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Company Overview

SK Financial is a boutique firm founded in 2001 in Worcester, Massachusetts. Our primary mission is to provide financial products and services that meet the needs of individuals, small businesses, corporations, and institutions. We now serve the greater New England area and beyond through our online service options. In designing our company's operations model, we spent a lot of time exploring outside of the box. Is there some way to blend technology and people, to meet financial needs across cultural groups and business sector lines? The answer is yes! This design and understanding have given us a unique competitive edge. We now comfortably operate at the intersection of Accounting, finance, business analytics, and technology. As a result, we are better positioned to understand common business problems and to provide actionable solutions for our clients.

Our Services

At SK Financial, we offer a range of services that cater to the diverse needs of our clients. Our services are designed to provide our clients with comprehensive solutions that meet their financial needs. We provide:

Tax Services

  • Personal Taxes: We prepare and file individual tax returns, ensuring that our clients take advantage of all the tax savings available to them.
  • Business Tax: We prepare and file business tax returns, helping our clients minimize their tax liability and maximize their savings.
  • Tax Problem Resolution: We help our clients resolve any tax-related issues they may be facing, whether it's an audit, a notice, or a tax debt.
  • Tax Planning: We provide expert tax planning services, helping our clients make informed decisions about their financial future.

Accounting & Financial Services

  • Accounting Support: We provide expert accounting support services, helping our clients with their financial management, financial reporting, and financial planning.
  • Financial Strategy: We help our clients develop a comprehensive financial strategy that aligns with their business goals and objectives.
  • Business Analytics & Intelligence: We provide data-driven insights that help our clients make informed business decisions.

New Business Setup

We help new businesses establish themselves by providing set up services that include:

  • Registering the business name
  • Obtaining necessary licenses and permits
  • Setting up accounting systems
  • Providing business planning and strategy development

Executive Advisory Services

We provide executive advisory services that include:

  • Financial planning and strategy
  • Business analytics and intelligence
  • Financial modeling and forecasting
  • Risk management and mitigation

Our Core Values

At SK Financial, we believe that our most important objective as a company is to meet consistently or exceed the needs and expectations of our clients. To accomplish this, we:

  • Put clients first and strive to deliver the best products and services in the industry.
  • Foster relationships based on integrity and trust, treating others with respect and dignity.
  • Seek to create long-term value for our stakeholders while using our talent wisely.
  • Stay committed to sustainability and use our knowledge and skills to create products and services that customers require and desire.

Testimonials

We've had the pleasure of working with many satisfied clients over the years. Here's what some of them have to say:

"SK Financial provided accounting services for our company. SK also filed our payroll taxes in a timely and professional manner. We are happy with the services provided." - Shep

"SK Financial has been preparing my federal and state taxes since 2001. I have always felt in good hands. SK is reliable and trustworthy." - Margaret

"I was audited by the IRS and wanted over thirteen thousand dollars. SK helped me to document and to represent my case. The case was eventually closed with no change. I was relieved to know that I owed nothing! I couldn't ask for more professional and personable service." - Jane

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