Baldridge Financial Services specializes in comprehensive financial planning and tax solutions for small to medium-sized business owners with significant wealth and complex tax situations, offering personalized services such as bookkeeping, tax filing, financial strategy development, and investment oversight to align business finances with personal goals.
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5.0
Average rating
7
Client Reviews
$0
Minimum Annual Income
$0
Minimum Annual Revenue
What Our Clients Say
5.0
7 Client Reviews
Symoné B. Beez
February 12, 2024
5.0
Experience working with Baldridge Financial
I love my CPA and his team @baldridgecpa
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "I love my CPA and his team @baldridgecpa", "author": "Baldridge Financial", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Blake Burge
February 12, 2024
5.0
Experience working with Baldridge Financial
Have used baldridgecpa for the better part of two years. Simple, easy and provides a detailed monthly breakdown and dashboard I love.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Have used baldridgecpa for the better part of two years. Simple, easy and provides a detailed monthly breakdown and dashboard I love.", "author": "Baldridge Financial", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Baldridge Financial's Tech Stack
About Baldridge Financial
Baldridge Financial Services provides comprehensive financial planning and tax solutions, focusing on small to medium-sized business owners with substantial wealth tied to their enterprises and intricate tax circumstances. Their offerings include personalized bookkeeping, tax filing, financial strategy development, and investment oversight. By aligning the financial aspects of small businesses with the personal objectives of their owners, Baldridge Financial ensures that funds are allocated effectively and timely.
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