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Tax and Business Advisory 

Zaccardelli Financial Services is a full service tax and advisory firm for individuals, families, and businesses, providing tax preparation, business tax compliance, bookkeeping, payroll tax reporting, and expert advice.

 

Our Services

Get the Advice You Need Today. Improve Your Tomorrow.

Individual Tax Services

We help individuals and families with their tax preparation and tax planning needs. Our knowledgeable team ask questions to learn about your situation and attain an optimal outcome and provide you with peace of mind.

Business Tax Services

We deliver best in class business tax preparation and tax planning services by leveraging innovative technology and experienced professionals to lead small to mid-size businesses through an ever-changing tax environment.

Other Tax Services

We provide tax preparation and reporting for non-profits; trusts, estates, and gift tax compliance; crypto currency reporting; assistance with IRS notices and audits; and sophisticated international tax matters.

Bookkeeping
Services

QuickBooks and Xero specialists - We will take away the worry from those monthly or annual tasks with our bookkeeping services.

Payroll Tax Reporting

We can process payroll for your entire company, even if it’s only you. Our payroll tax service keeps your company compliant with IRS and state withholding forms, payroll taxes, wage garnishments and more.

Advisory 
Services

We advise businesses of all sizes and at all stages of development. Advisory Services include: business entity choice; formation of new entities; business planning; exit and transition strategies; mergers and acquisitions; and business and digital services.

Testimonials

"Zaccardelli Financial was a huge help. They helped me structure and set up my business from start to finish and made sure everything was done right. Great group of people and very professional. I would highly recommend them to anyone starting a business or trying to grow an existing one."

Construction Business Owner

Ready to find out more?

Zaccardelli is a solutions focused tax and advisory firm that helps you take care of your family and your business. For insight into your unique situation, and how we can help you optimize your taxes and grow your business, contact us today.