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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Supported client types

Personal

Specialties

SMB Owner

Services

About Baldridge Financial

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Clients who would be a good fit

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Clients who would NOT be a good fit

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Endorsed by 7 users

Nikita Bier

Client for 1-2 years

Feb 15, 2024

Co-founder at Gas

"Extremely experienced with S-Corp taxation and optimizing deductions"

Worked with Mitchell Baldridge

Symoné B. Beez

Feb 12, 2024

"I love my CPA and his team @baldridgecpa"

Worked with Mitchell Baldridge

Blake Burge

Feb 12, 2024

"Have used baldridgecpa for the better part of two years. Simple, easy and provides a detailed monthly breakdown and dashboard I love."

Worked with Mitchell Baldridge

Nick Huber

Feb 12, 2024

"Mitchell Baldridge is a badass. Highly recommend."

Worked with Mitchell Baldridge

Dan Hagberg

Feb 12, 2024

"does all my taxes and books and might be the smartest guy I know "

Worked with Mitchell Baldridge

Eric Jorgenson

Feb 12, 2024

"@baldridgecpa FOR LIFE. I AM a client, I love that he is philosophically aligned. Minimize taxes, yes, but without adding headaches or anything getting in the way of a good life. His approach blends Tax and Financial planning in means bigger picture, deeper relationship. Feels like a personal CFO."

Worked with Mitchell Baldridge

Chris Powers

Feb 12, 2024

"I use him and so do all my companies."

Worked with Mitchell Baldridge

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