Freedomfolio
Freedomfolio, Boston merkezli bir stratejik CPA firmasıdır. Hızla büyüyen girişimcilerin ihtiyaçlarına yönelik çözümler sunarak, onların işlerini daha sağlam temeller üzerine kurmalarına yardımcı olur. Profesyonel ekibimizle, işinizi bir adım öteye taşımak için buradayız.
About Freedomfolio
Who Is Freedomfolio?
Freedomfolio is a Boston-based strategic CPA firm dedicated to assisting founders of rapidly scaling businesses in achieving financial clarity and sustainable growth. Specializing in proactive tax advisory, structured bookkeeping, payroll systems, and forward-looking planning, Freedomfolio partners with founder-led service businesses generating $1M–$10M in revenue, including e-commerce sellers, homecare and wellness companies, real estate investors, and construction and trades businesses. Their mission is to build financial systems that drive clarity, reduce stress, and increase profitability, moving beyond mere compliance to foster growth.
Who Owns Freedomfolio?
Freedomfolio was founded by Shanli Liu, a Certified Tax Planner (CTP) and Certified Public Accountant (CPA). With a passion for real estate investing and a commitment to helping clients optimize their financial strategies, Shanli has been instrumental in shaping the firm's approach to tax planning and business advisory services.
When Was Freedomfolio Founded?
Freedomfolio was established in 2018, with its headquarters located at 53 State Street, Suite 500, Boston, MA 02109.
What Services Does Freedomfolio Offer?
Freedomfolio offers a comprehensive suite of services tailored to meet the unique needs of growing businesses. Their offerings include:
- Bookkeeping: Ensuring accurate and up-to-date financial records for clarity and control.
- Payroll: Streamlining payroll processes to ensure timely and accurate employee compensation.
- Tax Planning: Developing strategic tax plans to minimize liabilities and maximize savings.
- Cross-Border Tax Strategy: Navigating complex international tax regulations for businesses with global operations.
Freedomfolio Business Information
Freedomfolio is a privately held company specializing in accounting services, including tax planning, advisory, real estate strategies, business formation, and full-service accounting. The firm operates with a team of 2–10 employees and has saved clients over $5 million in taxes to date.
Freedomfolio Contact
For inquiries or to schedule a consultation, you can reach Freedomfolio through the following:
- Phone: (781) 309-6778
- Email: inquiries@freedomfolio.net
- Website: freedomfolio.net
- Address: 53 State Street, Suite 500, Boston, MA 02109
Freedomfolio Phone Number
The primary contact number for Freedomfolio is (781) 309-6778.
Freedomfolio Mobile Phone
No mobile phone number could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio Fax
No fax number could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio Email Address
The email address for Freedomfolio is inquiries@freedomfolio.net.
Freedomfolio Address
Freedomfolio is located at 53 State Street, Suite 500, Boston, MA 02109.
Freedomfolio Working Hours
Freedomfolio serves during weekday business hours; please get in touch for exact times.
What Time Does Freedomfolio Open?
Specific opening times for Freedomfolio are not specified; please contact the company directly for detailed information.
What Time Does Freedomfolio Close?
Specific closing times for Freedomfolio are not specified; please contact the company directly for detailed information.
Is Freedomfolio Open on Weekends?
Freedomfolio's weekend availability is not specified; please contact the company directly for detailed information.
Is Freedomfolio Open on Sundays?
Freedomfolio's Sunday availability is not specified; please contact the company directly for detailed information.
Freedomfolio Instagram
No Instagram account could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio Facebook
No Facebook page could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio Twitter (X)
No Twitter (X) account could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio LinkedIn
Freedomfolio has a LinkedIn page with 193 followers, providing updates and insights related to their services and industry.
Reviews 31
Working with Shirley to do my personal and business tax has exceeded my expectations. Shirley is extremely knowledgeable about different tax benefits that I was previously unaware about. I have already recommended her to a few colleagues!
I run a medical spa business, and managing finances used to be overwhelming. They streamlined my accounting, saved me on taxes, and set up an efficient financial system. Now, I have better clarity over my cash flow. Great service for small businesses!
Since becoming Shirley's client years ago, she has helped my family and my business save a lot of money. Shirley is also responsive and keeps an eye out for ways to save her clients money without you asking about it. There has been several instances this past year when I got checks from IRS due to tax credits that she applied for me and I had no idea! She alerts me on ppp and provides everything I need to get the funds as quickly as possible. I'm so glad that we have creliable on our side for everything from investments to retirement planning, wish I had known her sooner!
I have worked with Shirley Liu for many years and it has always been a great experience. My tax situation was getting complicated last year as I was moving in between several states for job purpose. Shirley was extremely helpful answering my questions and prepare materials in a timely and professional manner. I would strongly recommend Shirley to anyone who is seeking tax filing service.
Very good Tax service, you can communicate with Shirley, the CPA directly without communicating with other people. Response are quick and the tax return package is very professional with a list of all the forms she did for me. I highly recommend.
I have work with Shirley for many years. As a small business owner, Shirley helps me with everything that business owner needs, accounting, bookkeeping and taxes. She and her team are very professional and quickly response. Highly recommend!!!
Worked with Creliable again for tax filing this year. The experience has been as smooth as it could be- just upload my documents and receive feedback from accounts. Shirley Liu offered great help as I have filings from different states. Very good experience overrall!
You and your team did a wonderful job preparing the tax return. We really appreciate that. I can tell that your firm has strong expertise in real estate, which is rare. Very few CPAs know how to handle real estate tax. We look forward to partnering with you and your team in future as we continue to grow our wealth.
Nice attitude
Great team and great service!
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