Money Is Easier Lost Than Made.
©2017 All Rights Reserved | Finance First, LLC.
SERVICES
BUSINESSES
- Tax preparation for any form of Business such as Corporations, Partnerships, LLC’s,Non-Profit Businesses and Sole Ownerships.
- Assistance with Planning and Financing your new or existing Business.
- Aggressive and effective IRS Representation at less than half the cost of Tax Attorneys.
- Business evaluation plans for SBA loan requests or to buy, sell or expand your existing business.
- Assistance in obtaining Commercial Financing, Equipment Leasing, and Payroll Management.
- Unique “win-win” Business Conflict Resolution to avoid costly legal fees.
- Help with 401(k) and other pension planning for you and your employees.
- Tax Compliance and Planning Services.
INDIVIDUALS
- Tax preparation using the latest software.
- We will sweat all the minute details to minimize your tax burden and assist your year-round tax planning.
- Aggressive IRS appeals on tax audits and problems at less than half the cost of Tax Attorneys.
- Wealth building financial budgets and plans that balance sound family values with the maximum rate of return.
- Advice on investment strategy and asset allocation in tune with your own risk tolerance, goals and tax situations.
- Help with your family insurance needs, future funding of children’s education, estate planning and retirement security.
- Family finance monitoring on a regular basis.
Finance First, LLC., a growing firm, was formed in 1986 by its principal, Arvind Bhatt. He has over 30 years of varied financial experience and a broad knowledge of Taxes, Investments and Financial Management especially related to Small and Medium Size Businesses as well as Personal Financial Planning.
Mr. Bhatt has a MBA degree from the Ohio State University. He has additionally served several managerial and key financial positions with Cooper Industries, an NYSE company in late the Seventies and Eighties.
During our tenure working for big businesses, we were truly disappointed to observe that, in real life, despite free market competition, advanced computer technology, and the information revolution, small to medium size businesses and middle class families were (and are) not served with a truly sympathetic and caring attitude.
The current financial services industry is generally driven by a “Bigger is Always Better” philosophy although it always pays lip service to the importance of small and medium size businesses and the middle class families. The recent financial meltdown is a living testimony.
Thus, today, we see a proliferation of highly complex financial products coupled with hard-to-understand government tax and business regulations. These are negatively affecting the middle class and small businesses which are the pillars of our economy. With the client as the centerpiece of our high idealism and principled standards, we have served hundreds of middle class families and small-to-medium size businesses since 1986.
ABOUT US
Do Business and Personal Taxes, Financial and Small business Related issues make you edgy?
we will help you tackle all of your Small Business, Tax, Investment, and Personal Finance related problems. Anything that bothers you as a small business, an individual, or a family, chances are that we can help you make a critical choice and give you directions and decision support for a healthy financial future.
Above all, WE DO NOT SELL investment products, insurance, securities, programs, seminars or financial mumbo jumbo with twisted acronyms to impress you. We have no conflict of interest, commission-sharing, or any hidden agenda.
WE WILL HELP YOU MAKE TOUGH CHOICES
Even in this internet age of highly impersonalized and mass-marketed financial services, our professionals will provide personalized, prompt, and accurate services. Please take a tour of our site and find out what we can do for you. Call or e-mail us for an initial consultation for no cost or obligation.
Most Individuals and small Businesses just hate taxes.
But Your taxes are one of the windows in to your Financial Life.
In our years of tax preparation and planning experience we are shocked to learn that even many reputed CPA'S and Enrolled Agents often fail to sweat the maximum details re your tax situation.
In essence they 'commoditize" your taxes and use the so-called SALY (Same As Last Year) method to crank out maximum number of tax returns to meet the dreaded April 15 deadlines.
WE DO NOT RESORT TO SALY. In fact we not only sweat all the details but also
offer you valuable Financial Insights and Recommendations at no extra charge or the pressure to steer you towide variety of complex Financial Products.
DETAILS
TESTIMONIALS
<
>
"The hardest thing to understand in this world...is INCOME TAX"
- Albert Einstein
"Used to be that a fool and his money were soon parted but now
it happens to everyone." - Adlai Stevenson II
"You must pay your taxes but there is no law that says you should leave a tip” - Morgan Stanley
