Expert Tax & Financial Solutions for Individuals & Businesses
Navigating taxes and finances doesn’t have to be overwhelming. As your trusted tax and accounting professional, I simplify the process, ensure accuracy, and provide strategic guidance—helping you achieve financial clarity and success.
Quick Highlights
20+ Years of Expertise in Tax Returns & Business Formation
With decades of experience, we specialize in both personal and business tax services. From maximizing your individual refunds to setting up and growing LLCs, we deliver solutions that save you money and secure your financial future.
Our Comprehensive Services
For Individuals
Peace of Mind & Maximum Refunds
Tax Preparation & Filing
Accurate preparation and e-filing of state and federal returns.
Tax Planning & Strategy
Year-round advice to reduce liability and improve outcomes.
Audit Representation
Expert support in the event of an IRS or state audit.
For Businesses
Strategic Growth & Compliance
Business Tax Preparation
Filing for Sole Proprietors, Partnerships, S-Corps & C-Corps.
Bookkeeping & Financial Statements
Clear financial reporting for better decision-making.
Payroll Services
Efficient, accurate payroll with reporting and direct deposit.
Business Consulting & Planning
Smart strategies for growth and tax efficiency.
Your Path to Business Ownership
Forming an LLC doesn’t need to be complicated. We guide you step by step so your business is built on a strong legal and financial foundation. Our Process Includes:
Business Name Search & Reservation
Ensure your desired name is available.
Registered Agent Service
Reliable, professional representation.
Articles of Organization Filing
Legally establish your LLC.
EIN Registration
Secure your federal tax ID number.
Operating Agreement Drafting
Define roles, ownership & responsibilities.
Post-Formation Compliance
Ongoing support including Annual Report Filing.
Value-Added Benefits
Personalized Consultations tailored to your unique needs.
Secure Client Portal for safe document sharing.
Flexible Virtual Appointments at your convenience.
Year-Round Support—because tax and business planning never stop.
Need Funds Fast?
Get a Refund Advance Loan of up to $7,000 for individuals (and higher amounts for eligible businesses).
No credit check required.
Repayment automatically deducted from your refund.
Why Choose Us
Trusted, High-Quality Accounting & Tax Services
We deliver professional, accurate, and affordable tax solutions with a personal touch. With decades of proven experience, you can rely on us for financial confidence year after year.
Our Blog
Stay Updated With the Latest Insights & Articles
Explore expert tips, guides, and resources on accounting, tax strategies, business planning, and financial management. At Sally & Sam Ventures LLC, we share valuable knowledge to help you make smarter financial decisions.
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Testimonials
What Our Clients Say About Sally & Sam Ventures LLC
Awards & Recognition
Celebrating Excellence in Tax Filing & LLC Services with Sally & Sam Ventures LLC
435
BUSINESS SERVED
1434
TAX RETURNS FILED
700
PAYROLL SETUP
443K
$ SAVED IN TAXES
150+
TAX PROFESSIONALS