Everything You Need to Know
We’ve answered some of the most common questions about our services. If you need more information, feel free to contact us—we’re here to help.
01. General Questions
It’s best to start early. Proper planning throughout the year helps reduce stress, avoid errors, and ensure compliance.
We work with individuals, startups, and small to medium-sized businesses across various industries.
We provide both. While we can assist with specific tasks, we also offer ongoing, year-round support to help you manage your finances effectively.
02. Tax Services
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Yes. Through effective tax planning, we help identify legal opportunities to minimize your tax burden.
These are the documents you will need:
- W-2 Forms: Wage statements from each employer you worked for during the year
- 1099 Forms: Forms reporting freelance work (1099-NEC/MISC)
- Interest (1099-INT), dividends (1099-DIV)
- Retirement distributions (1099-R), or unemployment benefits (1099-G)
- Records of gambling winnings, social security benefits (SSA-1099), or business partnership income (Schedule K-1)
- An estimated total (if applicable) of the amounts paid for mortgage interest, points, and/or mortgage insurance premiums (normally reported to you on Form 1098).
- Amounts paid for mortgage interest, points, and/or mortgage insurance premiums (normally reported to you on Form 1098).
03. Accounting & bookkeeping
Accurate bookkeeping helps you track income and expenses, maintain compliance, and make informed financial decisions.
Ideally, records should be updated regularly—monthly at a minimum—to ensure accuracy and timely reporting.
Yes. We prepare clear and accurate financial reports to help you understand your business performance.
04. Business & Financial Advisory
We provide insights into your financial data, helping you identify opportunities, manage risks, and improve overall performance.
Yes. We assist with structured business planning to support growth, efficiency, and long-term success.
05. Working with us
Simply contact us via email or through our website. We’ll schedule a consultation to understand your needs and recommend the best solutions.
Absolutely. All our services are tailored to your specific financial situation and goals.
We maintain strict confidentiality and handle all client information with the highest level of professionalism and care.
06. Contact & Support
You can reach us via email or through the contact form on our website.
We aim to respond to all inquiries promptly, typically within one business day.
Still Have Questions?
If you didn’t find what you’re looking for, our team is here to help.
👍 Contact Us Today!
Head office address:
MountPleasant, SC, 29466,
United States of America..
Call for help:
+254 701 145725
Mail for information:
jackie@integratedfinancialsvc.com
