IDV Financial CPA & Tax Services


*Highly qualified tax preparers ready to help plan and complete your annual returns.

*Simple tax return process - one quick over-the-phone interview allows us to assess what financial documents need to be provided

*We will complete your return efficiently while hunting for tax liability minimization

*We provide e-filing options so that you may receive your refund quicker

*We will gain your trust by performing above your expectations


*Support start-up businesses, growing businesses or mature corporations

*Prompt and timely delivery of financials

*Maintain order with your internal financial controls

*Bookkeeping at a fraction of the cost of a full-time employee

*Experienced with all the major accounting software programs, including QuickBooks

*Perform vital accounting functions:
-accounts payable/receivable
-general ledger
-bank reconciliations
-financial statement preparation and analysis


We offer financial and tax business consulting for companies of all sizes. Our team can get your business on the right financial track and make sure you make data driven decisions.


*Advisor on issues of critical importance to your business: formation and legal entity support, banking relations, info systems evaluation and integration

*Accounting system setup: Quickbooks expert able to set up/program initial accounting software for startups

*Reliable experience: state and federal tax issues, outsourcing opportunity, budgets and financial forecasting and mergers and acquisitions 

*Provide focused financial analysis and support that responds live with the on-going changes in your business dynamic

*Enable finance productivity and support critical decision making by focusing on automated reporting and analytics

"It is vitally important for a company to understand technology and systems management. As a CFO, the role becomes even more essential because of the need to understand how the effectiveness of IT and systems are dependent on the accuracy, availability, and consistency of the data"
-Ian Valdivia, Founder of IDV Financial

*A successful finance function is assessed by its ability to deliver what the business needs (effectiveness) along with an accurate control of the costs (efficiency)

IDV Financial can take your financial well being to the next level


Ready to HIRE A PRO?

Contact IDV Financial and see how we can help your business grow.
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