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FAQs | The Peli Firm, LLC

FAQs

Frequently Asked

Questions

We offer a range of business and financial services including bookkeeping, financial planning, tax preparation, business consulting, and more.

Our services are tailored for small to medium-sized businesses, freelancers, entrepreneurs, and individuals looking for personal financial management.

We provide a free initial consultation to assess your business needs and recommend services that align with your financial goals and requirements.

We work with businesses across various industries including retail, healthcare, real estate, and professional services, among others.

Yes, we offer both in-person and remote services to accommodate clients nationwide.

Our fees vary depending on the services required. We offer customized pricing plans based on the scope of work. Contact us for a personalized quote.

We take data security very seriously and use industry-standard encryption and security measures to protect your information.

Yes, we provide tax planning and preparation services for both individuals and businesses.

We offer monthly, quarterly, and annual financial reporting, depending on your business needs. Custom reporting schedules can also be arranged.

Yes, we assist with business formation, including entity selection (LLC, S-Corp, etc.), registration, and filing required documents.

You can schedule a consultation by calling us at 718-878-3959.

Yes, we provide support for tax resolution services including dealing with audits, payment plans, and other IRS-related issues.

We offer both one-time services and ongoing financial management to help businesses and individuals with long-term financial stability.

Our team consists of certified accountants, financial planners, and business consultants with years of experience in the industry.

We accept various payment methods including credit cards, bank transfers, and digital payment platforms like Zelle.

Yes, we can assist you in transitioning your financial records and accounts from your previous accountant seamlessly.

We pride ourselves on personalized service, attention to detail, and a deep commitment to helping our clients succeed financially.

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