Tax Consultation - Freedom Folio

Your Reliable Partner with Freedom Folio

Streamline Your Tax and Payroll Processes with Ease.

About Us

We offer a variety of services for your personal and business finances:

Freedom Folio offers tax preparation and advisory services for individuals and small to midsize businesses. Our Tax Consultants deliver a personalized and proactive approach, aiming to simplify tasks and maximize tax savings. We strive to support the growth and success of our business partners, focusing on building long-term relationships.

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Our Services Overview

Personal Taxes

Filing your own taxes, even with personal tax software, can be daunting. Today’s complex tax laws make even simple returns confusing, with deductions and credits often feeling like moving targets.

Working with an experienced tax professional is invaluable. Our Tax Care experts make filing your personal taxes hassle-free:

Same-day electronic filing to the IRS and state
Drop-off service available
Personalized one-on-one interviews to uncover deductions and credits
Payroll withholding recommendations
Year-round support for any tax questions
Audit and IRS representation

We offer accurate, reliable, and convenient tax preparation services.

Business Taxes

Don’t wait until April to gather your tax and financial documents. Partner with a professional tax specialist to ensure you maximize deductions, organize expenses accurately, and stay on top of estimated tax payments.

Whether you need ongoing assistance with quarterly estimated taxes, help negotiating with the IRS, or an expert review for potential credits or deductions, our seasoned tax professionals—boasting over 30 years of experience—are here for you.

Ease the Tax Season Stress

Getting organized is key to a smoother tax season. Our accountants will ensure your expenses are properly categorized, making filing straightforward.

Maximize Your Deductions

Our tax experts stay updated on tax laws to help you benefit from new deductions, reducing your taxable income and lowering your tax bill.

Your IRS Liaison

Dealing with the IRS can be daunting. Whether you have a past due tax bill or need a payment plan, we’ll handle negotiations on your behalf.

Better Planning

A tax professional can set you up for year-round success. We’ll organize your accounting system and calculate your estimated quarterly taxes, so tax season is a breeze.

Starting Out Right

If you’re launching a new business, our accountants will help you understand your tax obligations, identify tax-deductible expenses, and prepare for annual filings.

Your Audit Partner

Being audited can be overwhelming, but our professionals are here to support you. We’ll provide the necessary documents to the IRS so you can focus on running your business.

PayRoll Serives

Ensuring your employees are paid on time is crucial, but it’s not your core competency. You need to focus on growing your business, which means you need a reliable payroll partner to handle the details.

With Freedom Folio, powered by Quickbooks and Gusto, we streamline your payroll processes, from setting up new hires with benefits to managing health insurance contributions and processing payments.

Prompt Employee Payments

Choose between printed checks or direct deposits to ensure your staff receives their pay promptly.

Effortless Timesheets

Transition from paper timesheets to digital solutions to save time and increase accuracy.

Simplified Employee Benefits

Manage health insurance and retirement contributions with ease to attract and retain top talent.

Smooth Onboarding

Our efficient onboarding process helps new hires get up to speed quickly, saving you time and resources.

Stress-Free Tax Preparation

We handle W2 and 1099 preparation so you and your employees are ready for tax season.

HR Consultation:

Our HR experts provide guidance on setting up your human resources department and other related needs.

Incorporation Services

Freedom Folio Can Help You Choose the Right Business Structure

When starting a business, choosing the right structure is crucial. It affects:

Selecting the right structure, such as a corporation or LLC, can protect your personal assets, limit financial responsibility, and offer tax advantages. Our experts at Freedom Folio can guide you through the options and handle the paperwork.

Here’s a brief overview of business structures:

Sole Proprietorship/Partnership

Without formal paperwork, your business defaults to a sole proprietorship or partnership. You are personally liable for business debts and legal issues, with no specific tax benefits.

C-Corp

A "regular" corporation that separates personal assets from the business. It features a Board of Directors and shareholders, with no limit on the number of shareholders. Note that it may face double taxation.

S-Corp

Similar to a C-Corp but with up to 100 shareholders and pass-through taxation, meaning profits are taxed only on personal returns, avoiding double taxation.

LLC

An LLC offers pass-through taxation and legal protection like an S-Corp, plus it doesn’t require U.S. citizenship to form. However, it cannot issue stock.

Professional Corporation

Designed for licensed professionals, this structure provides protection against lawsuits and malpractice claims. Requirements vary by state but often include that board members and shareholders be licensed professionals.

Not-for-Profit:

If your organization is focused on community service rather than profit, like a community art center, a not-for-profit (or nonprofit) structure offers several advantages. It may qualify for tax exemptions and be eligible for grants. For 501(c)(3) nonprofits, donations made to your organization are tax-deductible.

Ready to simplify your tax and payroll management?

Freedom Folio

Freedom Folio is your trusted partner for all things tax and payroll. We excel in simplifying the complexities of tax management, payroll processing, and ADP integration, so you can concentrate on growing your business. Our team of experienced professionals is dedicated to delivering customized solutions that ensure compliance, accuracy, and efficiency at every stage.

Streamline Your Tax and Payroll Processes with Expert Guidance from Freedom Folio

Thank you for choosing Freedom Folio to manage your business’s tax and payroll needs. We’re dedicated to supporting you throughout the process. If you have any questions or want to explore how we can further assist your business, please feel free to contact us.