Expert Accounting Services
Efficient, Effective, and Tailored to Your Needs
Guardian Solutions offers customized accounting services to streamline your financial operations. Whether you need detailed bookkeeping, proactive tax planning, or strategic business advice, our experienced professionals are dedicated to providing solutions that are both effective and efficient, allowing you to concentrate on what you do best—running your business.
Level 1
Level 1
Tax Planning & Prep Only
For small businesses with limited transactions and just need:
- Periodic Tax Advice
- Quarterly Tax Estimates
- Tax Projection & Planning
- Entity Selection (S-corp file)
- Annual Business Return
Level 2
Monthly Bookkeeping & Tax Planning
For small business owners that want to grow and need :
- All Level 1 services plus...
- Accurate bookkeeping
- Timely Monthly Financials
- Expense Management
- Cash Flow Planning
Level 3
Business Strategy, Monthly Bookkeeping, & Tax Planning
For small business owners that want to grow and need :
- All Level 2 services plus...
- Business Strategy Review
- Annual Budgeting
- Expense Management
- Cash Flow Planning
Fulfillment Policy
Services and Payment
- Guardian Solutions provides accounting and related services as agreed upon in the engagement letter with each client.
- Payment for services is due as outlined in the engagement letter. Typically, clients will be billed for monthly services due at the beginning of each month.
- We accept payment via ACH bank transfer.
Voices of Success
Hear From Our Partners
EXCELLENT Based on 19 reviews Morgan Munroe2024-05-31 I've had the pleasure of working with Guardian Solutions for my accounting needs, and I can confidently say he's more than just an accountant; he's a financial partner who truly understands the intricacies of my business. Dan possesses a rare blend of efficiency and thoroughness that sets him apart. One of Dan's standout qualities is his ability to strike the perfect balance between speed and attention to detail. He works swiftly, yet never rushing to compromises on accuracy. Every number he presents is not just a figure on a page; it's a part of a comprehensive plan tailored to my unique requirements. Dan doesn't just crunch numbers; he crafts strategies that align with my goals. He simplifies complex financial matters, ensuring I understand every aspect of my business's economic health. This clarity empowers me to make informed decisions confidently. Even when discussing intricate topics, Dan's explanations are clear and concise, making the most complex issues seem straightforward. One of the most valuable aspects of working with Dan is his ability to add a human touch to the numbers. He doesn't just see figures; he sees the people and stories behind them. This empathy shines through in his approach, making the financial journey feel personal and meaningful. As a business owner and mom of 4, juggling multiple responsibilities, having Dan on my team has been invaluable. He empowers me to make clear-cut financial decisions that benefit my business's complex needs. With Dan's guidance, I feel confident navigating the ever-changing economic landscape. In conclusion, Dan is the perfect choice if you're looking for someone who will not only crunch numbers but also help you chart a course for financial prosperity. TJ Felix2024-04-21 We switched to Guardian for tax prep in 2023. Our family and business taxes can be complicated. Daniel and his team were very responsive, answered our questions, and, most importantly, they were approachable! Our experience with Guardian was painless; significantly different from tax preparers we've used in the past. I'm looking forward to growing my business and using Guardians tax planning services. Cheers to a successful 2024 and stress free tax prep and planning courtesy of Guardian. Restless Roots Signs2024-04-16 It puts our mind at ease to know we can rely on your knowledge at tax time. We appreciate your attention to detail and personable method of bridging the distance with a video review of our taxes instead of a simple phone call. The few minutes it took to review everything wouldn’t necessitate an office meeting, but we felt like we had one all the same. dallaswinefan2024-04-15 Could not be a bigger fan of Guardian Solutions. They are savvy and diligent, I am 100% confident they are maximizing my return. Anthony Gemma2024-04-11 Great team to go to for your tax needs. They are extremely thorough and will work through your personal circumstances to ensure you get the best possible outcome with your tax burden. Communication is quick and dependable, and overall the experience is seamless. Would recommend Guardian Solutions to anyone. Nicole Shipper2024-04-09 Daniel has been very helpful with our business and personal taxes. He has great advice and recommendations for tax strategies and overall bookkeeping help. Would highly recommend! Morgan Munroe2024-03-29 Thank you for handling our personal and business taxes last year. We look forward to working with you again this year. Your services are professional with a personal touch. It’s great to feel confident in you and your team’s competence, especially with dealing with the IRS. Roy Millwood2024-03-13 Dan gave us the personalized service we wanted. For a very reasonable fee, we were well served. Our questions were answered quickly and professionally. We look forward to working with Dan and Guardian Solutions for years to come! Alexis Scott2024-03-01 Fast service and very helpful advice. The app they use is also very user friendly.