All Services are Tailored to Fit the Needs of Your Growing Business

As entrepreneurs, we understand that the road to financial success is paved with persistence, patience, and most importantly understanding your finances. We also understand bookkeeping, financial analysis and taxes can be tricky, especially if you’re not an accounting expert. That’s where EFG steps in, to be your accounting and finance expert so you can focus on running the business you love. The comprehensive suite of services offered is designed to help you take control of your business finances and taxes with a holistic viewpoint. This means we aren’t just your bookkeeper or tax preparer you see only once a year; we’ll be your trusted partner advising as little or as much as you’d like on your business journey to financial freedom.

Virtual Bookkeeping

Clarity in Your Books. Confidence in Your Business.

Stay organized and confident in your numbers with done-for-you virtual bookkeeping in QuickBooks Online. Send us the bank statements in return you’ll get clean ready to use financial reports that help you make smarter business decisions and tax time a breeze. Offered monthly or quarterly for busy small business owners.

Accounting Rescue

Behind on Your Books? We’ll Catch You Up!

Whether you’re months (or years) behind, made a mess in QuickBooks, or just feel overwhelmed by disorganized finances, we’ve got you. We clean up your financial reports, fix errors, and set you up with clear and usable reports, so you can move forward with peace of mind.

Fractional CFO

Strategic Financial Leadership Without the Full-Time Salary

You’ve built something great and your books are clean, now it’s time to scale strategically. As your Fractional CFO, we help you manage growth, protect profit, plan cash flow, be ready for tax season and make smarter money moves based on accurate data and analysis from your financial statements.

Tax Return Preparation

Done-For-You Tax Filing – Handled with Precision and Care

Forget the stress of DIY-ing taxes. We prepare and file your business and personal tax returns accurately and on time, ensuring you stay compliant and avoid surprises. Through organizing your documents and clear communication we strive to legally minimize your tax liability every year. Tax preparation is available to businesses and individuals in all 50 states!

Tax Planning

Pay Less in Taxes- Legally and Strategically

Why wait until tax time to find out what you owe? With year-round tax planning and projections, we help you keep more of what you earn. Together, we’ll identify deductions, credits, and smart strategies to minimize your tax liability and support your long-term financial goals. You’ll always know where you stand, no surprises, just clarity and control.

Tax Resolution

We Fix Tax Problems- So You Can Find Relief and Peace of Mind

If you’re facing IRS notices, back taxes, or unresolved tax issues, we’re here to help. As an EA, Olivia communicates directly with the IRS on your behalf, negotiates payment options, and creates a clear plan to bring you back into compliance. No judgment, just dedication to helping you regain control, resolve what’s past due, and create space to rebuild.

Browse the links below to discover our pricing, make IRS tax payments or check your refund status. 

EFG Pricing Guide
IRS Direct Pay
IRS WHERE'S MY REFUND

Testimonials

“I worked with Olivia when I reached out looking for help trying to file my taxes for 2020. As  a new entrepreneur, it was overwhelming and confusing trying to navigate what to claim and ensure it was done properly. Olivia generously offered to help me with this and went through everything with me and provided friendly, clear and helpful 1 on 1 coaching. She took the overwhelm of doing taxes away and I am so grateful to her for that! I definitely recommend her services to anyone needing help in this area :)”

-Talia K.

“I have really appreciated getting to work with Olivia. She is the first accountant I have worked with who I feel really gave me great information, was prompt when I had questions, and helped my husband and I to get organized with both our personal and business finances. It was also the first year that I was able to get a return on my taxes, and I believe that is because of how closely she worked with us in making sure we had everything tracked and deducted properly. I love the spreadsheets she provided. I highly recommend Olivia to anyone looking for someone to help them with their finances and taxes especially in the business world.”

– Natalie L.

“Olivia was a tremendous help with my taxes for the 2020/2021 season. I tried out my first marketing company in January 2020 and the refund I received this year was absolutely phenomenal! I recently found out about crypto and I put that refund to use by investing heavily. I’m so glad I was able to connect with Olivia this year. I will definitely be using her in the future!”

– Cage D.

“Olivia was such a huge help with our tax prep this year! Not only did she get everything done quickly and efficiently but she was a wealth of information when it came to properly educating us and walking us through the trickiness of our taxes this year. We are so grateful we put our trust in her for this season, not just for our personal but also our business taxes, and we plan to do so again next year!”

– Sydney E.

“I can’t thank Olivia enough for all the guidance and time dedicated to making sure my business books are set up correctly and getting me organized. It feels so good for my bookkeeping to be on the right track and ready for tax season!”

– Lora K.

“I have loved working with Olivia at The Entrepreneurs Financial Group! Since working with her I’ve felt more clarity in my tax plan, in the organization of my finances and I feel prepared for whatever is next! Olivia is responsive, and will do whatever it takes to make sure you understand what she’s conveying to you! She truly has a heart of a teacher! PSA not all bookkeepers/accountants are alike! Trust me I’ve gone through several agencies and Olivia is the only one who has felt like a team member of my enterprise and less like an entity floating in the distance! She truly cares about me and my business ”

– Kimberly G.

“Working with Olivia has been nothing short of fantastic. She is very knowledgeable and thorough. I had made what I believed was a mess with my taxes, only to find out she had a solution for me, and it wasn’t a hot mess of a solution (it was simple). She had a solution and provided me with a Tax Deduction Checklist (at no additional cost) that made my life easier. If you’re looking for someone like Olivia, don’t second guess yourself – JUST DO IT. You will not regret it. I will be her client for as long as she’ll have me.”

– Myrna R.

“After recent complications with a previous accounting agency, Olivia took over my account during a very stressful and time sensitive period. She was extremely professional, welcoming, supportive and helpful in every possible way. I would highly recommend her and encourage you to consider her. She’ll look after you and/or your company’s needs.”

– Jennifer S.

“Olivia is very knowledgeable and helped me so much with my taxes. She answered all questions I had and addressed all of my concerns. I really recommend using her and cannot wait to work with her again in the future!”

– Kariana J.

“My wife and I have been very impressed with Olivia Wallen doing our taxes this year. She has been very communicative and it has been very easy to upload the documents. Even though we live over 2000 miles away, we have had more responses and taxes done more timely than a local person we had used the past few years. I highly suggest you consider using Olivia for your tax needs.”

-Paul C.

“The decision to work with Olivia during tax time has been one of the easiest & best decisions I could have made for my business. She is always there to answer questions and find solutions. In one year alone she helped me save an extra $2,000 in taxes due to her hard work and commitment to make sure I was writing off all possible expenses and not being taxed twice on investment income.”

– Ayla T.

FAQ

What is an Enrolled Agent, and how is it different from a CPA?

 An Enrolled Agent (EA) is federally licensed by the IRS and specializes in taxation; EAs have unlimited rights to represent taxpayers before the IRS in all states. CPAs are state-licensed with broader accounting scopes that may include audit/assurance. IRS

Can you represent me if the IRS contacts me?

Yes. As an EA, I can speak to the IRS for you, handle audits, collections, and appeals with a signed Power of Attorney (Form 2848). IRS+1

Do you work with clients outside my state?

Yes. EA credentials are federal, so I can represent clients in any state to the IRS. We can prepare federal and state tax returns for clients in all 50 states as well.

Am I a good fit for EFG handling my accounting & tax needs?

If you are someone who is generally organized, timely with communication and completing tasks, and has a willingness to learn and implement advice given – you will be a good fit for EFG.

What type of clients and industries do you commonly work with?

We work with a variety of clients and small businesses, usually singly owned LLCs. A lot of our clients are online & remote businesses that do contract work, coaches and advisors, real estate agents, mental health therapists, and salon owners.

How do I securely share documents with you?

 We use a client portal called Tax Dome with encryption for safe upload, e-signing, and retrieval, much safer than email. And it’s an app you can download on your phone!

what's the typical timeline for tax preparation?

Turnaround depends on complexity and when we receive complete documents; e-filed returns generally process faster than paper.

If I file an extension, do I get more time to pay?

No, an extension gives more time to file, not to pay. Payments are still due by the April deadline to avoid penalties/interest. We are happy to file an extension for you if you are committed to working with us in the given tax year. We automatically file extensions for recurring clients who need more time.

Do I need to make quarterly estimated payments?

If you expect to owe at least $1,000 for the year (common for self-employed/1099 income), you’ll likely need to pay quarterly estimates (typically due in April, June, September, and January). We calculate these for you every year as a part of the previous year’s tax return preparation.

What tax resolution outcomes do you pursue?

Depending on eligibility: installment agreements, penalty relief, currently-not-collectible status, or an Offer in Compromise; we’ll confirm compliance steps first (all returns filed/current). (Outcome eligibility is case-specific per IRS rules.)

Let's Work Together

Ready to start your journey to financial freedom? Click the link below to schedule a free discovery call.

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