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
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!
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!!!
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 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.
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 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!
Freedomfolio has been an incredible partner in helping us manage multiple businesses across different industries. Their team handles everything with professionalism and organization, giving us real peace of mind. What sets Freedomfolio apart is that they’re more than just a CPA firm, they’re trusted advisors and true partners in our growth. Their guidance goes beyond taxes and bookkeeping, offering strategic insight and practical solutions that have been invaluable. We’re grateful for their continued support and highly recommend Freedomfolio to any business owner looking for a reliable and knowledgeable team.
I had the pleasure of working with Creliable Tax Consulting for my personal and business tax needs and was thoroughly impressed with their level of professionalism and expertise. They were responsive and answered all my questions in a clear and concise manner, making the whole process seamless and stress-free. The team at Creliable Tax Consulting clearly has a deep understanding of the tax code and they used their expertise to guide me through the entire process. Overall, I would highly recommend Creliable Tax Consulting to anyone in need of professional tax services. Thank you Shanli and your team for the outstanding service!
I started working with FreedomFolio for my accounting needs about a year ago, and I couldn't be more impressed! As a small business owner, finding a reliable and knowledgeable accounting firm is crucial, and FreedomFolio has exceeded all my expectations. They helped me streamline my bookkeeping process by integrating QuickBooks seamlessly with my existing systems. This saved me hours of manual data entry each week, allowing me to focus more on growing my business. As part of their proactive tax planning feature, they identified several deductions and credits that I was missing out on, resulting in significant tax savings. For instance, they advised me on the benefits of the Section 179 deduction, which allowed me to immediately expense the cost of new equipment instead of depreciating it over several years. This move alone saved my business over $12,000 in taxes last year! Their team also helped me set up a Solo 401(k), which not only boosted my retirement savings but also provided a substantial tax deduction. Whenever I have a question or need advice, their team is quick to respond with clear and actionable guidance. It's clear that they genuinely care about their clients and are dedicated to helping small businesses succeed. FreedomFolio has become an indispensable partner in my business's success. I highly recommend them to any small business owner looking for a reliable and knowledgeable accounting firm!
I struggled with taxes and accounting. This team made everything simple and helped me save on taxes. They built a financial system tailored to my needs, making bookkeeping effortless. Highly recommend for small businesses and startups!
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