It's like Tax Prep on Steriods...

 

TAXES + STRATEGY + EDUCATION = MORE MOOLAH IN YOUR POCKET! 

It's like Tax Prep on Steriods...

 

TAXES + STRATEGY + EDUCATION = MORE MOOLAH IN YOUR POCKET! 

It's high time we peel back the curtain and reveal business, money and tax strategies that can create serious wealth. We're talking about money moves you thought were reserved for big corps and billionaires. Well it's time to claim your seat at the table. Go ahead and pull up a chair.

I'm not your dad's accountant...

Freebird Financial is not like other firms. We strive to connect with each and every one of our clients in a meaningful way and help guide you through YOUR unique situations and how the tax code affects you and your business. We also saw a huge void in education around 'the business' of being a business owner. The phrase we hear most often is “no one told me I had to do that.” Well, we’re here to guide you through the scary, complicated shit, saving you time and $MONEY$. This isn't just about taxes (which is included). This is about utilizing your business to create the life of your dreams.

You're in good hands: IRS Enrolled Agent | Certified Tax Coach | Master of Accountancy

 
Join the C-Suite

The only business membership combining: 

Professional Services

Business & Personal Tax Returns |  Annual Tax & Financial Strategy Session

Financial Tools

Tax Strategies | Business Tools | Guest Experts | Deadline Reminders | Money Tips & More

Badass Community

Monthly Group Calls | Q&A | Quarterly Kick Off & Accountability Calls

Give me the Skinny

So you like it straight, no chaser. My kind of gal. Here's what you get:

  • VIP Onboarding (1-1) Financial Checkup & Goal Session to ensure you are set up for success
  • Business & Personal Tax Returns prepared by Team Freebird
  • Annual Tax & Financial Intensive (1-1) w/ Team Freebird
  • Deadline reminders (like those pesky quarterly estimated taxes & other compliance items that YOU MUST DO!!)
  • Monthly Group Calls w/ Q&A time
  • Resource Vault with tips, tools and tax strategies (we're talking videos, spreadsheets, guides, etc)

*The C-Suite is for California Residents Only*

C-Suite Application
Earning $300k+?
 
Create an Account

Here's How it Works

  1. CREATE AN ACCOUNT  - https://portal.freebirdfinancial.us/app/signup
  2. COMPLETE APPLICATION & UPLOAD YOUR DOCS 
    • Business & Personal Tax Return
    • Current Profit & Loss 
  3. BOOK A CALL - We'll chat about your goals, some strategies and the cost for our services. We are upfront and transparent so this is your opportunity to ask away. 
  4. LET'S GET TO WORK - First on the agenda is our Vision Board Questionnaire and VIP Onboarding (1-1) Financial Checkup & Goal Session. Light some candles, it's about to get deep. 
  5.  SUPPORT - C-Suite Members get monthly group calls w/Q&A time, deadline reminders, exclusive trainings, resource vault PLUS 1-1 access to our team via an annual financial/tax strategy session and business & personal tax prep.

Let's get this party started!

Join the C-Suite