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Our Financial Services

Comprehensive financial solutions tailored to your specific needs and goals.

Tax Solutions

Comprehensive tax preparation, planning, and resolution services for individuals and businesses.

Individual & Business Tax Preparation

Tax Planning & Strategy

IRS Problem Resolution

Tax Audit Representation

Tax documents and a calculator, representing tax solutions.

Business Formation

Expert guidance on establishing your business entity, from LLCs to corporations.

LLC Formation

S-Corporation Setup

C-Corporation Setup

Partnership Establishment

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Bookkeeping

Accurate and timely financial record-keeping to keep your business on track.

Monthly Financial Statements

Accounts Payable & Receivable

Bank Reconciliation

Payroll Processing

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Financial Consultations

Personalized financial advice and strategic planning for your business and personal goals.

Business Growth Strategy

Financial Planning (Personal & Business)

Retirement Planning

Cash Flow Management

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🚀 Exclusive Mentorship Program

Stanton Financial Advantage

Transform your financial future with personalized mentorship from industry experts. Choose the program that fits your goals and accelerate your path to financial freedom.

Foundation Accelerator
$1,500One-time investment

Perfect for individuals starting their financial journey

  • Personal financial assessment
  • Custom budget creation
  • Debt elimination strategy
  • Emergency fund planning
  • Basic investment guidance
  • Monthly check-ins (3 months)
  • Email support
MOST POPULAR
Growth Architect
$1,200One-time investment

Ideal for growing businesses and ambitious professionals

  • Everything in Foundation
  • Advanced investment strategies
  • Tax optimization planning
  • Business financial structure
  • Retirement planning
  • Quarterly strategy sessions (1 year)
  • Priority phone support
  • Access to exclusive webinars
Wealth Council
$2,500One-time investment

For high-net-worth individuals seeking comprehensive wealth management

  • Everything in Growth Architect
  • Estate planning guidance
  • Advanced tax strategies
  • Investment portfolio review
  • Business succession planning
  • Monthly 1-on-1 sessions (1 year)
  • 24/7 priority support
  • Exclusive networking events
  • Family financial education

Ready to Take Control of Your Financial Future?

Schedule a free consultation to discuss which mentorship program is right for you. Our experts are here to help you make the best decision for your financial goals.

Ready to Get Started?

Schedule a consultation with our expert team today and discover how we can help you achieve your financial goals.

Have Questions?

Our team is here to help. Contact us today to learn more about our services and how we can assist you.

Personalized service tailored to your needs

Transparent pricing with no hidden fees

Experienced professionals you can trust