- Need Professional Bookkeeper?
Note From The Founder, Shanli, Liu CPA, CTP.
With immense pleasure, I would like to introduce you to my Freedomfolio team. It is an amazing mix of professionals from different parts of the world, 3+ countries at present and counting. Each one of them been proven to be the best in their respective fields.
We specialize in reducing taxes for business owners, investors, professionals, and other 6 & 7 figure entrepreneurs across the US and are ranked among the Top 1% for tax strategists in the country. As an industry leaders, we have helped save our clients over $2 MM+ and counting! It is the efforts of the Freedomfolio team that ensure we save you every bit of your hard earned money.
It gives me immense joy to welcome you to the Freedomfolio
Welcome to FreedomFolio! We’re not your average tax planning and accounting firm. Based in the heart of Boston, Massachusetts, we’re a group of quirky, dedicated professionals who eat, sleep, and breathe real estate. But hey, we also know how to have fun and savor the finer things in life!
Our Mission: Empowering Your Real Estate Journey
Our mission is simple yet bold: to empower real estate investors, brokers, agents, and landlords with top-notch financial guidance infused with real-world insights. At FreedomFolio, we believe that the right financial advice can unlock incredible opportunities and growth in the real estate sector.
Our Team: A Blend of Experts and Enthusiasts
Led by Shanli (Shirley) Liu, a certified tax planner, public accountant, and an active real estate investor, our team is a unique blend of experts who are just as passionate about real estate as they are about numbers. We understand the pulse of the property market because we’re part of it every day.
Our Approach: Personalized, Proactive, and a Bit Playful
We’re big on personalization. Your real estate goals are unique, and your financial strategies should be too. We’re proactive, always looking ahead to help you navigate the ever-changing real estate and tax landscapes. And yes, we bring a sense of humor to our work – because who says finance can’t be fun?
Our Services: Comprehensive, Customized, Cutting-Edge
From tax planning and accounting to investment advice and portfolio management, our services are as comprehensive as they are customized. We’re constantly updating our knowledge and techniques to ensure you’re getting the best, most current advice possible.
Our Culture: Travel, Food, and Continuous Learning
We’re a team that loves to explore – whether it’s new places, cuisines, or investment strategies. We believe this sense of adventure and continuous learning makes us better advisors and partners to our clients.
Join the FreedomFolio Family
At FreedomFolio, you’re more than just a client – you’re part of a community that values growth, success, and a bit of adventure. Whether you’re looking to expand your real estate portfolio or need expert tax advice, we’re here to guide you every step of the way.
Ready to embark on a real estate journey like no other? Let’s connect and make your dreams a reality!
Rasel
2 Year(s) Ago
Rasel lives in Cambodia. She joined the firm two years ago as an administrative assistant, but her role quickly expanded into marketing give her past experience working with Intuit QuickBooks, Amazon and AuthorHouse book publishing in Philippines. She loves spending time with her two kids and they are social media famous.
Randy
2 Year(s) Ago
Randy joined the firm as an accounting manager in September 2023. He’s a licensed CPA and currently working on his US Enrolled Agent designation. Randy worked with US tax firms for a decade. He brings a broad range of experience and knowledge
Saad Kapadia
2 Year(s) Ago
Saad joined the firm as a staff accountant two years ago. Saad used to work for a large size outsourcing firm in India. He was trained on how to do bookkeeping and prepare business and individual returns. Saad lives in India with his family. He loves snow
Olivia Huang
2 Year(s) Ago
Olivia joined the firm a year ago. She has experience working in an EB5 center and her background is in French and marketing. Olivia lives in Boston Massachusetts with her two kids. She loves photography and she can speak fluent Mandarin, French and English
lancy qiao
2 Month(s) Ago
lancy qiao joined us in August. Shes an enrolled agent and experienced accountant. Lancy lives in Rhode Island with her two kids. In her spare time, she loves helping amazon sellers set up their store in the US