Save on Taxes Before You File.
Strategic tax planning and year-round guidance to help you keep more of what you earn.
Start Your Plan
Start Your Plan
Why Choose Us?
At Everest Financial Solutions, LLC, our mission is to make tax compliance clear and hassle-free. We provide expert guidance and personalized strategies so you can meet every IRS requirement with confidence. Our team is committed to the highest standards of service—treating each client the way we would want to be treated—while safeguarding your privacy. We know your rights as a taxpayer and ensure that every conversation and document remains 100 % confidential.
Proactive Tax Planning
We go beyond yearly tax prep to help you keep more of what you earn. Our services are expanding to include proactive, year-round tax planning—so you can make smart moves before filing season and minimize your tax bill.Certification
We can help you take the stress and anxiety out of your tax situation. Our certifications include IRS AFSP, IRS Due Diligence Training, Authorized IRS e-file Provider, Tax Bank Products Compliance Training, Texas Notary, and NACI (military) clearance.Our Expertise
Whether you are an individual, 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 reduce and manage your tax liability.Choose Your Financial Journey
Tax Preparation
- Guaranteed Maximum Refund
- Amended Tax Returns
- Late Filing Support
- Federal Tax
- State Tax
- Prepare & File 1099s
- Small Business Taxes
Business Setup & Structure
- Business Setup & Structure
- End of the Year Tax Planning
- Business Credit
- Business Structure
- Life Insurance
- Entity Formation
- Financial Literacy
Bookkeeping
- Ledger Clean-up
- Secure File Storage & Transfers
- Monthly Reconciliation
- Payroll Reconciliation
- Monthly or Weekly Financial Reports
- Account Payable/Receivable
- Inventory Tracking
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.
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.
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.
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!
Schedule your free session day!