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1-2-3 Financial Services is a full-service accounting firm dedicated to providing comprehensive financial solutions to businesses and individuals in the West Warwick, Rhode Island, area. Our team of experienced and licensed professionals is committed to delivering tailored financial guidance, personalized attention, and trustworthy support to help our clients achieve their financial goals and navigate the complexities of the financial world.

Our Core Values

At the heart of everything we do are our core values: integrity, excellence, client focus, and innovation. We believe in fostering strong relationships built on trust and transparency, constantly striving for the highest standards of accuracy and professionalism in all our services. We prioritize our clients' needs, tailoring our solutions to their unique circumstances and providing ongoing support to ensure their success. We embrace innovation by staying abreast of the latest industry trends and technologies, allowing us to offer cutting-edge solutions and adapt to the evolving financial landscape.

Services Offered

We offer a wide range of services designed to meet the diverse financial needs of our clients. Our comprehensive service offerings encompass:

  • Individual Tax Preparation and Planning: We help individuals maximize their tax refunds, minimize their tax liabilities, and navigate complex tax situations. Our services include individual tax return preparation, tax planning for various life events, and representation during IRS audits.
  • Business Tax Services: Our business tax services cater to small and medium-sized businesses, including tax preparation, planning, compliance, and representation before tax authorities. We specialize in helping businesses minimize their tax burden while ensuring full compliance with all tax regulations.
  • Accounting and Bookkeeping: We provide accurate and reliable accounting and bookkeeping services to businesses of all sizes. Our team can manage your financial records, prepare financial statements, and offer insights into your business performance to support informed decision-making.
  • Payroll Services: We streamline payroll processing for businesses, ensuring timely and accurate payment of wages, deductions, and tax liabilities. Our payroll services can save businesses time and resources while mitigating potential payroll errors.
  • QuickBooks Services: We are certified QuickBooks ProAdvisors and can assist businesses with QuickBooks setup, training, and ongoing support. We leverage the powerful features of QuickBooks to improve financial management and efficiency.
  • CFO Services: We offer part-time CFO services to businesses that require strategic financial guidance but cannot afford a full-time CFO.
  • Forensic Accounting: We conduct thorough investigations into financial fraud, embezzlement, and other financial irregularities. Our forensic accounting expertise can help businesses resolve disputes, recover losses, and implement preventative measures.

Our Commitment to You

At 1-2-3 Financial Services, we are dedicated to providing our clients with personalized financial solutions, exceptional service, and unwavering support. We believe in open communication, building lasting relationships, and empowering our clients to achieve their financial aspirations.

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