Tax & Financial Services Employee Directory

AccountingUnited States11-50 Employees

These are some of the services that we offer: 


Bookkeeping Services

• Reconciliation of bank account & credit card statement.
• General ledger showing the transactions included in each financial statement balance.
• Profit & Loss Statement tracking every Income & Expense of your business.
• Balance Sheet statement tracking every Asset, Receivable and payable of your business.
• Consultation to help you understand your financial information.

Tax Services

• Unemployment Tax Report (Quarterly)
• Business Tax Preparation (1120, 1120S, 1065 & Schedule C)
• Sales Tax Report (Monthly / Quarterly)
• Federal Payroll Tax Report (Bi-weekly, Monthly, Quarterly)
• Federal Unemployment Tax Report
• State/Individual Tax Preparation

Payroll Services

• Payroll Processing
• Payroll Tax Deposit and Filing
• Online Reports and Pay Statements
• General Ledger Interface
• Direct Deposit, Payroll Card and Check Reconciliation
• Time & Attendance
• Workers' Compensation Premium Management
• Wage Garnishment Processing
• Unemployment Compensation Management
• Job Tax Credit Services

Budget Set up & Tracking

Budget is a very essential tool for every business. It provides the business with the ability to forecast its future and financial growth. We will work with you to establish a budget tailored specifically for your business and help you track your business financial performance with your budget.

QuickBooks Set up & Training

QuickBooks is the leading Financial & accounting software for small & medium size businesses. As a QuickBooks Professional Advisors, we will work with you to help you set up QuickBooks at your place of business, and to train you and your employees on how to utilize QuickBooks to its fullest capacity.

Training is available on a group or individual basis.

Find Tax & Financial Services employees' phone numbers or email addresses

Tax & Financial Services Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Europe
1

Minus sign iconPlus sign icon
  • Albania
    1

Tax & Financial Services's Leadership

  • Stylized image of a person
    L. R.
    Owner
    Phone icon
  • Stylized image of a person
    J. O.
    Owner
    Phone icon
  • Stylized image of a person
    C. M. S.
    Owner
    Phone icon
  • Stylized image of a person
    Q. H.
    Partner
    Phone icon
  • Stylized image of a person
    A. U.
    Tax Preparer And Marketing Lead
    Phone icon
  • Stylized image of a person
    D. F.
    Income Tax Preparer
    Phone icon
  • Stylized image of a person
    L. B.
    Tax And Financial Advisor
    Phone icon
  • Stylized image of a person
    D. E.
    Tax Preparer, Registered Nurse, Clackamas Co Ares, Estacada Cert
    Phone icon

Contact profiles from Tax & Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. R.
    Owner
    Phone icon
    United StatesWisconsin
    Nov 17, 2025
  • Stylized image of a person
    J. O.
    Owner
    Phone icon
    United StatesMassachusetts
    Oct 27, 2025
  • Stylized image of a person
    C. M. S.
    Owner
    Phone icon
    United StatesConnecticut
    Mar 24, 2025
  • Stylized image of a person
    Q. H.
    Partner
    Phone icon
    United StatesGeorgia
    Oct 22, 2024
  • Stylized image of a person
    A. U.
    Tax Preparer And Marketing Lead
    Phone icon
    United StatesMichigan
    Oct 22, 2024
  • Stylized image of a person
    D. F.
    Income Tax Preparer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    L. B.
    Tax And Financial Advisor
    Phone icon
    UNITED STATES
    Jun 03, 2025
  • Stylized image of a person
    D. E.
    Tax Preparer, Registered Nurse, Clackamas Co Ares, Estacada Cert
    Phone icon
    United StatesOregon
    Aug 08, 2025

Frequently Asked Questions

What is Tax & Financial Services known for?

Minus sign iconPlus sign icon
Tax & Financial Services was founded in 2007 operates in the Accounting industry. The company's main headquarters is located in 3900 Newpark Mall, Suite 328 Newark, CA 94560, US; you can contact the main corporate office by phone at . Explore Tax & Financial Services's company overview page for more information.

What is Tax & Financial Services's most common email format?

Minus sign iconPlus sign icon
Tax & Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tax & Financial Services email formats with LeadIQ.

How many employees does Tax & Financial Services have currently?

Minus sign iconPlus sign icon
Tax & Financial Services has approximately 47 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Tax & Financial Services's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Tax & Financial Services's key employees include:

  • Owner: L. R.
  • Owner: J. O.
  • Owner: C. M. S.
  • Partner: Q. H.
  • Tax Preparer And Marketing Lead: A. U.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.