Edwin D Morales
Enrolled Agent/Notary Public/Acceptance Agent
Enrolled Agent/Notary Public/Acceptance Agent
You can say Tax preparation is in his blood due to the fact that his whole family does taxes (parent/sibling/aunts/uncles/etc..) and growing up around the family firm. However now Edwin still loves to meet new business owners and taxpayers to discuss business, but now he has become more of a community leader. He loves to help support the community and offer a hand in getting their financial situation in order. When he isn't consulting with clients you will find Edwin on vacation enjoying his time with family or on a motorcycle down the highway. Did I mention he has a itch for setting off fireworks off the waters of fisherman's wharf.
We recently sat down with Edwin to discuss his business offerings and how they can help scale businesses. This is what he had to say:
How do your services positively impact someone's business?
Well every business needs to start with a vision, goal, and purpose. Most times we all need a little guidance to help us understand the path and eliminate any barriers to move the business forward. I'm a strong believer in lifestyle design so if we can work together to reach your goals it will be a pleasure.
What problems does your firm typically solve?
I have seen many clients who come with problems regarding audit notices, cash flow issues, financing troubles, the whole gambit however my approach is to help alleviate the stress by referring to you as a person and finances as the product of mishandling. The way we tackle this issue is by planning according to your wants and needs. Then we put a plan of action together to help keep your business thriving.
How would a business know if they are in needs of your services?
In general, a business owner would have reached out to me because either they are completely overwhelmed ever evolving complex world of taxation or they have been stressed out to the point where they lose sleep. Other signs that a business would need my services is if they are having cash flow issues and straining to pay tax debts. Or the business is profitable and would like to scale and legally avoid paying taxes.
What are the benefits of using your services?
I think there are a lot of benefits but I will name just a few: A business is accessing knowledgeable and experienced professionals that genuinely care about their clients.2 We provide an independent view from outside the business.3.We have specialized knowledge.4.We see a variety of business practices through our work with other clients which gives us insight into what drives both success and failure in business.
What should a business do if they need your services?
Contact us now, we are currently accepting new clients.