Esteemed Financial

Esteemed Financial Services, headquartered in San Antonio, Texas, is a beacon of financial guidance, offering a broad spectrum of services, including tax advisory and preparation, credit repair, entity structuring, and professional notary services. Since its inception in 2021, it has been dedicated to educating individuals and businesses, helping them to navigate the complexities of the financial world and achieve lasting success. With a reach extending across all 50 states, the firm has supported over 2,000 clients, empowering them with the knowledge and tools needed to break free from obsolete financial practices and secure long-term financial stability.

The team at Esteemed Financial specializes in a variety of financial advisory services aimed at simplifying the fiscal responsibilities of its clients. This includes the meticulous preparation of tax returns for various business entities and individuals, ensuring compliance and efficiency in dealings with the IRS. The professionals here focus on minimizing tax liabilities through strategic planning, including the calculation of estimated quarterly tax payments to prevent underpayment penalties. The firm also assists with multi-state tax compliance and the documentation of deductible expenses, providing ongoing monitoring to keep abreast of tax law changes.

Esteemed Financial excels in facilitating the formation of limited liability companies (LLCs), streamlining the process to spare clients from the often tedious bureaucracy involved. This includes selecting a unique business name, appointing a reliable registered agent, and filing the necessary articles of incorporation. It also covers the completion of IRS paperwork to obtain an Employer Identification Number (EIN) and the drafting of operating agreements.

Estate planning is another critical service provided by the firm. It is designed to ensure that clients' wishes regarding asset distribution and the care of dependents are honored. The team crafts personalized plans that may include wills, trusts, powers of attorney, and healthcare directives, among other components. These plans not only aim to minimize taxes and legal fees but also reduce potential disputes among heirs, ensuring a smooth transition of assets.