Services
We Are Your Trusted Financial Advisors
At Sum It Up Financial Group LLC, we are not just tax preparers; we are your dedicated financial advisors committed to maximizing your financial well-being. Our suite of specialized services focuses on personalized financial guidance, ensuring both individuals and businesses navigate the complex world of taxes with confidence.
Tax Preparation for Personal
Let our tax experts handle your personal tax preparation needs. We’ll guide you through the process, ensuring accurate filing and maximizing your deductions and credits. Whether you’re a wage earner, investor, or self-employed individual, we’ll help you navigate the tax code with confidence.
Tax Preparation for Businesses
Our comprehensive business tax preparation services cater to small businesses, partnerships, corporations, and LLCs. From preparing your business tax returns to strategic tax planning, we’ll ensure compliance with IRS regulations and help you optimize your tax position for maximum savings.
Notary Services
Our certified notary public services ensure the proper authentication of your important documents. Whether you need witness signatures, document attestation, or notarization for legal transactions, our experienced team provides efficient and reliable service to meet your needs.
Tax Planning and Consulting
Take control of your financial future with our personalized tax planning and consulting services. Our tax professionals will assess your unique situation, identify tax-saving opportunities, and develop a customized strategy to minimize your tax liabilities and achieve your financial goals.
Bookkeeping Services
Keep your financial records accurate and organized with our professional bookkeeping services. We’ll handle tasks such as recording transactions, reconciling accounts, and generating financial reports, allowing you to focus on growing your business while maintaining financial transparency and compliance.