We're on a mission to help you keep more profit in your pocket and out of Uncle Sam's.
Freebird Financial is not like other firms. We strive to connect with each and every one of our clients in a meaningful way and help guide you through YOUR unique situations and how the tax code affects you and your business. We also saw a huge void in education around 'the business' of being a business owner. The phrase we hear most often is “no one told me I had to do that.” Well, we’re here to guide you through the scary, complicated shit, saving you time and $MONEY$. This isn't just about taxes (which is included). This is about utilizing your business to create the life of your dreams.
You're in good hands: IRS Enrolled Agent | Certified Tax Coach | Master of Accountancy
Hi, I'm Ali Vee
I'm a soft spoken (but outspoken), potty mouthed, business badass. When I'm not crunching numbers or researching tax laws I'm either hitting the links or doing something fast, loud & fishy.
Freebird Financial was born after 20+ years in business operations, managing multi-million dollar businesses. I needed to KNOW why my numbers differed from corporate. When I received unsatisfactory replies, I did what any logical person would do...Quit > get a Masters in Accounting > become an IRS Enrolled Agent and Certified Tax Coach. Totally normal. Now I help business owners make decisions that are advantageous today, tomorrow and at tax time.
Combine a business background with a strategic (legal-loophole-loving) tax nerd and you've got a whole lot of passion backing your business. Let's get to work!
Here's How It Works
1️⃣ Book an intro call
2️⃣ Upload your prior year tax returns and current books to our secure portal
3️⃣We'll review and discuss services that make sense for your business
It’s like going to the mechanic. You can’t just call and imitate a few grinding and clunking noises and expect to get an accurate diagnosis or quote for services. We have to look under the hood (aka your prior tax returns and books) to see what's really going on. We'll hop on a quick call to discuss if we are the right team for you and how to proceed with services. Our capacity is limited during tax season and we'll be upfront with our costs and timeline for onboarding. Talk soon!
✔️ Tax Prep & Strategy - Starting at $3600/year
✔️Back Office Support - Starting at $2000/month
Frequently Asked Questions
How are you different from other tax professionals and firms?
We combine our business background and tax expertise to look at the big picture. This is not a wham-bam, don't call me unless it's tax season situation. We support your whole ass business, all-year-round with 1-1 VIP time, direct chats, done for you professional services, tax strategy, monthly ask anything group calls and deadline reminders. Back office support is all of that and a bag of chips. (Think outsourced CFO.)
If you only want tax prep (aka zero guidance) we aren't your team.
If you want tax prep, money saving strategies AND to be supported all year long...you're in the right place.
Services start at $3600/year.
Do you only work Cali business owners?
California (and every other state) has their own tax code and their laws may or may not conform to federal tax laws. So we don't want to say things like "check with your state" or "some states do this" because our support is supposed to make your life easier. By focusing on California only, we can provide direct links, guidance and more support so you know exactly WTF is going on.
Do you offer bookkeeping?
Bookkeeping is included with our back office support packages starting at $2k/mo. Fully deductible by your business.
What credentials do you have?
Our founder, Ali Vee, holds the following credentials:
Enrolled Agent - EA's are federally-licensed tax practitioners with unlimited rights to represent taxpayers before the IRS. The Enrolled Agent license is the highest credential the IRS issues.
Certified Tax Coach - from the American Institute of Certified Tax Planners
Masters of Accountancy
Toss in 20+ years of business operations and you've got a whole lot of passion, education and experience backing your business.
Let's get to work!
Investing in your business is a big deal and we take that seriously at Freebird.
We don't believe in one-size-fits-all, because it doesn't.
☑️ Tax Prep & Strategy - Starting at $3600/year
☑️ Back Office Support - Starting at $2000/month
We look forward to chatting and learning more about your unique business and financial goals.