Lower Your Tax Bill Legally. Proactively. And With Confidence.
Industries
Here’s the Problem Most People Don’t Realize:
If your accountant only talks to you once a year — at tax time — you’re already losing money.
Why? Because tax savings happen through planning, not filing.
Trusted by companies in many industries.
Exceptional Accountancy Resources.
Our job is not to just book-keep and file your taxes. We will actively have more tax-saving strategies implemented so you can get the most out of us.
Savings Excel
…When you have someone that actively looks for them… you will constantly always save more.
Real Reports
Imagine if you had real ones to review periodically, and made decisions based on facts that will help you earn a greater profit.
Legal Balancer
The IRS code only gets larger, but what other accountants use is so menial compared. Let us tip the scale in your favor by doing exactly what the IRS allows us.
True Calculator
We will calculate, profit, expense, emotion, work, effort, process, mistakes, inaction, doing it late and not doing it at all.
Primary Financial Services has been a lifesaver for my growing business.
Imagine the impact it has on your business and life, going from paying on average $400,000 on taxes a year to a little over $100,000. I used that extra savings to reinvest in marketing and generate much more sales (after I used some of it to become a partner in a competitor’s company).
John Donnelie
Founder – GIS Mapping
Primary Financial Services was the missing piece of the puzzle.
We consistently had issues with financial forecasts, cash flow and monthly projections. After hiring them, they first, cut our expenses by 1/5. Consulted on developing a proper back-end system and finally restructured our company to help me save over $ 70,000 in taxes the first year. I will never stop using their services.
Jessica Rose
Founder – Hemisferio
Great benefits from Primary Financial Services.
“If you are using another accounting firm, without trying these guys first, you’re a baboon.” – Rachel Scheely
Bookkeeping and tax preparation
Actively works on implementing new tax strategies
Will gladly provide family-office style consulting and trust or business formation, saving on average 70% on taxes. (It will not cost an arm and leg contrary to other providers.)
Will provide reports periodically on your finances and review them with you.
Will perform periodic review on your expenses and provide saving opportunities (cutting business expenses exponentially).
Different industry experience. Whether the business is a roofing company, a trucking company, eCommerce business, freelancer, singer, exotic dancer, manufacturing plant, or coal mine in Pennsylvania we do it all.
Outsourcing your problems away. We are a highly specialized firm with employees from many backgrounds. Imagine the savings for your pocket, and your mental health, if you outsourced your problems away to us instead.
Can do attitude to anything! There is nothing we will not do, to save you money on your taxes or other business expenses.
Other Accountancy Agencies
They do it how they learned it years ago even when the IRS code changes every month.
Biggest tax strategy they will implement is the structure of your business, LLC, C-Corp or S-Corp.
Will tell you they have no expertise in trust formation or international tax regulations. Which is why multi-billion dollar companies don’t pay as high a tax % as you pay!
Will provide reports on your business when you have an audit, and even then, they do not explain anything to you. As if you are an inconvenience to them.
Will never analyze you and your business to provide random financial advice.
They will take you on as a client and then use ChatGPT to help you and your unique business.
They don’t even know the tax implications of outsourcing your headaches away.
They will come up with reasons as to why you can’t do something (especially if they never periodically update themselves on new rules and regulations.
