Welcome to
Thorough Financial Services
Where your aspirations as a parent and an entrepreneur are not just understood, they’re celebrated. Have you ever felt the weight of balancing quarterly tax planning with your child’s soccer practice, or wondered how to maximize your business deductions without missing out on family dinners? You’re not alone, and you’ve come to the right place.
You see, behind many great businesses is not just a committed entrepreneur, but often a devoted parent as well.
The dual role, daunting as it may seem, brings unparalleled emotional fulfillment and financial opportunity.
The key to juggling these responsibilities successfully lies in the nuances of specialized accounting and astute tax planning.
Areas we excel in.
Why Choose Us?
Expertise
Backed by years of industry experience, our certified professionals stay ahead of tax code changes and emerging financial trends, offering you the most current and beneficial strategies.
Personalization
Our services are customized to the unique needs of Parent Entrepreneurs, because we know every family and business is different.
Trust
Client testimonials reflect our dedication to integrity and transparency. Your trust is the cornerstone of our business.
OUR SERVICES
Personal Finance & Tax Services
- Strategic planning for your personal finances & active support you need to make your goals a reality.
- Ongoing review of your tax situation so you’ll know you’re paying the least taxes required & can invest your income in other ways.
- Review of your tax withholding to make sure you’re aligned with your other goals and protecting against any bad surprises.
- Preparation of your local, state & federal tax returns with IRS, State & Local tax correspondence monitoring.
Business Finance & Tax Services
- Create frictionless symmetry between what you want from your business & personal finances.
- We’ll create a tangible benchmark to ensure your personal goals keep up with your business goals.
- Strategic ongoing review of your business financial data so you can understand how your business is financially healthy.
- Constant monitoring of your key data to ensure effective tax planning and completion & filing of your local, state & federal tax returns.
Business Start-up services
- We’ll help you create a documented Business Success Plan for your business to identify unique elements of success.
- We’ll help you choose and implement all the accounting systems you’ll need to understand how your business is running and know when to make adjustments.
- We’ll help you decide which entity structure will provide you with the most protection and maximize profits.
- Entity Compliance monitoring to provide peace of mind knowing your business entity is compliant with local and state agencies and is not incurring unnecessary fees.
HOW TO GET STARTED
READ OUR RECENT BLOG POSTS
Our Testimonials
“I don’t like doing taxes. It stresses me out. Joel makes it easy. He’s great at his job and he’s so organized. He understands how my organization works, and he’s very prompt in getting back to me.”
Morgan McEwen
CEO, MorDance Inc
“I am really glad that I chose to rely on Joel’s expertise. He worked very hard to find every deduction possible and reviewed my documents multiple times. Moreover, he even helped me resolve an issue that I had with a previous tax year. What I enjoyed the most about the process is that whenever I had a question Joel always explained the answer in detail which made me feel very comfortable.”
Dorothy Williams
Homeward NYC
“Joel & Team provide accurate, knowledgeable, speedy service. What a relief it is to have them around keeping me up to speed reactively and proactively with so many taxation matters that either I would not remember or would take me an eternity to figure out. Highly recommended.”
Ricardo Brunstein
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Your Next Step: Request a Free Discovery Meeting
Unlock Your True Potential With Thorough Financial Services
- Ready for change? Request a Free Discovery Meeting and let’s get started on writing your success story.
- We’ll go over your specific needs, both as a business owner and a parent, to find the perfect balance for you.
