New Financial Management is dedicated to providing high standard professional tax return preparation and bookkeeping services to individuals and small businesses. Our mission is to provide personalized tax preparation and accountant standard bookkeeping services to individuals and small businesses at reasonable prices.
Services
At New Financial Management LLC, we understand that filing tax returns and maintaining sophisticated bookkeeping is not always easy. We are dedicated to providing our best services to you or your business to free you from burden of tax preparation and bookkeeping. New Financial Management's owner, Cindy Liu, is a CPA with many years of hands-on experiences in tax return preparation both for individuals and small businesses.
New Financial Management exists to solve the critical issues facing our clients, both large and small. Our unique approach is not only what differentiates us, but also what makes us successful. We provide a broad range of services and solutions to meet individuals and small businesses' needs in tax return preparation and bookkeeping.
Reviews (7)
Shulin He
May 05, 2021
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Xue Zhong Zheng
May 05, 2021
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Hongjie Liu
Apr 30, 2021
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Grace Hu
Apr 28, 2021
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Zamir Margalit
Apr 19, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Cindy is a true professional! she communicates well and in an expeditious manner. Her work output is precise and completed quickly. Her fees are reasonable and very fair. I see no reason for anyone to be disappointed when using Cindy as their tax preparer.
Cindy is a true professional! she communicates well and in an expeditious manner. Her work output is precise and completed quickly. Her fees are reasonable and very fair. I see no reason for anyone to be disappointed when using Cindy as their tax preparer.
Al Vallejos
Dec 14, 2020
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Dongmei Li
May 20, 2020
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My husband and I strongly recommend Cindy Liu, CPA & CFA. We would like to give her services a five star rating. Cindy has a great client-serving attitude, always communicating with us quickly and responds to our questions and needs warmly, which is not easy to find among accountants nowadays. Cindy is well trained with profound knowledge in accounting and finance and has rich experiences in both individual and business tax preparation. She is highly efficient and has helped maximize our tax outcome consistently. We trust her. With her services, we don’t need to worry about our tax preparation
