The IRS could utilize the Tax Gap as a metric for assessing business results. #quanityvsquality
Bloom Financial Group
Accounting
Belgrade, Montana 13 followers
Bloom Financial Group: Cultivating Your Financial Growth
About us
At Bloom Financial Group, our mission is to provide exceptional value to our clients by guiding them through the complexities of the tax landscape. We understand that tax matters can be time-consuming and daunting for individuals and businesses, so we aim to establish long-term relationships with our clients. Our services, including tax preparation, tax planning, bookkeeping, and advisory, are designed to save our clients time, money, and stress. We are dedicated to ensuring our clients remain compliant with tax laws and regulations, guiding them with efficient and effective tax strategies that optimize their financial outcomes. By providing personalized and strategic advice, we help our clients make informed decisions that can lead to significant savings and overall financial success. In addition to our expertise in tax matters, we offer comprehensive guidance and support, alAt Bloom Financial Group, our mission is to provide exceptional value to our clients by helping them navigate the complexities of the tax landscape. We understand that tax matters can be time-consuming and daunting for individuals and businesses, so we strive to establish long-term relationships with our clients. Our services, including tax preparation, tax planning, bookkeeping, and advisory, aim to save our clients time, money, and headaches. We are dedicated to ensuring our clients remain compliant with tax laws and regulations, guiding them with efficient and effective tax strategies that optimize their financial outcomes. By providing personalized and strategic advice, we help our clients make informed decisions that can lead to significant savings and overall financial success. In addition to our expertise in tax matters, we offer comprehensive guidance and support, allowing our clients to access competent advice and reduce the risk of penalties and audits. Our goal is to alleviate the burden of tax compliance so that our clients can focus on sustaining and growing their businesses.
- Website
-
www.bloomfinancial1040.com
External link for Bloom Financial Group
- Industry
- Accounting
- Company size
- 1 employee
- Headquarters
- Belgrade, Montana
- Type
- Privately Held
- Founded
- 2023
- Specialties
- Individual and Business Tax, Bookkeeping, Tax Planning , Small Business, IRS Issue Resolution, and IRS Representation
Locations
-
Primary
Get directions
90 W Madison Ave
E-346
Belgrade, Montana 59714, US
Updates
-
After being contacted by the client who was confused about owing $11,000 in penalties, I reviewed their tax return and accessed their DIY tax preparation software account. It became apparent that they were on the verge of overpaying their estimated tax penalty by $9,000. The DIY software lacked the option to annualize income on Form 2210. If the client had not reached out, the IRS would have accepted the extra $9,000, leading the client to mistakenly believe they had paid the correct amount when, in reality, they had significantly overpaid penalties based on the timing of their income.
-
-
At Bloom Financial Group, we understand that financial success is about more than just numbers. It's a journey shaped by our deeply rooted beliefs, attitudes, and psychology – factors that traditional financial management often overlooks. Despite my expertise, I personally navigated the challenges of managing finances, gaining invaluable insights into the subconscious barriers that can hold individuals back from achieving their financial goals. This experience inspired us to adopt a truly holistic approach to financial management. We believe a comprehensive understanding of our client's financial mindsets is the key to unlocking their full potential. By exploring their unique beliefs, behaviors, and limiting patterns, we can identify and address the underlying factors that may hinder their financial success. Our personalized approach goes beyond crunching numbers and spreadsheets. We delve deep into each client's psyche, tailoring financial solutions that resonate with their individual needs, aspirations, and emotional relationship with money. At Bloom Financial Group, we're redefining what it means to manage finances. Join us on this transformative journey, where financial success is a harmonious blend of practical strategies and a profound understanding of the psychology that drives our choices.