About

Wealthidian is a financial management firm specializing in business and personal finance solutions. Our business, tax, and personal finance services offer a realistic approach to smart and rewarding money management.

Our firm is dedicated to offering the absolute best quality solutions for your unique financial needs. Our reputation is a reflection of the high standards we demand of ourselves. Every client is treated with the personal attention they deserve. You can expect our firm to be competent, accurate, and responsive.

We offer the expert advice and knowledge specifically designed for your unique financial situation and overall goals with zero conflict of interest. Our exceptionally high standards make us industry leaders with a record of outstanding performance.

Our Services

Business Solutions

We offer expert services in bookkeeping and accounting, financial management and internal operations consulting, and strategic business planning. Wealthidian provides effective solutions for our small business owners so that you can focus on running and growing your business. We work with a variety of industry verticals including retail, education, healthcare, technology, and real estate companies.

Tax Consulting

Wealthidian tax professionals are authorized IRS Enrolled Agents who are federally licensed tax practitioners with unlimited rights to represent taxpayers before the IRS. We provide personal and business solutions in tax preparation, tax planning, and tax problems with the Internal Revenue Service including prior year tax review and back debt tax relief.

Personal Finance

Wealthidian works with you to develop a personalized financial plan that combines your personal lifestyle with your unique goals. We provide comprehensive solutions to reduce debt, improve credit, secure proper asset protections for your family, and strategic planning to get you through retirement.