We pride ourselves in our expertise and superior client service. We form a relationship with our clients where we work to make sure every aspect of their finances are in order through cool, calm, accounting. Retha helped my sister and I with a very complicated tax issue. This was for the sale of my stepfathers estate. My sister had used another tax preparer to do the final return.
She wrote a check for over 100,000 to the IRS at the final return. Several years later we took this return to Retha to review to see if it was done correctly. Retha looked over the return and found that the other tax person did not rate the return correctly. Retha told us to go to the library to look at the local newspaper for the date of death and see what land was being sold for at that time.
This goes back to 1984. We found the information she needed and amended the tax return. My sister and I received a check from the IRS for 94,000 dollars. We use Retha for our former business, our personal taxes and I refer to Retha every chance I can.
She wrote a check for over 100,000 to the IRS at the final return. Several years later we took this return to Retha to review to see if it was done correctly. Retha looked over the return and found that the other tax person did not rate the return correctly. Retha told us to go to the library to look at the local newspaper for the date of death and see what land was being sold for at that time.
This goes back to 1984. We found the information she needed and amended the tax return. My sister and I received a check from the IRS for 94,000 dollars. We use Retha for our former business, our personal taxes and I refer to Retha every chance I can.
Services
With more than 25 years of experience, Margaretha Valderas formed Valderas Financial in January of 2015.
We now work with passionate entrepreneurs in the service, real estate, and construction areas.
We have significant experience working with start-ups and franchises.
In addition, Valderas Financial services high net worth individuals with complicated tax issues.
With decades of experience under our belt, we are not only numbers experts, but also understand the importance of superior client service and expect nothing less from our vendors.
We now work with passionate entrepreneurs in the service, real estate, and construction areas.
We have significant experience working with start-ups and franchises.
In addition, Valderas Financial services high net worth individuals with complicated tax issues.
With decades of experience under our belt, we are not only numbers experts, but also understand the importance of superior client service and expect nothing less from our vendors.
We understand that implementing a seamless, proper bookkeeping procedure can be frustrating as well as time consuming for many entrepreneurs.
With your focus being your products or services you offer your customers, it's easy to let internal bookkeeping take a backseat.
Let Valderas Financial take care of all that paperwork and number crunching so you can focus on the parts of your business that you enjoy.
At Valderas Financial, we will navigate you through complicated tax laws to make the process quick and stress-free.
With your focus being your products or services you offer your customers, it's easy to let internal bookkeeping take a backseat.
Let Valderas Financial take care of all that paperwork and number crunching so you can focus on the parts of your business that you enjoy.
At Valderas Financial, we will navigate you through complicated tax laws to make the process quick and stress-free.
I have been a Valderas Financial Solutions LLC client for a DECADE and I am TOTALLY satisfied!
Retha has a great team that helps in every way they can.
Whether It is business, tax planning/submission or accounting, they were and are there for me in any way possible.
Valderas Financial is "one stop" service!
Last year, I received a penalty notice of over $9,000 on a late filed Form 5500.
Valderas Financial established the facts, gathered information to justify their letter, and wrote an incredible and powerful request for penalty abatement.
Retha has a great team that helps in every way they can.
Whether It is business, tax planning/submission or accounting, they were and are there for me in any way possible.
Valderas Financial is "one stop" service!
Last year, I received a penalty notice of over $9,000 on a late filed Form 5500.
Valderas Financial established the facts, gathered information to justify their letter, and wrote an incredible and powerful request for penalty abatement.
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