Services

OUR SERVICES

Expert Financial Solutions for Businesses & Nonprofits Dedicated Team

At Livewell Financial Services, LLC, we help businesses and nonprofits navigate financial challenges with expert tax advisory, accounting, and business consulting services. Whether you’re launching a startup, managing a nonprofit, or scaling your business, we provide tailored solutions to keep you financially healthy and compliant.

Business Formation & Incorporation

Starting a business is exciting, but choosing the right structure is critical for tax benefits, liability protection, and long-term success. We assist entrepreneurs in forming LLCs, Corporations, and Nonprofits, ensuring compliance with state and federal regulations. From registering your business to obtaining an EIN (Employer Identification Number) and structuring your entity for tax efficiency, we handle the complexities so you can focus on growing your business with confidence

501(c)(3) Tax-Exempt Filing

Securing tax-exempt status for a nonprofit can be challenging, but we make the process seamless. We help organizations navigate 501(c)(3) tax-exemption filing, ensuring proper incorporation, bylaw preparation, and compliance with IRS requirements. Whether you’re establishing a new nonprofit or need help correcting a rejected application, our team provides expert guidance to help you achieve and maintain tax-exempt status.

Tax Advisory & Planning

Taxes are one of the biggest financial burdens for businesses, but with proper planning, you can minimize liabilities and maximize savings. With our expert tax planning, IRS compliance, and audit you will pay only what you owe while taking advantage of all eligible deductions. Our year-round advisory services help businesses and individuals proactively manage their tax strategy, reducing financial stress and unexpected tax bills.

Bookkeeping & Accounting

Accurate financial records are the foundation of a successful business. Our bookkeeping and accounting services ensure your income, expenses, and financial statements are well-organized, giving you a clear picture of your business’s financial health. We provide monthly and quarterly bookkeeping, payroll management, and financial reporting, helping you make informed decisions while staying compliant with accounting standards.

Financial Consulting & Strategy

Financial success isn’t just about making money—it’s about managing it wisely. We provide cash flow management, business budgeting, and growth strategy consulting to help businesses optimize profits and prepare for the future. Whether you need a financial health assessment, funding strategy, or long-term planning, our expert guidance helps you achieve financial stability and sustainable growth.

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.

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