About

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

Our firm is dedicated to honesty, integrity and the best possible service. Each client, no matter your net worth,  is treated with the personal attention they deserve. We fully recognize that every client has a unique set of financial goals and objectives. Instead of offering cookie cutter solutions, we take the time to assess each client’s specific needs.

At Wealthidian, we are a fee-only firm looking out for our clients’ best interest keeping your goals in mind. We offer the expert advice and knowledge specifically designed for your unique financial situation and overall goals with zero conflict of interest. We do NOT sell products nor do we ever receive commissions.

Our Services

Business Solutions

We offer expert services in bookkeeping and accounting, management and operations consulting, and strategic cash flow management. Wealthidian provides creative and effective solutions for our small to medium-sized businesses across a variety of industry verticals including retail, education, healthcare, technology, and real estate.

Tax Consulting

Wealthidian tax professionals are certified IRS Enrolled Agents who are federally licensed tax practitioners with unlimited rights to represent taxpayers before the IRS. We provides personal and business solutions in tax return preparation, tax planning, and any issues with the IRS 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 on debt reduction, credit building, wealth building and asset protection for your family.