As a growing accounting firm, FM Financial Services, is able to provide a broad range of quality and efficient services to our clients. We believe the diversification and growth of our firm attests to our ability to serve our clients well in every aspect of their business and financial matters. We also believe in the value of relationship with our clients. We view every client relationship like a partnership, because our success is a result of their success.
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Established in 1992 and located in Orlando, Florida, FM Financial Services has grown into a competitive and comprehensive accounting firm. Our firm covers the broadest spectrum of accounting services, from complex corporate planning to personal financial planning.
Today, the clients of our firm include medical and legal professionals, construction contractors, real estate developers, non-profit organizations, retail businesses, individuals and many others. We offer a broad range of accounting services for individuals and business of all types and sizes, including Sole Proprietorships, Partnerships, C & S Corporations, Limited Liability Companies, Limited Liability Partnerships, and Not-For-Profit Organizations.
Strong, long-lasting relationships between our staff and clients are an important part of the way we do business. And making sure our clients' best interests and needs are met will always be our central focus. By working with attorneys, bankers and other industry professionals, FM Financial Services accommodates the full spectrum of our clients requirements, making this concept an integral part of our business relationships.
Accounting and Financial Advising represents the major foundation of FM Financial Services, Inc. However, thorughout the years, we have expanded our offerings to include a wide range of professional services:
Individual
· Personal Income, Gift, and Estate Tax Planning
· Tax Defense
· Preparation of Returns
· Out of State Returns
· Electronic Filing
· Tax planning Strategies
Business
· Succession Planning
· Transfer of Ownership
· Mergers and Acquisitions
· Tax Guidance, Research and Planning
· Tax Defense
· Preparation of Federal and Multi-State Returns
· Tax Planning Strategies
Estates, Gifts and Trusts
· Planning
· Timing of Income and Deductions
· Preparation of Returns
Additional Services
· Accounting and Bookkeeping
· Business and Personal Advisors
· Business Succession Planning
· Business Valuations
· Buy/Sell Agreements
· Cash Flow Analysis, Budgeting
· Computerized Bookkeeping
· Estate Planning
· Estate Tax Returns and Administration
· Financial Projections
· Payroll Tax Service
· Strategic Business Planning
· Profit Enhancement
Learning to manage money is not an easy task. FM Financial Financial planning is the backbone of a successful future. We help our clients plan for all their future financial needs. By setting up a diversified and well planned investment portfolio.
Our Services include:
· Retirement and Estate Planning
· Savings and Debt Management
· Family and College Finances
· Comprehensive Financial Planning
· Investment Advice
· Charitable Giving
· Income Tax Planning
We have recently added a loan department to help our clients find financing whether it is for personal or business needs:
· New Home Loans
· Refinancing
· Second Mortgages
· Debt Consolidation Loans
· Business Expansion Loans
· And much more ...
