Welcome to The Money Tree Financial Services & Tax
We are a full service CPA firm. We offer bookkeeping, tax preparation, LLC creation and more!
What we do
At The Money Tree, we are dedicated to helping our clients achieve their financial goals. We understand that everyone's financial situation is unique, so we provide personalized financial advice that is tailored to your specific needs and goals.
We are a full service CPA firm. We offer bookkeeping, tax preparation, LLC creation and more!
Around-the-Clock Financial Guidance
Bookkeeping
From maintaining accurate financial records to ensuring compliance with regulations, we offer comprehensive support to help you stay organized and focused on your core operations. Let us handle the numbers while you focus on growing your business with confidence.
Tax Preparation
We specialize in expertly managing both personal and business taxes, offering tailored solutions to optimize your financial situation. From meticulous record-keeping to strategic tax planning, we ensure compliance while maximizing your tax benefits. Let us alleviate the stress of tax season, allowing you to focus on what matters most to you and your business.
Estate & Retirement Planning
We specialize in estate and retirement planning to secure your financial future. Through personalized strategies, we help you protect and transfer your assets efficiently, ensuring your legacy and providing peace of mind for your loved ones. With our expert guidance, you can navigate the complexities of estate and retirement planning with confidence and clarity.
LLC Creation
Start your business journey with confidence. We specialize in LLC creation, guiding you through the process seamlessly.
Our Team
JOHN DOE
JOHN DOE
JOHN DOE
FAQS
How often should I meet with my financial advisor?
How often you meet with your financial advisor depends on your individual needs and circumstances. Some people may want to meet with their advisor quarterly or semi-annually, while others may only need to meet once a year. It is important to meet with your advisor often enough to review your financial plan and make adjustments as needed.
What is the difference between a financial advisor and a broker?
A financial advisor is a professional who provides financial advice to clients. They can help clients with a variety of financial tasks, such as creating a budget, setting financial goals, and investing. A broker is a professional who buys and sells securities on behalf of clients. Brokers may also provide some financial advice, but their primary focus is on executing trades.
What is a fiduciary?
A fiduciary is a person or organization that has a legal obligation to act in the best interests of another person or organization. Financial advisors who are fiduciaries are legally required to put their clients' interests ahead of their own. This means that they cannot recommend products or services that are not in their clients' best interests.
What Are Our Customers Saying ?
Feedback from our delighted clientele.
I was feeling overwhelmed and lost when it came to my finances.
JANE DOE
I've been working with [Your Firm Name] for several years now, and I'm so glad I found them.
JANE DOE
I was nervous about working with a financial advisor and their team made me feel so good.
JANE DOE
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