Baste Financial provides a variety of services for both individuals and businesses. We treat each client separately and set an individualized and personalized financial plan tailored to your needs.

Our services include:

Tax Management Services

At Baste Financial, we offer a full service tax preparation experience. We work with our clients and analyze their previous years’ tax returns and then strategize together to improve your upcoming tax return. We will discuss potential deductions in order to minimize your tax liabilities.

Estate, Trust Planning, and Tax preparation

To ensure financial security for your loved ones, our employees will help you develop a plan for your beneficiaries, in business and/or personal matters. Our employees are skilled in knowing how to punctiliously plan out your assets and minimize the tax liability for your beneficiaries; plans like these help put your family at ease during their hardships.

Bookkeeping

In order to have a successful and uprising business, record keeping needs to be done accurately. Our employees will gladly attend to this laborious and time consuming task for you to rest assure that your records are in good hands.

IRS Representation

At Baste Financial, we make sure that when we are working with the IRS on your behalf, we are careful, prepared, and pay attention to the littlest of details. We represent you before the IRS and for audits, and make sure to look over any errors of previous accounting mistakes. Our employees are all knowledgeably trained and have the communication skills required to represent you so that you could put your worries aside.

Employee Benefits, Pension, and Profit-Sharing Plans

When accepting a job, people usually focus on the benefits and pensions that come with it. This portion of the job helps make their employment decision. That is why at Baste Financial, we sit with our business owner clients and help them choose benefit plans for their employees that are positive and appealing to everyone. After choosing the benefits, we help you administrate them, and at the same time, capitalize on your tax advantages.

Financial Projections and Forecasts

Projections and forecasts are appealing to many of our business owner clients, so that they can have a better idea of their finances in the years to come. Our employees are skilled in making business predictions and financial projections to show you the outlook of your business in future periods. By having these projections and analysis, it helps create a roadmap for your business and inspires owners to set goals for themselves.

Debt and Finance Advising

Debt and finance advising is not only for people who are having trouble managing their debts; it is for everyone. Our employers are trained to discuss your debts in order to decrease your payments and most importantly attempt to lower your interest rates. Re-balancing your debts can also result in tax deduction savings

Accounting Services

Our business owner clients depend heavily on us to accurately maintain their profitability, stay attentive to the market, and prepare financially in order to capitalize on business growth opportunities. Some of the accounting services that our entrepreneur clients use are payroll processing, bookkeeping, cash flow budgeting, personal financial statement, corporate tax planning, and much more.

QuickBooks Accounting Help and Assistance

At Baste Financial, we guide you on how to purchase the best products to document your information with a full service bookkeeping software. We show you how to effectively use the software by personally training you. We assist with the installation and setup to make sure your books are done right and your records are accurate and up to date.

Payroll Services

Our payroll service is yet another laborious task we can take off your hands so that you can focus on your priorities. Our employees will administrate a payroll service that suits your business and employers, and will make sure it is done in a timely and thorough manner.

Entity Selection and Reconstructing

Choosing the right company structure as our business entity has a large impact on your taxes and liabilities. Any decision regarding your entity selection can have a great impact on your business future. Our employees are skilled in advising you to choose the best entity structure for your business, and even reconstructing in the future if it seems more favorable at that time.

Cash Flow and Budgeting Analysis

Obtaining a cash flow and budgeting analysis for your business is vital in order to determine your company’s survival. These analyses show your company’s spending and budgeting and help you make predictions for your company’s financial status in the upcoming years. Our goal is obtain a reliable optimal cash flow to support your business’ success.

Mergers, Acquisitions , and Sales

Mergers can sometimes be the climax of your business because of the many factors to take into consideration. Baste Financial can undeniably help with this by showing you the best way to structure and negotiate a deal for your business’s success. We employ a careful analysis to determine a fair asking price, determine the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and strategies.

Audits, Reviews and Compilation

Baste Financial Inc. offers all three of these services in order to achieve the highest assurance for your company’s financial status. Audits include a thorough examination of your account balances in order to remove errors and confirm the validity and reliability of your information. Reviews look over your financial statements and identify any items requiring further analysis in order to ensure the integrity of your data. Compilations do not offer assurance but are usually requested for a company’s internal purposes. They may lead to some adjustments to accounting records.

What Clients Say

Naseim & his team are absolutely amazing, best customer service & incredibly professional. Even when something doesn’t go right they take responsibility & fix it in a timely matter.

Great people to deal with; fast, understanding and very professional. Been doing taxes with them for about 10 years.

Super friendly and a pleasure to deal with. Kal is a top of the line accountant that will shoot straight with you and steer you in the right direction.