.png)
Tax Preparation For You and Your Business
The experts at Oddo Financial Services work with a variety of individuals, businesses, and industries to handle unique situations. We assist you in maximizing personal/business tax deductions, ensuring you receive the refund you are entitled to or minimizing the amount you owe. Our personalized services allow us to discuss all relevant tax topics before filing your return.
What we offer :
As certified tax preparers and small business experts, Oddo Financial Services offers individual and business tax preparation, GRT filings, quarterly estimated tax assistance, budgets and more! Our tax experts adhere to IRS rules and regulations while assisting you to maximize deductions and save money on federal and state income taxes when possible.
Tax Preparation Services
Tax Consultation
At Oddo Financial Services, we understand every situation is different. Through our initial consultation, we work to understand your individual needs, making sure our clients are aware of all tax deductions available to them. We also offer business formation services, including information about choosing a business structure and preparing your personal & business returns.
​
Bookkeeping Consultation
Our bookkeeping consultation services are designed to help you get your business on track. We will take a look at your current books and records, identify any issues that need to be addressed, and provide recommendations for improvement. This can include everything from how you organize your files to how often you reconcile your bank accounts. Our goal is to make sure you have an accurate, up-to-date record of all your business finances. This will help you avoid costly mistakes when tax season comes!
​
​
Prior Year Tax Return Review
Our tax experts will review your tax return from last year to ensure all information is accurate. If anything needs to be adjusted, we can provide assistance in making the necessary amendments before preparing and filing new tax returns.
​
Customized solutions to fit your business needs
From budgeting to reporting, we can customize a solution for your business that will help you save money, reduce your stress, and avoid problems. Our goal is to make sure that your business is running as smoothly and efficiently as possible. At Oddo Financial Services, we find the solutions that work for you and help you implement them. We handle the numbers!
​
ODDO FINANCIAL SERVICES