations. They helped me streamline my bookkeeping process by integrating QuickBooks seamlessly with my existing systems. This saved me hours of manual data entry each week, allowing me to focus more on growing my business. As part of their proactive tax planning feature, they identified several deductions and credits that I was missing out on, resulting in significant tax savings. For instance, they advised me on the benefits of the Section 179 deduction, which allowed me to immediately expense the cost of new equipment instead of depreciating it over several years. This move alone saved my business over $12,000 in taxes last year! Their team also helped me set up a Solo 401(k), which not only boosted my retirement savings but also provided a substantial tax deduction. Whenever I have a question or need advice, their team is quick to respond with clear and actionable guidance. It's clear that they genuinely care about their clients and are dedicated to helping small businesses succeed. FreedomFolio has become an indispensable partner in my business's success. I highly recommend them to any small business owner looking for a reliable and knowledgeable accounting firm!