Accounting & Tax Solutions for Individuals and Businesses
Your Trusted Partner in Accounting & Tax Services
Fellowship Accounting & Tax, part of Fellowship Financial Group, specializes in providing a full range of tax and accounting services tailored to individuals and small businesses. Our mission is to empower you with expert guidance to confidently achieve your financial goals—whether you’re planning for retirement, reducing your tax liability, or growing a small business.
At Fellowship Financial Group, we have the knowledge and resources to assist at every stage of life, including the challenging years just before and during retirement. We help you make sure you do not overpay or miss out on opportunities to decrease your tax liability. With state-of-the-art financial software tools, you can rely on us to deliver the right solutions for your unique situation.
- Collaboration & Partnership
- Technology-Driven Efficiency
- Compliance & Risk Management
Comprehensive Services to Meet Your Needs
For Individuals
- Tax-efficient investment strategies
- Retirement tax planning (Roth conversions, RMD strategies)
- Social Security tax reduction guidance
- Personalized tax filing & compliance
For Small and Mid-Market Businesses
- Bookkeeping: income/expense tracking, reconciliations, financial statements
- Tax compliance & planning (avoid penalties, optimize deductions)
- Business planning: goal setting, budgeting, financial analysis
- Advanced software tools (Certified QuickBooks Pro Advisors)
- Quickbooks installation, training and conversion
- Consulting services
- Contract CFO services
- IRS representation services
Experience You Can Count On
- Decades of Expertise in tax planning, retirement strategies, and business growth
- Personalized, Detail-Oriented Service
- Advanced Technology & Software Tools for accuracy and efficiency
Let’s Get Started
Ready to simplify your taxes and maximize your savings? Schedule a free consultation or send us a message to learn how we can help.
Tax Accounting form
