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Exceeding your Expectations

Frequently Asked Questions

Get Your Questions Answered.

No two clients are alike. These are the most commonly asked questions.

If you are a small business owner or entrepreneur, Financial Elevation LLC can help you focus on your talent without worrying about taxes and financial matters. Having a skilled accountant on board, you will save time and money.

If you’re an individual who needs help with your taxes, you should ask yourself a couple of questions to help you decide whether or not to use Financial Elevation LLC.

  • Am I confident enough in my own ability to complete my return without making potentially costly errors?
  • Do I have adequate knowledge about tax policy to file my tax returns on my own?
  • Do I want to spend valuable time dealing with my taxes?

If you answered “no,” you may consider using us to help you complete your taxes in a stress free and timely fashion.

What sets Financial Elevation LLC apart from most Accounting and Tax firms are all services can be 100% virtual. Meaning that you do not have to live in the Metro Atlanta area to recieve services. We conduct all meetings through Zoom or other video conferencing methods along with limited phone options as well. Starting 2019, We will provide all clients with a secure dropbox to provide us a fast and safe way to quickly view documents. There is no additional charge for our virtual clients. 100% of our client base are virtual.

Dont panic, mistakes sometimes happen. Whether we filed your taxes or another firm, we will gladly help you correct it. Book a free tax consultation.

What sizes businesses do you service, Is my business to small?

We provide services to clients of all sizes:
From initial start-up companies with one owner/employee to companies with over $30 million in gross revenue and thousands of employees.

From retirees to corporate executives

From small non-profits to private foundations with endowments of over $10 million.

Financial Elevation LLC accepts the following payment forms:

  • Major debit/credit cards
  • Bank transfers
  • Certified check or Money Order

Our most important goal is to protect clients. We take pride in our security and handling of client’s private and sensitive information. We have SSL certificates and firewalls to ensure safety. Our staff is trained to properly handle all private information responsibly. Financial Elevation LLC does not sell your information to marketers.

Our services are based on the intricacy of the work being performed and the experience level of the staff performing the work. Our hourly rates are competitive in the public accounting field. Rate may vary depending on the nature of work.

Yes. Financial Elevation LLC provides support for the QuickBooks® software package. We have QuickBooks® Certified ProAdvisors®on staff, we can provide troubleshooting as well as training sessions to help you use QuickBooks® more efficiently and maximize all the benefits its provides. We are also able to provide software packages to our clients as low as $4 a month!

During peak season (January-April):
Monday,Wednesday and Thursday -11am-7pm
Tuesday and Friday -12:00pm -6pm
Saturday- 11:00am-4:00pm

During non peak season ( May-December):
Tuesday- 1:00pm- 6:00pm
Wednesday- CLOSED
Thursday- 2pm-7pm
Friday- CLOSED
Saturday and Sunday- Wealth management and Elite Business clients.

Special after hour arrangements can be made at an additional fee. We honor our military personal and officials by offer extended hours at no additional cost.

  • Copies of your federal and state tax returns for the past year – both business and individual
  • Current backup of your QuickBooks or other accounting software file- business clients