Baldridge Financial
5.0 stars · 7 reviews · Serves TX
Baldridge Financial Services specializes in comprehensive financial planning and tax solutions for small to medium-sized business owners with significant wealth and complex tax situations, offering personalized services such as bookkeeping, tax filing, financial strategy development, and investment oversight to align business finances with personal goals.
Services
- Bookkeeping
- Tax Preparation
Reviews
Nikita Bier
5 stars
2024-02-15T22:21:56.491+00:00
Extremely experienced with S-Corp taxation and optimizing deductions
Dan Hagberg
5 stars
2024-02-12T22:57:52.657+00:00
does all my taxes and books and might be the smartest guy I know
Symoné B. Beez
5 stars
2024-02-12T22:57:52.657+00:00
I love my CPA and his team @baldridgecpa
Blake Burge
5 stars
2024-02-12T22:57:52.657+00:00
Have used baldridgecpa for the better part of two years. Simple, easy and provides a detailed monthly breakdown and dashboard I love.
Eric Jorgenson
5 stars
2024-02-12T22:57:52.657+00:00
@baldridgecpa FOR LIFE. I AM a client, I love that he is philosophically aligned. Minimize taxes, yes, but without adding headaches or anything getting in the way of a good life. His approach blends Tax and Financial planning in means bigger picture, deeper relationship. Feels like a personal CFO.
Chris Powers
5 stars
2024-02-12T22:57:52.657+00:00
I use him and so do all my companies.
Nick Huber
5 stars
2024-02-12T22:57:52.657+00:00
Mitchell Baldridge is a badass. Highly recommend.