Financial Services
Personalized service in partnership with individuals, families, groups, and small businesses
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I don’t just “prepare” tax returns, I strategize with you to strengthen your entire financial circumstances.
My comprehensive understanding of tax laws, personal finance, and business strategy
ensures that every advantage available is leveraged.
Your financial landscape is unique.
I recognize that professional financial services can be cost prohibitive for some individuals and small businesses.
To that end, I am proud to say that a small portion of our clients work with me on a pro-bono basis.
If you have financial challenges and do not think you can afford my services, please do not hesitate to contact me.
Barter is a possible option as well.
Helping those in need is an integral part of my mission.
Please know that when you pay full cost for my services, you are also paying it forward by supporting
those who cannot afford these valuable resources
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Finley's Financial Services serves the entire United States
*Please let me know if you need to file State Taxes in Iowa, New York, Connecticut or Maryland. I am currently unable to file State Taxes in Oregon
Services and consultations are held remotely via Google Meet
Limited in-person appointments are available in Amherst, Lexington, Charlottesville, and Lynchburg, Virginia
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TAXES
Personal Tax Preparation
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Helping to minimize your tax liability and increase your potential federal & state tax refunds
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Federal and Most State Returns*
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Includes Sole proprietors, self-employed, freelancers utilizing Business Schedule C
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Single Member LLCs
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Tax Consultation and Strategic Planning
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Quarterly Tax Estimates With Payment Vouchers When Required
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Free e-File Always Included
Business Tax Preparation
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Prepare and file quarterly estimated taxes
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Prepare Partnership and S-Corp Returns
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Corporation return Form 1120 ( case by case basis)
Tax Advisory
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Strategic planning to minimize tax liability without compromising overall financial health
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Ensuring that every advantage available is leveraged
Amended Tax Preparation
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Review previous tax returns for accuracy; update as necessary
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Filing an amended return could result in benefits like claiming a tax credit, taking a deduction you missed, reporting additional income and withholding. You can maximize your refund or lower what you owe
PERSONAL FINANCE
Financial Coaching
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Helping you reach your financial goals. During each 1 hour session, we will discuss your goals, decide on how you will reach them, and create easy and actionable next steps
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I have successful coaching experience in: budget adherence, post-divorce financial stability, enhanced procedures for self-employed clients i.e streamlined bookkeeping systems, efficiency practices etc.
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I have partnered with life coach Fran Paul. Fran has an extensive background in assisting with the anxieties, stressors, and concerns that often associated with financial circumstances
Budgeting
I will help you make sense of your income, expenses, and spending to create a budget that works within your income. Whether it is to control overspending or saving for a large purchase, I can help you achieve your goals
Financial Questions
I answer your financial questions such as “How much of a mortgage can I afford?” or “Where is an economical place for me to live based on a variety of factors?”
Custom Workshops
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If your family or friends have similar questions and/or interests, then a group workshop is for you!
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Examples include: a walkthrough on filing your own taxes, financial planning for college, creating your own budget, and more. I will create a tailored workshop that addresses your specific needs
Business Finance
Business Plan Development
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Develop or revise a business plan
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Option 1: Guidance and coaching you through to the process to create your own business plan
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Option 2: Review your financial and business needs, then create a custom plan for your business
Business Strategy Consulting
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Review your business finances and goals
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Create a custom business development plan
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Generate clear and actionable strategy items to meet your business goals
Financial Statement Analysis
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Analyze balance sheets, income statements, cash flow statements, and any other documents for key performance indicators (KPI’s)
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Make recommendations based on your goals
DEI (Diversity & Inclusion) Consulting
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Create an effective DEI plan for your workplace
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Help you enhance and promote diversity, equity, and inclusivity in the workplace
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Suggest effective, ethical, and accepting ways to market to different demographics
Custom Workshops
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I provide workshops for your employees and/or customers
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Wide range of topics: personal finances, budgeting, creating a business plan, or other topics as needed
* Please note that I am not a CPA or Broker. I do not help or advise with the buying or selling of
financial products such as stocks or bonds. I cannot officially audit your financial statements. *