Mountain Financial Services

Mountain Financial Services has been guiding individuals and businesses in Greenwich, CT and the surrounding areas towards financial clarity and security since 1990. Founded by Marjorie Mountain, we are a team of experienced and dedicated professionals committed to personalized attention and lasting relationships. Our passion is to empower our clients to achieve financial stability and pursue their goals through comprehensive financial planning and effective management of their financial lives.

1. Bookkeeping & Accounting

• Expert management of financial records, ensuring accuracy and efficiency in financial tracking.
• Tailored solutions to streamline bookkeeping processes and streamline your financial operations.
• Regular reporting designed to provide clear insights into your financial health.

2. Payroll Services

• Streamline payroll processing and compliance management with our efficient payroll services.
• Automated calculations and filings to guarantee accuracy and efficiency.
• Seamless integration with your accounting system for effortless payroll management.

3. Daily Money Management

• Develop customized financial plans to organize your finances and achieve your financial goals.
• Assist with budgeting, expense tracking, and financial planning for greater financial control.
• Receive regular financial analysis and guidance to make informed financial decisions.

4. Tax Preparation

• Comprehensive tax planning and preparation to maximize your refunds and minimize liabilities.
• Expertise in navigating complex tax laws and regulations.
• Personalized tax strategies tailored to your individual situation.

5. Accounting Advisory

• Receive valuable insights and guidance to optimize your financial operations.
• Benefit from our comprehensive financial analysis and recommendations.
• Proactive accounting advice to ensure your financial success.

Why Choose Mountain Financial Services?

With over 23 years of expertise, Mountain Financial Services offers:

• Experience and Expertise: Decades of experience in guiding clients towards financial success.
• Personalized Attention: Comprehensive, customized solutions tailored to your unique needs.
• Prompt Response: Quick response to your inquiries and concerns.
• Attention to Detail: Absolute commitment to accuracy and efficiency in all financial processes.
• Client Satisfaction: Dedicated to exceeding your expectations and fostering lasting client relationships.