At Choice Financial, we offer a wide range of financial services designed to support both individuals and businesses. Our services include customized tax planning, tax filing, bookkeeping, audit preparation, retirement and estate planning, and guidance on choosing the right business entity structure. We’re here to help you navigate your financial journey with confidence.

Getting started with us is easy. You can schedule a consultation through our website or by giving us a call. During our first meeting, we’ll take the time to understand your financial goals and current situation so we can recommend the best solutions for your needs.

We work with both businesses and individuals. Whether you're a business owner looking for strategic financial support or an individual planning for the future, we tailor our services to meet your specific needs.

A customized tax plan is a personalized strategy we create to help you reduce your tax burden and increase your savings. We analyze your income, expenses, investments, and goals to build a proactive plan that aligns with current tax laws and your long-term objectives.

Yes, we can. We provide professional tax filing services to ensure your returns are accurate, timely, and optimized for deductions and credits. Our goal is to make the process smooth and stress-free.

If you receive an IRS notice, we’re here to help. We’ll review the notice, explain what it means, and guide you through the response process. Our team will work with you to resolve the issue efficiently and effectively.

If you need to cancel or make changes to a policy, we’ll walk you through the process. We’ll help you understand the implications and ensure that any updates align with your financial goals and legal requirements.

We help you determine the best entity structure for your business by evaluating your business model, tax situation, and long-term plans. Whether it’s an LLC, corporation, or another structure, we’ll guide you toward the most beneficial setup.

Yes, we do. Our bookkeeping services help you maintain accurate financial records, track income and expenses, reconcile accounts, and prepare financial statements—giving you the clarity you need to make informed decisions.

Absolutely. We assist with audit preparation by organizing your financial records, reviewing documentation, and ensuring compliance with regulations. Our goal is to make the audit process as smooth and stress-free as possible.

To start planning for retirement, we’ll sit down with you to understand your current financial situation and future goals. Then we’ll develop a strategy that includes savings targets, investment planning, and tax optimization to help you retire with confidence.

Estate planning involves organizing your assets and legal affairs to ensure they’re distributed according to your wishes. We help you create wills, trusts, and other essential documents to protect your legacy and provide peace of mind for your loved ones.

Yes, and we highly recommend it. We integrate retirement and tax planning to create a cohesive strategy that maximizes your savings and minimizes your tax liabilities, both now and in the future.

What sets us apart is our personalized approach and commitment to long-term relationships. We take the time to understand your unique situation and offer a full suite of services under one roof, all designed to help you achieve financial clarity and peace of mind.

Our fees are transparent and flexible. Depending on the service, we may charge a flat fee, hourly rate, or project-based pricing. We always discuss fees upfront so you know exactly what to expect.

You can schedule a consultation by visiting our website or calling our office. We offer flexible appointment options and will guide you through the first steps to begin your financial planning journey.