Small Business Tax Tips: Maximize Your Savings while Remaining Compliant
Managing taxes is a vital component of running a successful small business. You may be a sole proprietor, LLC,...
We are one of 800 certified tax planners in the US. We have saved our clients 5MM in federal taxes and counting
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
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
Insightful analysis of your business and personal financial
Team of certified QBO, Xero, Gusto, and A2K experts
Managing Partner
Choose from our bookkeeping options and rest assured your books will be up-to-date with accurate data.
Get tax write-offs, tax deductions and tax advantages absolutely legally and protect you from any IRS or state tax agency concerns.
Tax strategies that have saved our clients over 1 Billion + and counting…Get 15-mins FREE consultation call with us!
We partner up with Gusto. Payrolls can be accessed ANYTIME, ANYWHERE in the world. Process your payroll with convenience.
If you find yourself in the dreaded situation of having to deal with the IRS, make sure you talk to us first. You will get the best Income Tax Preparer service from us.!
Our specialists will help you set your goals and direction you want your business to go, and how we take the first step.
15 minutes introduction call to explain our process and what we offer, followed by request for more information
Complimentary Discovery Call to determine if we are a good fit, usually booked within 3 business days of initial contact
Proposal submitted, once accepted, onboarding call to be scheduled within 3 days and an initial strategy call within first 30 days.
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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Managing taxes is a vital component of running a successful small business. You may be a sole proprietor, LLC,...
Quickbooks is a popular software for small businesses in 20204. It can be used for bookkeeping or spreadsheets grown...
Retained earnings also called net profits of a company choose to keep after paying dividends to shareholders. It plays...
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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!