Wellness Fi: Modern Bookkeeping and Tax Advisory for the Wellness Community
Wellness Fi focuses on providing bookkeeping and tax advisory services tailored to wellness professionals, including therapists, counselors, and coaches. The firm offers solutions designed to streamline the financial management of private practices, emphasizing tax optimization and helping clients maximize their take-home earnings. They aim to provide clarity and confidence in financial matters, allowing wellness practitioners to focus on their clients and practices.
This firm delivers customized monthly packages geared towards automating back-office tasks and minimizing tax liabilities. Wellness Fi’s services include bookkeeping, tax advisory, and tax preparation, with the goal of saving clients more than the service costs. They offer expertise in industry-specific software and provide guidance on state laws and compliance for small business owners in the wellness field.
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