We offer you more than just
a typical financial solutions co.
Tax Planning & Preparation
Taxes are best approached before year end. It gives our professionals the opportunity to utilize a variety of options to mitigate the taxes.
Our firm offers a complete range of bookkeeping services, including receivables, payables, and payroll management.
Secure Cloud Accounting
Slade & Company has partnered with some of the best and most reputable cloud accounting companies to bring you this innovative service.
Our advisors endeavor to learn as much as possible about a client’s financial life. We listen to the individual’s concerns, hopes, ideas, and goals.
Slade & Company represents individuals, small business owners in IRS tax disputes involving matters such as back taxes, collection actions, audits, tax appeals, and more.
Training & Support
Save hours of frustration by allowing us to setup the software for you correctly. We train you or your employees to properly operate the software specifically for your business.
We are independent advisors committed to providing our clients with financial clarity and success. We focus on assisting business owners, individuals and families achieve their short and long term financial goals. Slade & Company gets to know every client personally. We believe this is essential in the development and implementation of a successful financial strategy.
Our firm is driven by the belief that high ethical standards are needed now more than ever and should be the most important factor in the selection of an advisor Our story is best told in person, and we look forward to hearing yours.
Surprisingly, there is little regulation of individuals calling themselves financial planners or financial advisers. State and federal rules generally only apply to narrow parts of the financial planning process and have few checks to measure a financial advisors competence, experience, or ethics. Only those select advisors who have fulfilled the certification and renewal requirements of the Certified Financial Planner Board of Standards can display the CFP® certification marks after their name. CFP® professionals are dedicated to using a financial planning process that serves the needs of individuals, families and businesses. When selecting a financial planner to help you plan your future, begin with someone who has taken the time, care, and effort to become a CFP® professional.
Why Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner?