About Us
Investments
Since 2012, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? We would be glad to help.
Insurance
We provide Insurance options for Individuals and Businesses. We specialize in Employee Benefits and identifying gaps in Insurance coverage between work and personal plans.
Bookkeeping
Full Service bookkeeping, from start to finish. Payroll also available. We can customize our pricing based on what your needs are.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
tax preparation
Personal and Corporate Income Tax. We go above and beyond for our clients to make sure that they are receiving the best possible refund.
Our Personal Taxes start at $45 and go up from there depending on the amount of slips.
Corporate taxes start at a base of $495 + $60 per hour for prep-time.
Our Team
Rebecca May-gorges
Rebecca has been an advisor since 2012. She is the owner of Willow Point Financial Services. She has over 20 years of business experience at all levels. Her approach to working with clients is to involve them in all aspects of their financial future, to provide education on products and services, and to holistically take care of clients.
Willow
Willow is our CCO (Chief Cuteness officer). She is always up for snuggles and fetch. Willow specializes in brightening everyone's day and being extremely adorable.
Winston
Winston is the VP of our cuteness department. While he is still quite new to the world of business, Winston has already proven to be excellent at his job. He is a pleasure to work with, and we all love having him around the office.
In his free time, Winston enjoys napping and cuddles.
Announcement
We have mixed feelings about this Announcement but we are moving our offices.
Due to rising costs of overhead and expenses, we decided to downsize our office space.
We are still doing taxes so please feel free to call or text at 3065000557 if you would still like us to complete them for you.