What We Do
Tailored Financial Solutions for Your Family
02
Budget Management
Involves tracking income, expenses, purchases, sales, and other financial activities. Bookkeeping helps maintain accurate financial records, ensuring businesses can prepare financial statements, meet tax obligations, and make informed decisions.
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Business Filling
Submitting tax-related documents to the IRS or local tax authorities, including income tax returns, payroll taxes, and sales tax filings.
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Notary Service
Notary Service is a legal service provided by a certified notary public who witnesses the signing of important documents and verifies the identity of the signers. The notary ensures that the signatures are genuine, that the document was signed willingly, and that the signers understand the contents of the document.
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BOI - EIN - LLC
BOI (Beneficial Ownership Information) EIN (Employer Identification Number) LLC (Limited Liability Company)
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Business Creation
Business funding for a small business refers to the financial resources that are required to start, operate, and grow the company. It can come in various forms, such as loans, grants, investor capital, or personal savings. This funding helps cover expenses like inventory, equipment, salaries, and marketing, allowing the business to expand its operations and achieve its goals.
08
Business Loans
At Mz Bee Financial Services LLC, we understand that starting or expanding a business can be a daunting task. That's why we specialize in providing tailored business loans to meet your unique needs. Our mission is to empower entrepreneurs through flexible financing options that align with their goals. Whether you're looking to launch a startup or grow an established company, I'm here to guide you every step of the way. Let’s work together to turn your dreams into reality.
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Commercial & Primary Residence Mortgages
At Mz Bee Financial Services LLC, our mission is to simplify the complex mortgage process for all our clients. With expertise in both commercial and residential mortgages, we strive to provide personalized service that meets your specific goals. Our knowledgeable team is here to answer your questions, guide you through options, and help you make the best financial decisions. Trust us to turn your property dreams into reality, whether you’re buying a family home or expanding your real estate portfolio.
YOU ALWAYS
COME FIRST
ABOUT US
Balance Today, Secure Tomorrow, Thrive Always
At Mz. Bee Financial Services, we are committed to ongoing education to ensure we remain up-to-date with all tax laws and regulations. We take great pride in serving our community and assisting individuals in their pursuit of financial freedom and savings.
Our team of dedicated professionals is here to provide personalized guidance and support, tailoring our services to meet each client’s unique needs. Whether you’re looking to optimize your tax returns, retirement plan, or manage your investments, we are here to help you navigate the complexities of the financial landscape with confidence and clarity. We believe in building long-lasting relationships with our clients, based on trust, transparency, and mutual respect. Let us be your partner on the journey to achieving your financial goals.
What Our Clients Say
"As a small business owner, taxes have always been a headache for me. I found the team at Mz. Bee Financial Services very helpful and supportitive, and they have completely transformed the way I handle my taxes. The resources are so clear and easy to follow, and their tools helped me save time and money. I no longer feel overwhelmed during tax season!"
Sarah L.
"I was always confused about deductions and how to file my taxes as a freelancer. Mz Bee broke it down in simple terms and provided step-by-step guidance. The tax calculators and tips on maximizing deductions made all the difference. Highly recommend for anyone working for themselves!"
Mark W.
"My husband and I recently got married, and we were unsure how our taxes would change. The teams offered a comprehensive guide to tax benefits for newlyweds, including tips on filing jointly and optimizing our returns. We feel much more confident now.
Emily L.
Let’s revive your financial future together
(614) 887-7455