At Powell United Financial Services, we specialize in full-scale accounting for small to medium sized businesses that operate as S-Corps (or aspire to) but also offer a wide range of individual services such as audit representation, advanced tax planning, estate planning and financial planning.

Tax Services: We are Enrolled Agents, authorized to practice and represent taxpayers and businesses before the IRS. Our team provides strategic tax planning, preparation, and resolution services, helping you minimize liabilities and maximize savings. Whether you’re an individual or a business, we ensure your tax strategy aligns with your financial goals.

Accounting Services: From bookkeeping to financial reporting, we offer accurate and efficient accounting solutions. As QuickBooks Online and Desktop Pro Advisors, we help streamline your financial operations, giving you more time to focus on growth.

Investment, Estate, Retirement & Financial Planning Services: We guide you in making Informed decisions that align with your business and/or personal financial objectives. We are licensed insurance agents that offer designed benefits for employees, estate planning vehicles and personal financial planning services

Business Services: Our consulting, marketing and CFO services provide the insights and expertise needed to maximize the growth potential for your business. We offer in-depth cash flow forecasting, scaling, asset protection, and detailed budgeting.

Partner with Powell United Financial Services to achieve financial clarity, confidence, and success.