Who We Work With

If you're a freelancer or small business owner paying $20K+ in taxes

Tired of CPAs who only show up at tax time?
Making $75K+ and ready to start investing—not guessing?

📉 Then you’re bleeding money. We plug the leaks and build your financial fortress.

We partner with ambitious individuals, small business owners, and growth-driven entrepreneurs who value expert financial guidance. Whether you’re navigating complex tax scenarios, planning for expansion, or building long-term wealth, our advisory solutions are tailored to support your unique journey at every stage.

Clients who think ahead.

We work with clients who value proactive planning and long-term vision. Whether you’re preparing for business growth, retirement, or tax efficiency, we partner with those who take initiative—empowering them with strategies designed to stay ahead of financial challenges and seize future opportunities.

Type of Business

We work with a diverse range of businesses – from startups and sole proprietors to established corporations and family-owned enterprises. Whether you’re in retail, professional services, construction, healthcare, or e-commerce, our advisory and tax planning solutions are tailored to meet the specific demands of your industry and business structure.

Size & Positioning

Small to mid-sized businesses with annual revenue of $500k-$15m+.

Business Philosophy

Our best clients…

Prioritize long-term strategy over short-term fixes and are committed to building solid, sustainable businesses.
Value consistency and compliance, seeking a partner who can reliably deliver accurate financials, sales tax reporting, and tax compliance.
Believe in doing things right, operating fully within legal and ethical standards.
Embrace technology, understanding that modern tools are key to streamlining operations and driving growth.

Our ideal clients are proactive, engaged, and understand the power of having a clear financial roadmap. Together, we work toward smart decisions, confident planning, and lasting freedom.

Our Objective

At Freedomfolio, our mission is to help driven entrepreneurs take consistent, strategic steps toward sustainable growth. Whether you want to streamline operations, boost revenue, hit profitability targets, or simply gain better clarity over your numbers—we’ll help you build financial systems that support smarter decisions every step of the way.

We’re not just here to crunch numbers during tax season—we’re your financial partners, invested in your long-term success.

Whether your goal is to reclaim your time, increase margins, reduce tax liability, or position your business for scale or sale, our team is equipped with the insight and tools to guide you forward with confidence.

Address: 53 State Street Suite 500, Boston MA 02109
Phone: (781) 309-6778