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  • info@everestfinancialsolutions.com

Everest Financial Solutions

You don’t have to be a financial expert, THAT’s our job.

No matter what your first step is, we will help you take it.

Get Started Now

Why Choose Us?

At Everest Financial Solutions LLC, our mission is to make complying with the tax laws hassle- free. We are committed to providing the highest quality of service while treating our clients as we would like to be treated. We know your rights as a taxpayer and respect that everything discussed is 100% confidential.

Registered & Bonded

Everest Financial Solutions, LLC was established in the state of Mississippi. We have a bond with the state of Texas. We are able to provide financial solution services to all 50 states.

Certification

We can help you take the stress and anxiety out of your tax situation. Our certifications are IRS AFSP, IRS Due Digilence Training, Authorized IRS s-file Provider, Tax Bank Products Compliance Training, Texas Notary, and NACI (military) clearance.

Our Expertise

Whether you are an individuals, small business owner, or entrepreneur, we will take the burden out of filing taxes. We specialize in US Contractors working abroad, US Military, Expats Educators, Educators, and small business taxes both abroad and within the US.

Convenience

We have clients all over the globe. With our virtual office, you can upload your tax documents securely and easily. Use your phone to take pictures of your tax documents from the comfort of your home.

Security

We protect your data with the most advanced technology, processes and security infrastucture. We have active anti-virus and firewall protection. Your tax info will be uploaded into our secure client portal.

Customized Support

There is no one size fit all to finances. We will analyze your situation and offer customized tax solutions that best suits your needs. All new tax clients' previous tax return will be reviewed to determine how to improve your tax liability.

Choose Your Financial Journey

Tax Preparation

  • Guaranteed Maximum Refund
  • Amended Tax Returns
  • Late Filing
  • Federal Tax
  • State Tax
  • Prepare & File 1099s
  • Small Business Taxes
Learn More

Financial Planning

  • Tax Planning
  • End of the Year Tax Planning
  • Business Credit
  • Business Structure
  • Life Insurance
  • Entity Formation
  • Financial Literacy
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Bookkeeping

  • Ledger Clean-up
  • Secure File Storage & Transfers
  • Monthly Reconciliation
  • Payroll Reconciliation
  • Monthly or Weekly Financial Reports
  • Account Payable/Receivable
  • Inventory Tracking
Learn More

What Our Clients Have To Say

One of the pillars of our business philosophy is earning exceptional client satisfaction. We will build our business one client at a time, respecting their individual needs and unique situations and using that insight to build long-term relationships.

What can I say, they over deliveried. I just felt overwhelmed. There is definitely light at the end of the rainbow, and that pot of gold is EFS. Testimonial 2

Cadance T. Tax Client

I have learned a lot and I am so encouraged and motivated to move forward which led me to start working for my family's future. Testimonial 1

Geraldine C. Financial Planning Client

I had the best experience working with EFS. The virtual tax process was simple, and I will be a returning client for 2021 tax year. Testimonial 2

Jaun P. Tax Client

Are you leaving too much money on the table?

Learn how we can lower your tax liability by learning how we can partner together or by requesting a free quote.
Schedule your free session day!