QUANTUM Financial & Business Solutions

Our Services

person wearing grey dress shirt beside table
person wearing grey dress shirt beside table
Tax Services

Tax season doesn't have to be stressful. At Quantum Financial & Business Solutions, we handle personal and business tax filings with precision and care. Whether you're filing as an individual, a sole proprietor, or a small business, we'll ensure your federal and state returns are accurate, compliant, and optimized for savings. We also assist with quarterly estimates, 1099 forms, and IRS correspondence.

What's Included:

  • Individual and business tax returns

  • Federal & state filings

  • 1099, Schedule C, and corporate forms

  • Tax planning & estimated payments

  • IRS issue resolution support

Our goal is to make the preparation process as easy as possible for you, and minimize your tax liability with careful planning.

Two colleagues discussing charts on a laptop screen.
Two colleagues discussing charts on a laptop screen.
Business Planning & Policy Consulting

Whether you're starting a business, restructuring operations, or improving compliance, we offer professional consulting services to help you create efficient, policy-driven systems. With a background in finance and policy analysis, we assist in developing internal controls, strategic business plans, and documentation that supports accountability and regulatory compliance.

We provide strategic business planning to help you achieve your financial goals and objectives. What's Included:

  • Business process review & redesign

  • Policy creation & internal controls

  • Compliance assessments

  • Strategic planning and budgeting

  • Startup setup and documentation support

Man presents charts to seated audience in a modern office.
Man presents charts to seated audience in a modern office.
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passport on clipboard
Bookkeeping & Accounting Services

Keep your finances clean, clear, and current. Our bookkeeping and accounting services are designed to support small businesses, contractors, and nonprofits. We manage your books with consistency and transparency-providing the financial clarity you need to make informed decisions. Through cost-effective, flexible solutions, you gain expert financial support with the overhead of a full-time team. We rely on trusted platforms like QuickBooks, NetSuite and other valued tools to ensure your records are accurate and up to date.

What's Included:

  • Monthly and quarterly bookkeeping

  • Accounts Payables

  • Accounts Receivables

  • General ledger maintenance

  • Bank and credit card reconciliations

  • Financial statement preparation

  • Budget preparation, tracking and forecasting

  • Budget vs Actual variance analysis

Forms & Applications Assistance

Filling out forms doesn't have to feel overwhelming. We help individuals and businesses complete a wide range of applications-whether for government programs, permits, licenses, public benefits, or professional filings. We make sure your documents are complete, accurate, and submitted on time

What's Included:

  • Business license & permit applications

  • IRS and financial forms

  • Public assistance applications

  • Immigration and support documentation

  • Document review and submission guidance

Professional solutions at a price that makes sense