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Your Trusted Partner in Tax and Financial Services

Familia Financial Services is your trusted ally for comprehensive financial solutions. Specializing in tax preparation, bookkeeping, marketing, and business consulting, we cater to individuals, contractors, and businesses seeking expert guidance and reliable support.

Your Trusted Team

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Henry Eford

Partner

Henry is an Intuit Turbotax trained Tax Preparer, Advisor, and seasoned entrepreneur with lengthy a business finance career. His experience spans over a decade in Finance, Sales, Marketing, Real Estate and E-Commerce. 

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Nadirshah Eford

Partner

Nadirshah is an Intuit Turbotax trained Tax Preparer, Advisor, and former teacher turned Education Director with over 15 years experience. She has a wealth of knowledge and a passion for Finance and Tax Education.

Why choose to be Familia?

Comprehensive Financial Expertise

Familia Financial Services offers a wide range of financial services, including tax preparation, bookkeeping, and business consulting, ensuring that all your financial needs are met under one roof.

Our team of experts is dedicated to providing personalized solutions that cater to individuals, contractors, and businesses alike.

Trusted and Reliable Financial Partner

With years of experience in the financial sector, Familia Financial Services has built a reputation for trust and reliability.

We prioritize our clients' needs, ensuring that they receive accurate and timely advice to make informed financial decisions, giving you peace of mind in managing your finances.

Tailored Marketing and Advisory Services

At Familia Financial Services, we understand that every client is unique. Our marketing and advisory services are customized to fit your specific requirements, whether you're an individual, contractor, or business.

We work closely with you to develop strategies that drive growth and enhance your financial success.

Book a FREE Tax & Financial Services Consultation today! 

  Familia Financial Services is ready to serve you.
  Benefits our clients look forward to include:
  • We guide and educate our clients on the importance of financial and business matters.
  • The "Familia Touch" where our clients are seen, heard, and feel like family.
  • Personalized Service where our services are tailored to your needs so you can have rest each and file with confidence.
   SIMPLE 3 Step Process:
  • STEP #1: Consult with a qualified professional to assess your specific needs.
  • STEP #2: Personalized Intake Process
  • STEP #3: Easy Consultation tailored to your needs.

We offer more than just taxes...

Products

Check out our product offerings

Our story

Comprehensive Tax Preparation Kit

Our Comprehensive Tax Preparation Kit is designed to simplify the tax filing process for individuals and businesses alike. This kit includes all necessary forms, instructional guides, and a digital organizer to help you gather and track your financial data effectively. With additional tips and checklists, it ensures no deductions or credits are overlooked. The kit also provides access to exclusive online resources, offering step-by-step guidance tailored to your specific tax situation. Ideal for both first-time filers and experienced taxpayers, this kit is your go-to resource for a stress-free tax season.

Business Bookkeeping Starter Kit

The Business Bookkeeping Starter Kit from Familia Financial Services is your essential tool for establishing efficient bookkeeping practices. This kit includes a set of customizable ledger books, receipts organizers, and accounting templates that cater to various business needs. Designed to streamline financial tracking, it helps in maintaining accurate records and supports compliance with financial regulations. Accompanied by a detailed guide, it offers insights into best practices for managing expenses and income. Suitable for small businesses and contractors, this starter kit lays a strong foundation for sound financial management.

Our story
Our story

Financial Planning Workbook

Our Financial Planning Workbook is a comprehensive tool to help individuals and businesses plan for their financial future. This workbook contains guided sections on budgeting, savings, investment strategies, and debt management. With easy-to-follow exercises and examples, it encourages users to set and achieve their financial goals. It also includes tools for tracking progress, making it easier to adjust plans as needed. Perfect for those looking to take control of their financial well-being, this workbook is an invaluable resource for creating a solid financial roadmap.

Services

Check out our service offerings

Our story

Tax Preparation & Advisory

At Familia Financial Services, we offer comprehensive tax preparation and advisory services tailored to meet the unique needs of individuals, contractors, and businesses. Our team of experienced tax professionals stays up-to-date with the latest tax laws and regulations to ensure you receive the maximum benefits and deductions available.

We provide personalized consultations to help you understand your tax obligations and develop strategies for minimizing your tax liability. Whether you need assistance with filing your annual tax returns or navigating complex tax situations, we are here to support you every step of the way.

Trust us to handle your tax matters with accuracy and confidentiality, allowing you to focus on what you do best. Our goal is to simplify the tax process and provide you with peace of mind.

Bookkeeping Services

Familia Financial Services offers reliable and efficient bookkeeping services designed to keep your financial records accurate and up-to-date. Our skilled bookkeepers use the latest technology and software to manage your accounts, ensuring that all transactions are recorded correctly and in a timely manner.

We understand the importance of maintaining clear and organized financial records for the success of your business. Our services include managing accounts payable and receivable, bank reconciliations, and generating financial reports to provide you with valuable insights into your financial health.

By outsourcing your bookkeeping to us, you can save time and focus on growing your business, knowing that your financial records are in expert hands.

Marketing and Business Consulting

Our marketing and business consulting services are designed to help you achieve your business goals and stand out in a competitive market. At Familia Financial Services, we work closely with you to develop customized marketing strategies that align with your brand and target audience.

Our team of consultants brings a wealth of experience across various industries to provide you with actionable insights and innovative solutions. Whether you're looking to enhance your online presence, expand your customer base, or improve operational efficiency, we have the expertise to guide you.

We offer a range of services, from market analysis and branding to digital marketing and business planning. Let us partner with you to drive growth and success for your business.

Plans and Pricing

Affordable and Flexible Solutions

Starter

$50/month

Some key features
  • Basic tax preparation
  • Email support
  • Simple bookkeeping
Buy starter now

Professional

$200/month

Some key features
  • Advanced bookkeeping tools
  • Phone and email support
  • Comprehensive tax advisory
Buy professional now

Enterprise

$600/month

Some key features
  • Full business consulting
  • Custom marketing strategies
  • Dedicated account manager
Buy enterprise now

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Testimonials

See what people are saying

Familia Financial Services has been a game-changer for my small business. Their bookkeeping and tax preparation services are top-notch, allowing me to focus on growing my business without worrying about the financial details. Their team is professional, knowledgeable, and always ready to help with any questions I have.
Ervin Howell, VP Product, Deckow-Crist
As an independent contractor, finding reliable financial advice can be a challenge. Familia Financial Services has exceeded my expectations with their personalized financial advisory services. They have helped me optimize my tax strategies and manage my accounts with ease. I highly recommend them to anyone in need of trustworthy financial guidance.
Clementina DuBuque, SVP Sales, Hoeger LLC.
I recently started my own business and was overwhelmed with all the financial aspects. Familia Financial Services provided excellent business consulting and marketing advice that helped me establish a solid foundation. Their expertise in both finance and marketing is invaluable, and I am grateful for their support in helping my business thrive.
Kurtis Weissnat, CMO, Brunlow Inc.

About

Get to know us

Our story

Our Company

Familia Financial Services stands as a beacon of trust and expertise in the financial industry. We specialize in offering comprehensive services, including tax preparation and advisory, bookkeeping, marketing, and business consulting, tailored to meet the needs of individuals, contractors, and businesses.

Our dedicated team is committed to delivering personalized solutions that help our clients achieve their financial goals with confidence and ease. We pride ourselves on building long-lasting relationships based on integrity, transparency, and exceptional service.

Whether you are an individual seeking tax advice or a business in need of strategic consulting, Familia Financial Services is here to support your journey to financial success.

Contact Us

Get in Touch with Our Experts

  • +1 214-296-9002

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