Business Details
41 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Foster Financial Group has been delivering personalized tax and accounting services since 1985, rooted in relationship-building and technical expertise. Our approach prioritizes individual client needs through tailored solutions that maximize tax benefits while maintaining conservative compliance standards. With over 30 years of continuous education and IRS convention participation, we ensure our team remains current with evolving tax laws to provide accurate, forward-thinking advice. Our guarantee covers all work, including penalty and interest payments for any errors, demonstrating our commitment to accountability.We serve both individuals and corporations with specialized attention to life-altering financial events, small business formation, and international tax matters. Our digital infrastructure minimizes paper waste while maintaining secure client communication through encrypted portals. As a family-owned firm, we maintain hands-on involvement in every client interaction, ensuring timely responses across multiple communication channels including phone, email, video, and our client portal.
Services
Tax Preparation
Tax Planning
Accounting
Small Business Consulting
Details
- Year established: 1985
Highlights and features
- We guarantee all tax preparation work with penalty and interest coverage
- Our team maintains 30-40 hours annual continuing education for Enrolled Agents and CPAs
- We provide 24/7 client access through secure digital communication portals
- Specialized expertise in international tax matters and small business formation
- Family-owned firm with hands-on owner involvement in every client case
What people say
Knowledgeable and responsive
Timely and professional services
Personal interest in success
Trust her completely
Saves clients money
Services
Tax Preparation
Our tax preparation service streamlines the filing process through digital document exchange and expert return completion. We educate clients on all submitted materials while guaranteeing accuracy with penalty and interest coverage for any errors. This service includes free IRS notice response time and serves individuals, corporations, trusts, estates, and international clients.
Tax Planning
We specialize in proactive tax planning for major life events like marriage, home purchases, and business transitions. Our team provides forward-looking guidance to prevent surprises while optimizing tax benefits. Services include estimated tax calculations and strategic advice for both personal and corporate financial decisions.
Accounting
Our accounting services focus on accurate financial reporting and business decision support. We implement proper accounting principles while educating clients about their financial position. The service includes system setup for small businesses and ongoing financial data analysis to maintain operational profitability from inception.
Small Business Consulting
We guide entrepreneurs through entity selection and operational system implementation. Our consulting covers tax-efficient business structures and profit optimization strategies from day one. This service includes entity formation assistance, accounting system setup, and ongoing advisory for business growth and compliance.
People
Julie Foster
Owner and Principal
Julie leads Foster Financial Group with hands-on involvement in all client matters. She continues Jim Foster's legacy through personalized service and technical excellence. With over 12 years working alongside the founder, she maintains the firm's commitment to accuracy and client education.
Jim Foster
Founder
Jim established the firm in 1985 after a distinguished career with OSHA and military service. His accounting expertise developed through night school while creating foundational tax materials still used today. He mentored Julie for 12 years before passing leadership to her in 2010.
Questions
What accounting services do you offer?
We provide full-service accounting with financial reporting, system implementation, and business decision support for small businesses and individuals.
Do you handle international tax matters?
Yes, we serve clients relocating to Europe and handle cross-border tax compliance for individuals and businesses.
What makes your tax preparation different?
Our service includes accuracy guarantees, free IRS notice response time, and complete client education on all submitted materials.
Are consultations free?
We offer one free hour of initial consultation for all new clients to discuss their specific tax or accounting needs.
How do you ensure tax compliance?
Our team maintains 30-40 hours annual continuing education for certified professionals and attends IRS conventions for the latest regulatory updates.
