Cloudia Advisory, Inc
Your Path to Abundance
Cloudia Advisory, Inc
Your Path to Abundance
OUR SERVICES
Investment Planning &
Wealth Management
Investment Planning &
Wealth Management
Selecting investments to build a financial portfolio is an important step in developing a suitable investment strategy. We will help you determine which is the best for your needs. Mutual Funds, Insurance Products, or Securities: we will focus our attention on your specific needs.
Business Planning &
Business Management
Business Planning &
Business Management
A business plan is necessary not only for banks and investors. If you are a start-up or experienced entrepreneur, it is always a good idea to consult with experts with a proven track record. Our advisors will help you on the journey, giving you the steppingstones and shortcuts. We will save you time and money. We will keep you on track in the right direction and help you avoid big mistakes.
Life insurance, Retirement Planning & Estate Planning
Life insurance, Retirement Planning & Estate Planning
Your retirement years may seem far away, but it is best to prepare for them sooner rather than later. Most people want their retirement planning to address a few key things: maximizing retirement savings, covering the cost of long-term care or final expenses, and providing for loved ones when gone. We can support all of these goals. With different plans and riders, we can help you prepare for your golden years and leave a legacy behind.
Financial Planning &
Financial Reporting
Financial Planning &
Financial Reporting
Give yourself the opportunity to succeed with the latest accounting apps and tools. You will be paid faster; you will be able to keep track of all expenses and know at any time how much money is coming in, going out and how much you need for the future. All transactions automatically sync from Melio through QuickBooks to the Fin Statements and Fin Plans. No wasting of time, no errors, and a lot of fun: you can approve all the transactions on the go on your smartphone.
Tax Planning &
Tax Resolutions
Tax Planning &
Tax Resolutions
Do not let IRS destroy your business. Owing back taxes or experiencing other tax or financial issues can be stressful. The fines and penalties from delinquent taxes can add up quickly, which only makes the problem much worse. The IRS could even decide to pursue aggressive collection actions such as wage garnishments, bank levies, or other remedies. Let us direct your steps to prevent unnecessary stress.
Payroll Tax, Sales Tax,
Income Tax, Gift Tax, Etc.
Payroll Tax, Sales Tax,
Income Tax, Gift Tax, Etc.
•Current tax law and compliance are extremely complicated. Do not try to do all the accounting, bookkeeping, and taxation by yourself. it is imperative to follow all the required steps and adhere to the Federal and State agencies’ strict processes. We will handle every step for you, including completing and timely e-filing the necessary forms. Focus on your business and day-to-day tasks, and enjoy a stress-free life.•
PLEASE MAKE AN APPOINTMENT FOR A FREE 20 MIN CONSULTATION
PLEASE MAKE AN APPOINTMENT FOR A FREE 20 MIN CONSULTATION