Our Services and Your Financial Strategy

It begins by taking a personal, in-depth look to understand your specific financial goals and help you define a clear strategy for how to achieve them.

Based on that understanding, your financial professional will help you:

  • Achieve a balance between your current lifestyle and future expectations.

  • Decide how to invest based on your goals and tolerance for risk.

  • Actively strategize for and save toward your desired retirement lifestyle in a balanced, disciplined approach.

  • Minimize tax impact on your portfolio.

  • Recommend solutions that help protect you and your family against the unexpected.

  • Custom-design programs to help you achieve your special goals, such as buying a home, retiring early, paying for your child’s education, fulfilling your family legacy and philanthropic giving desires and more.

  • Achieve a balance between your current lifestyle and future expectations.

  • Decide how to invest based on your goals and tolerance for risk.

  • Actively strategize for and save toward your desired retirement lifestyle in a balanced, disciplined approach.

  • Minimize tax impact on your portfolio.

  • Recommend solutions that help protect you and your family against

    the unexpected.

  • Custom-design programs to help you achieve your special goals, such as buying a home, retiring early, paying for your child’s education, fulfilling your family legacy and philanthropic giving desires and more.

GAAP Accounting

GAAP Accounting is extremely important and must be accurate and impartial for the success of a business. Our professional team offers comprehensive and reliable financial accounting features tailored to meet all the needs of small to medium-sized businesses.

We understand that you need a team that will listen to your individual situation in order to fully understand your business’s goals and budget. We provide non-biased advice with an impressive attention to detail, so you can trust us with maintaining the financial state of your company. With our versatile approach, we are able to guide you through all stages of corporate growth, whether you are just starting out or looking to move towards expanding.

Accounting can be complicated and overwhelming luckily, our professionals make the process easy by providing personalized service that cuts through the clutter and gives you the tools necessary for success. You’ll be able to keep track of budgets and expenses along with overviews of company performance so that good decisions are always being made without fear of breaking a budget or overspending on any one issue.

GAAP Accounting is extremely important and must be accurate and impartial for the success of a business. Our professional team offers comprehensive and reliable financial accounting features tailored to

meet all the needs of small to

medium-sized businesses.

We understand that you need a team that will listen to your individual situation in order to fully understand your business’s goals and budget. We provide non-biased advice with an impressive attention to detail, so you can trust us with maintaining the financial state of your company. With our versatile approach, we are able to guide you through all stages of corporate growth, whether you are just starting out or looking to

move towards expanding.

Accounting can be complicated and overwhelming luckily, our professionals make the process easy by providing personalized service that cuts through the clutter and gives you the tools necessary for success. You’ll be able to keep track of budgets and expenses along with overviews of company performance so that good decisions are always being made without fear of breaking a budget or overspending

on any one issue.

Our services are about fostering success for your business, as we handle all financial tasks large and small from tax filing calculations to payroll reports, so you remain confident in the security of your financial future. Golden Tree Tax & Accounting services include:

  • Monthly Bookkeeping and Recording: We will ensure records are updated each month, making periodic adjustments as needed to reflect the most current information. Our accountants will post entries in a consistent and timely manner. We help put things in perspective with detailed reports provided whenever you need them.

  • Tax Planning: Our team will help you make smarter financial decisions throughout the year. We will assist with managing your tax obligations by keeping your business in compliance with state and federal law. We'll also identify tax deductions and exemptions that can save you money each year.

  • Accounting Reconciliation: With our support, you can eliminate discrepancies between your bookkeeping and your actual account balance. We will carefully monitor accounts payable and receivable to make sure your records accurately convey your real-time finances. Our team will compile monthly or quarterly reports depending on what works best for you.

  • Bookkeeping for Startups: We will walk you through setting up essential bookkeeping tasks such as payroll. We'll also help you register your new business with state and federal agencies for tax purposes. If you need financing, our accountants will offer valuable insights to get you started.

  • Tax Preparation: Our EA's and CPA's on staff will support and assist with annual tax preparation; our team is knowledgeable in preparing simple to complex individual (1040) and business returns (1120, 1120-S, 1065, etc.)

Business Strategies

And for a good reason indeed.

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Our Client Testimonials

And for a good reason indeed.

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It was Great Experience

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About The Company

We offer personal, face-to-face financial guidance and product solutions to individuals, business owners, and executives. Developing a one-on-one relationship and a concise process for you.

Contact Us

Contact us today to take your finances to the next level

© 2023 Golden Tree Wealth Partners

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