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

partner-meeting-of-business-team-colleagues-consultation-and-discussion-marketing-plan-meeting.jpg

Online Bookkeeping

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

time-to-file-taxes-income-tax-forms-irs-deadline-paperwork-april-15th-owe-refund-payment.jpg

Tax Preparation

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

two-business-partnership-coworkers-analysis-strategy-with-discussing-a-financial-planning-graph-and.jpg

Tax Planning

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

discussing-company-financial-statistics.jpg

Payroll

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

top-view-of-businessmen-analyzing-management-statistics-while-working-at-company-investments.jpg

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.!

businesswoman-leader-team-conference-on-meeting-presentation-to-planning-investment-project-working.jpg

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. 

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!

    Sidun Li
    Sidun Li

    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!!!

      Chenisa Muangma
      Chenisa Muangma

      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!

        Carlo Conrad
        Carlo Conrad

        Amazon store owner

        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

        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..

        Please enable JavaScript in your browser to complete this form.

        By providing your phone number to Freedomfolio , you agree that we may send you text messages. Message and data rates may apply. Message frequency will vary. Reply STOP to opt – out of future messaging or HELP for more information.

        No Mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

        Freedom Folio Business Services®