Biography of Esteemed Financial
Esteemed Financial Services is dedicated to providing comprehensive services in tax advisory and preparation, credit repair, entity structuring, and professional notary. Established in 2021, the firm focuses on leading individuals and businesses to financial success by revolutionizing traditional financial practices through education, having already aided over 2,000 clients
Positioned in San Antonio, Texas, Esteemed Financial offers its expertise nationwide, providing clients with the essential knowledge and resources needed to make informed decisions, move
away from outdated financial habits, and secure enduring financial stability The firm's team is committed to supporting clients in managing personal finances and fostering business growth through expert guidance and tailored solutions
Services Provided
Esteemed Financial boasts a team of experienced professionals who specialize in a wide range of financial advisory services:
Tax Advisory/Preparation: The team at Esteemed Financial alleviates the complexities of tax season by ensuring accurate and efficient tax filings with the IRS, aiming to minimize tax liabilities. Services extend to preparing tax returns for a variety of business entities, including sole proprietorships, partnerships, and corporations
Additionally, the team assists clients with the calculation and scheduling of estimated quarterly tax payments to prevent underpayment penalties and maintain consistent tax payments throughout the year. They also manage tax compliance for businesses operating across multiple states and help in identifying deductible expenses and securing applicable tax credits like the R&D and WOTC
LLC Formation: Esteemed Financial streamlines the process of LLC formation, simplifying the paperwork and legal requirements so clients can focus more on business growth The team aids in choosing a unique business name, selecting a registered agent, and filing the necessary articles of incorporation Assistance extends to completing IRS applications for Employer Identification Numbers (EIN) and setting up business bank accounts
Estate Planning: The firm's estate planning services aim to fulfill clients' wishes regarding asset distribution, dependent care, and financial and healthcare decision-making. Customized plans may include wills, various trusts, powers of attorney, and plans for business succession and charitable giving, all tailored to protect assets and minimize potential legal complications
Financial Education: Esteemed Financial provides financial education covering budgeting, money management, investment, and retirement planning This includes insights into credit and debt management to help clients understand and improve their credit scores and financial standing
Credit Restoration: Esteemed Financial's credit repair services focus on rectifying and disputing inaccuracies in credit reports, aiming to enhance clients' credit scores and unlock new financial opportunities.
Notary Services: The firm offers notary services that guarantee the legal recognition of documents such as contracts and personal records through accurate and reliable certification.