Esteemed Financial

Esteemed Financial Services delivers an array of essential services, including tax advisory and preparation, credit repair solutions, entity structuring, and professional notary services. The organization focuses on guiding individuals and businesses toward fiscal success, enhancing financial knowledge, and overhauling traditional economic practices. Since its establishment in 2021, it has supported over 2,000 clients in achieving their financial objectives.

Based in San Antonio, Texas, Esteemed Financial serves clients in all 50 states. The company is dedicated to equipping clients with crucial knowledge and tools, enabling them to make sound financial decisions, move away from outdated financial practices, and cultivate long-term economic stability. Through its team of experts, the firm offers personalized support for personal finance and business development.

Services Provided

The team at Esteemed Financial is comprised of experienced professionals providing comprehensive financial advisory services:

Tax Advisory/Preparation: Esteemed Financial aids in demystifying the tax season for clients by ensuring accurate and efficient tax filings with the IRS. Their services are designed to strategize for reduced tax liabilities and include tax preparation for diverse business structures like sole proprietorships, partnerships, and various corporations.

Additionally, the team assists in planning and calculating estimated quarterly tax payments to avoid penalties and guarantee continuous tax compliance. They manage multistate tax payments and compliance and support documenting deductible expenses. The professionals also aid clients in identifying and claiming pertinent tax credits such as R&D, WOTC, and energy-efficiency credits while keeping up with changes in tax legislation.

LLC Formation: The firm specializes in simplifying LLC formation and handling all paperwork and filing requirements. The team aids in selecting a unique business name, choosing a reliable registered agent, and filing the articles of incorporation. Comprehensive support is provided, including filing for an Employer Identification Number (EIN) and drafting an operating agreement.

Estate Planning: Esteemed Financial's estate planning services ensure that clients' desires regarding asset distribution and dependent care are honored. The firm designs customized estate plans that include wills, various trusts, powers of attorney, and healthcare directives aimed at protecting assets and minimizing legal complexities.

Financial Education: Clients gain access to financial education covering essential topics like budgeting, investing, and retirement planning. The firm provides insights into adequate credit and debt management, emphasizing the significance of maintaining a solid credit score.

Credit Restoration: Esteemed Financial offers credit repair services focused on correcting inaccuracies in credit reports, thereby enhancing credit scores and opening new financial opportunities for individuals and businesses.

Notary Services: The firm provides notarization services to ensure the legal recognition of documents, including contracts and personal records, facilitating hassle-free and reliable document certification.

The Company's Core Values

At Esteemed Financial, core values such as valuing reputation, prioritizing customers, embracing an entrepreneurial spirit, maintaining consistent client engagement, and a commitment to hard work are central. These principles drive the firm's dedication to excellence, ensuring complete client satisfaction across their tax, credit, estate planning, and financial advisory services.

Clients trust Esteemed Financial for its unmatched expertise, support, and bespoke solutions, which are designed to advance businesses with agility and precision, ensuring effective progression towards their goals.