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1-2-3 Financial Services, Inc.

The Support You Deserve

Certified public accountant in West Warwick, RI (show on map)
Google 5.0
★★★★★
4 reviews

Full-service CPA firm in West Warwick, RI offering tax preparation, accounting, bookkeeping, payroll, and QuickBooks services for individuals and businesses.

Call (401) 823-5216
Navigate to Visit website
1-2-3 Financial Services, Inc. website

About

We are a full-service Accounting firm licensed in RI. We offer a broad range of services for business owners, executives, and independent professionals.

We are affordable, experienced, and friendly. Whether you're an individual or a business owner, taxes are a fact of life, but when you work with us, our dedicated team of tax and accounting professionals makes sure that you have one less thing to worry about. If you're looking for a cost-effective solution to managing your finances or feel like it's time you obtained an accurate picture of your financials so that you can make informed decisions about your financial future, we can help.

Full-service CPA firm licensed in Rhode Island
Free initial consultation
Broad range of services from tax prep to CFO-level advisory
QuickBooks setup, training, and support
IRS problem resolution — from audit representation to offers in compromise

Services

Tax Preparation & Planning

Comprehensive tax preparation for individuals and businesses, plus proactive tax planning to maximize deductions and credits and minimize tax liability.

Individual Tax Preparation Business Tax Preparation Tax Planning Estate & Trust Tax Services

IRS Problem Resolution

Full range of IRS representation and relief services including audit representation, non-filed returns, back taxes, payroll tax problems, liens, levies, wage garnishment, offers in compromise, and innocent spouse relief.

IRS Audit Representation Offer In Compromise Payment Plans Innocent Spouse Relief

Small Business Accounting

Full-service accounting for small businesses including bookkeeping, payroll, reviews and compilations, forensic accounting, and cash flow management.

Bookkeeping Payroll Reviews & Compilations Forensic Accounting

QuickBooks Services

QuickBooks setup, training, tune-up, and ongoing support for small to mid-sized business owners.

QuickBooks Setup QuickTune-up QuickBooks Tips QuickAnswers

Part-Time CFO Services

Strategic financial leadership for businesses that need executive-level financial guidance without a full-time CFO.

Financial Strategy Business Advisory Cash Flow Management

Business Advisory & Formation

Guidance for new business formation, succession planning, non-profit organizations, internal controls, and litigation support.

New Business Formation Succession Planning Non-Profit Organizations Litigation Support

Reviews

Google
Rating
5
★★★★★
Reviews
4
"Lou is very knowledgeable and always answers all my questions so promptly."

Frequently Asked Questions

What services does 1-2-3 Financial Services offer? +

We offer tax preparation and planning, IRS problem resolution, small business accounting, bookkeeping, payroll, QuickBooks services, part-time CFO services, business advisory, and financial planning for individuals and businesses.

What types of IRS problems can you help with? +

We handle IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, seizures, offers in compromise, payment plans, bankruptcy, and innocent spouse relief.

Do you serve business owners and individuals? +

Yes, we offer services for business owners, executives, independent professionals, and individuals. Our industry specialties include construction, hospitality, and real estate.

What area do you serve? +

We are based in West Warwick, RI and serve clients in the West Warwick and surrounding Rhode Island area.

Do you offer a free consultation? +

Yes, we offer a free initial consultation. Please call us at (401) 823-5216 or fill out the consultation form on our website.

What is the firm's approach to client service? +

Our firm is dedicated to professionalism, responsiveness, and quality. We provide close personal and professional attention to each client and strive to be available to provide insightful advice for informed financial decisions.

Contact 1-2-3 Financial Services, Inc.

1-2-3 Financial Services, Inc.
Category
Certified public accountant
Wheelchair Accessible
Call (401) 823-5216

Opening Hours

Monday
09:00–17:00
Tuesday
09:00–17:00
Wednesday
09:00–17:00
Thursday
09:00–17:00

Location

Location of 1-2-3 Financial Services, Inc., 470 E Greenwich Ave, West Warwick, RI 02893 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with 1-2-3 Financial Services, Inc.?

Reach out today to schedule a consultation.

(401) 823-5216

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