Financial Solutions for Individuals, Entrepreneurs, and Growing Businesses.
Tax, Credit, Funding & Notary Services
Financial Solutions for Individuals, Entrepreneurs, and Growing Businesses.
Financial Solutions for Individuals, Entrepreneurs, and Growing Businesses.
Financial Solutions for Individuals, Entrepreneurs, and Growing Businesses.
Accurate tax preparation for individuals and business owners.
Individual tax returns with standard income and deductions, as well for freelancers, independent contractors, and small business owners.
(W-2 + Schedule C).
Correction of previously filed returns and IRS amendment submissions.
Additional schedules and filings priced based on complexity.
Credit review and dispute assistance to help improve financial standing.
Full analysis of credit reports identifying inaccurate or questionable items.
Ongoing monitoring and dispute follow-up as needed.
Credit dispute assistance: Preparation and submission of dispute documentation to credit bureaus. ($249 initial setup fee)
Assistance preparing identity theft affidavits and reporting documentation.
Preparation of professional funding packages for business loan and capital applications.
Review of financials, credit, and documentation required for funding applications.
Includes:
• lender-ready funding profile
• loan summary preparation
• document organization
• lender submission coordination
We assist business owners with preparing and coordinating business funding opportunities through banks, SBA lenders, and commercial financing institutions. Services include preparing funding documentation, organizing financials, and coordinating lender submissions.
If funding is successfully secured, a 12.5% contingency fee applies. No contingency fee/success fee is charged if funding is not approved.
Professional notarization services for individuals and businesses.
Basic document notarization.
On-site notarization at your location. (Evening or urgent service requests)
After Hours / Emergency Notary — $50 travel fee
Loan packages and complex document notarization.
After Hours / Emergency LSA— $50 travel fee
At Burley & Smith Management LLC, we empower entrepreneurs with tailored tax strategies, seamless notary solutions, digital product development, and automation guidance. Our mission: to unlock sustainable growth through expert, actionable insight.
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