Livewell Financial Services, LLC

Smart Financial Strategies for Sustainable Business Growth

Empowering businesses and nonprofits with expert financial guidance, tax advisory, and strategic consulting to achieve lasting success.

Our ServicesContact us

The Problem We Solve

At Livewell Financial Services, LLC, we help businesses and nonprofits avoid financial pitfalls, optimize cash flow, and build sustainable success.

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OUR SERVICES

What We Do

We provide expert financial solutions to keep your business compliant, profitable, and growing.

Business Formation & Incorporation

Register your LLC, Corporation, or Nonprofit seamlessly.

501(c)(3) Tax-Exempt Filing

Secure nonprofit tax-exempt status without hassle.

Tax Advisory & Planning

Reduce liabilities and maximize tax savings.

Bookkeeping & Accounting

Keep your finances organized and audit-ready.

Financial Consulting & Strategy

Plan for growth with expert financial guidance.
WORK FLOW

Our Working Process

We make financial management simple and stress-free with a structured 4-step process to help businesses and nonprofits succeed.
1

Assess

Plan

2
3

Execute

Grow

4

Years of Experience

Businesses Helped

Tax Savings & Funding Secured

Client Satisfaction Rate

TESTIMONIALS

What Our Clients Say

Dr. Liz Trimnell

Cordelia is an exceptional tax advisor! Her ability to simplify complex tax issues and find creative solutions is unmatched. She truly cares about her clients and ensures every dollar is optimized. Highly recommended!

Michael Smith

CEO

Thanks to Livewell Financial Services LLC, our company's financial records have never been more organized. Their expertise and efficiency have saved us time and money, allowing us to focus on growing our business.

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Ready to Strengthen Your Financial Future?

Whether you’re launching a startup, running a nonprofit, or managing an established business, Livewell Financial Services, LLC is here to guide you every step of the way.