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EFF: SIMPLIFYING FINANCES SO YOU CAN FOCUS ON WHAT MATTERS

Welcome to EXPERT FINANCIAL FIRM, your trusted hub for comprehensive Tax Preparation and Planning, Bookkeeping, Financial Management, Business Management, and Notary Services. We aim to make tax return troubles a thing of the past! But we go beyond numbers; we offer career coaching to help you unlock your full potential, resume analysis to help you stand out, and interview preparation to land that dream job. Our dedicated team is here to guide you through the complexities of your professional journey, providing the knowledge and tools to excel. Committed to integrity, confidentiality, and exceptional customer service, our mission is to deliver tailored solutions and expert guidance that drive maximum results. Say goodbye to stress and hello to success with EXPERT FINANCIAL FIRM!

Get Started with Our Mobile App!

Streamline your tax preparation with ease! Download our mobile app for secure document sharing and real-time updates.

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What We Offer

Career Development

Our Professional Career Development service provides CV evaluations and interview training to enhance your skills and confidence. Let us help you navigate your career and achieve your goals. Get started!

Financial Management

Our Financial Management service features a Digital Financial Planner for tracking personal and small business finances. We also provide tailored Financial Coaching to meet the unique needs of individuals and small.

Business Management 

Our Business Management service provides guidelines for effective business models and support for Annual Franchise Tax Reporting and Beneficial Ownership Information (BOI) compliance.

Professional Bookkeeping

EFF offers expert bookkeeping for accurate records and reconciliations. Our team is experienced in Quickbooks and accounting methods created to simplify finances, enabling your business growth. Trust us for tailored solutions that ensure your success.

Tax Preparation & Filing

EFF specializes in accurately preparing 1040, Schedule C, 1065, 1120, and 1120S tax returns. We ensure compliance, maximize deductions, and offer reliable assistance as an IRS Annual Filing Season Program Registered Participant. Trust us for personalized service.

Notary & Signing Agent

EFF is your trusted partner for confidential notarization. We offer Mobile Notary and Signing Agent services, verifying identities and witnessing signatures. Trust us for accurate and professional notary solutions.

10+

Years of Experience 

200+

Satisfied Clients

8,000+

Successful Employee Based Interactions

100%

Trusted Tax Preparation

EXPERT FINANCIAL FIRM Digital Financial Planner on Google sheets

EFF Digital Financial Planner

Track Expenses, Set Goals, and Achieve Financial Freedom - All in One Place!

Our Financial Planner is optimized for use on Google Sheets, offering seamless integration and accessibility across devices.

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What Our Clients Say

Highly Recommended!

The services that Ashley provided were hands down, amazing. Her customer service was impeccable and her diligence in making sure everything was accurate was unmatched. I am so happy that she has finally decided to embark on providing these services and I look forward to working with her both personally and professionally.

Mackenzie D.

Thank you!

Dear Ashley, I just wanted to take a moment to thank you for your outstanding customer service this year. Your expertise and attention to detail has truly made my tax process smooth and stress-free. I appreciate all the hard work you put into ensuring accuracy and maximizing my refund. Thank you once again for your dedication and professionalism.

Kristen R.

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Get in Touch with Us!

Thank you for your interest in EXPERT FINANCIAL FIRM. Our team of experts are always available to help you with your Tax and Accounting, Career Development, and Financial and Business Consulting needs. Contact us today to schedule a consultation.

See our Privacy policy for details on how we handle your information.

LOCATION

77 Sugar Creek Center Blvd

Suite 600

Sugar Land, Texas 77478, USA

OFFICE HOURS

Monday: Friday 9am - 7pm

Saturday: 9am - 3pm

Sunday: By Appointment Only

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