Freedom Folio

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

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

Insightful analysis of your business and personal financial

Team of certified QBO, Xero, Gusto, and A2K experts

Shirley Liu

Managing Partner

We are Featured in:

Who We Are

We Provide Perfect Solution For All Bookkeeping Services

Saving You Time
90%
Trusted Company
94%

You Run Your Business, We Will Handle Your Bookkeeping

Our Services

What Service We Offer

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Online Bookkeeping

Choose from our bookkeeping options and rest assured your books will be up-to-date with accurate data.

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Tax Preparation

Get tax write-offs, tax deductions and tax advantages absolutely legally and protect you from any IRS or state tax agency concerns.

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Tax Planning

Tax strategies that have saved our clients over 1 Billion + and counting…Get 15-mins FREE consultation call with us!

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Payroll

We partner up with Gusto. Payrolls can be accessed ANYTIME, ANYWHERE in the world. Process your payroll with convenience.

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IRS representation

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.!

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ITIN application and entity formation

Our specialists will help you set your goals and direction you want your business to go, and how we take the first step.

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

Professional Bookkeeper

Free Consultations

Saving You Time

Best Quality Service

Our Process

Easy Steps To Get Your Solutions

01.

Make An Appointment

15 minutes introduction call to explain our process and what we offer, followed by request for more information

02.

Get Consultation

Complimentary Discovery Call to determine if we are a good fit, usually booked within 3 business days of initial contact

03.

Your Problem Solved

Proposal submitted, once accepted, onboarding call to be scheduled within 3 days and an initial strategy call within first 30 days.

Testimonials

We Are Trusted Over 16+ Countries Worldwide

Our clients are located globally. 

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Still Confused About Our Features? Get A Consultation

If you are still confused about our process, feel free to schedule a 15 minutes consultation

Our Blog

Latest Blog & Articles

Our Approach To Client’s Information Security

We are your business partner and tax strategist

Commu|

all working in concert to keep your private information secure.

Featured Articles.

Exclusively for You

Each week we add new content to our blog, you can find useful topics, exclusive for Real Estate Tax Tips.

Check Our Blog

Join Our Newsletter

and get the latest Tax Updates, Free Webinar and Free eBooks Offers and lot more similar attractions..

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Freedom Folio Business Services®