Tax Preparation, Insurance & more
We provide outstanding service to our clients and we are committed to professionalism, responsiveness and quality.
We have been in the industry for more than 10 years, and our reputation is everything to us.
Our firm is staffed with only the most experienced financial professionals with the ability to meet your needs.
Our well-trained and organized staff will bend over backwards to meet and exceed your expectations.
What we Do
Individual & Corporates Accounting Services
Individual & Corporate Taxes
If you run a company, you’ll need help with vital financial processes at some point. The complex practice of tax planning and preparation for many business owners is where they need the most assistance.
It is easy and feasible to tackle your financial challenges and achieve your goals. In order to ensure that your financial dreams will become your future reality, we help you make smart decisions along the way.
Health & Life Insurance
Healthcare payers and delivery systems can be costly and complicated to set up. We help deal with the nitty gritty of helping you make sure your life and health insurnace systems are set up quickly and efficiently.
Frequently Asked Questions
How do I start a business and which entity do I use?
The first decision you need to make is deciding which business entity fits your business. Deciding which business structure to use determines how you are taxed and what taxes you will pay. It also determines which income tax return you will file. The most common types of business entities are: Sole proprietorship, Partnership, Corporation, S Corporation, Limited Liability Company.
Is Bookkeeping important for my business?
Yes. Your business can grow with bookkeeping. Bookkeeping is the foundation to your business to ensure funds are being used properly and to show you your net profit after your expenses. It will help you create a business plan to use when trying to secure a small business loan or line of credit or to plan for the future.
Are they other options for healthcare besides Obamacare?
Yes, there are other options for healthcare that are affordable. Please contact us to discuss in detail.
How do I maximize deductions and save money to increase revenue in my business?
First, step is to use a professional service like Direct Financial and Tax Services LLC to ensure your business is setup properly, bookkeeping is in place, and that you are not spending money on avoidable errors.
“Direct Financial and Tax Services are such a pleasure to work with. They are professional and friendly.”
“This place is all-around for my business. They help me with tax preparation and healthcare coverage for my business.”
“I’ve utilized both the business insurance and their top-notch financial advisory services. No complaints.”
Our mission at Direct Financial and Tax Services LLC is to provide outstanding service to our clients and we are committed to professionalism, responsiveness and quality.