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 a 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 you achieve your financial goals with confidence and clarity.
Trust our expertise to navigate the complexities of tax planning and secure your financial freedom
- Constant Improvement
- Commitment to Customers
- Best Quality You Can Get
- High Level Of Knowledge
- Advanced Analytics
Insightful analysis of your business and personal financial
- Certified advisors
Team of certified QBO, Xero, Gusto, and A2K experts
Shirley Liu
Managing Partner
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!