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Not your Ordinary Tax & Financial Services Firm

We are your partners in success. Starting from the first strategy session, you
become a top priority for your financial welfare. Whether its strategically planning to minimize your tax liability or starting that new business you are part of the LevelUp culture.

SERVE

Service that goes over & beyond your expectations.

EMPOWER

Educate and elevate you through financial literacy to improve lives & build wealth.

PROSPER

Financial planning & wealth strategies to maximize what you already have.

Welcome

LevelUp Financial Services is a full-service, tax planning, tax preparation and business consultant firm focusing on personal and business tax planning and preparation as well as services for startup and seasoned entrepreneurs.
 
We provide individual tax preparation with the personalization that software packages can’t. We keep up to date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As a financial services company, we adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.

Our Services

Tax Planning

We help you maintain tax compliance while taking advantage of tax-smart strategies to minimize your tax liability. From starting a new business to individual life planning, we take the time to understand you and your specific goals, then design a unique plan to help you cut your taxes and achieve financial freedom, faster. LevelUp is perfect for individuals, business owners, executives, Real Estate agents and investors as well as physicians to protect and grow assets through best-in-class solutions you will find nowhere else. Our #1 goal is to help you be more efficient through strategic tax and wealth planning, so you can live the life you deserve!

Tax Preparation

For individuals & business owners, taxes can be a complicated issue and it can be easy to feel intimidated when dealing with IRS regulations. Our Team has the expertise to prepare your income tax returns accurately and efficiently based on your individual unique situation.
Preparing and filing your annual Tax Returns is just the first step, the information from your Tax Returns serves as a foundation to help us implement proactive year-round tax reduction strategies to minimize your tax liability and help you keep more of what you earned.

Business Services

The business entity that you select for your business has enormous financial and tax implications. The wrong setup of your business now could mean more taxes and liability later. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also. As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.

Ready to Book a Call?

Our tax professionals are more than happy to meet virtually with you via a phone call or via video conferencing. Schedule your virtual appointment today!

Let’s Connect

Do you have any questions for us? Need more information about something?

Our professionals are waiting to service you. Simply fill out some details about yourself and a tax strategist will contact you. We’re building a family to grow & elevate together!