Fortify Financial
When Your Bank Or The SBA Can’t Help, We Can!
We know how it can be to be turned down by the banks when your business really needs support to recover slowed revenue and operating costs while moving your business forward. We know what it’s like to be responsible for the incomes of households and not know how you’ll cut their check next week. We know what it’s like to build your dreams and see them begin to crumble because you just can afford the equipment to produce at the rate of the demand for your amazing products. That’s why at Fortify Financial we have partnered with underwriters who offer several nontraditional business funding options.
Our goal is to assist businesses with getting back to business, staying in business and scaling their business by providing the best small business and commercial lending options available without the restrictions most banks have. When the bank says ‘no’ we say ‘yes’!
*Pre-qualification No Credit Impact Application Available.
Nonprofit Funding Consultation
This service is for nonprofit leaders looking for creative funding options. i.e. grants, fundraisers, etc. We will evaluate your needs and decide if you’re a good fit for our services. If so, your consultation fee will be credited to any service you book with us.
Grant List Subscription
Our Grant List Subscription Includes: A monthly list of business and nonprofit grants including application links, requirements and any updates during the same month. Application completion and submission are add on options upon request for an additional fee.
Grant Package
This service provides the completion of 3 of our current grant applications on your behalf. Includes the submitting of the application and any required supplemental information supplied by you. If we must create the supplemental information (I.e. budget, business plan, etc.) those service fees will apply.
Restaurant Revitalization Fund Application Preparation
(GRANT INACTIVE)This service provides assistance with application completion and document submission. We do not guarantee approval, only proper submission of the application and required documents.
Individual Small Business Grant or Loan Application
This service includes the preparation and submittal of grant and loan applications. Depending on the complexity of the application, the listed rate is the STARTING rate only and may change based on the time needed to apply and the documentation required.
Small Business Grant and Loan Application Services
This service includes the preparation and submittal of grant and loan applications. Depending on the complexity of the application, the listed rate is the STARTING rate only and may change based on the time needed to apply and the documentation required.
Fortify Financial Business Funding Consultation
This service is for business owners looking to apply for nontraditional business funding for one of the following business products.
Small Business Loans
Business Line of Credit
Equipment Financing
SBA Loans
AR Financing
Merchant Cash Advance
Franchise Financing
Asset Based Loans
Fix N Flip Loans
Credit Card Processing
Startup Funding
Tax Audit / Bill Review
This service is for people who have received tax bill and need to have it reviewed for the purpose of possibly decreasing or eliminating the debt.
Tax Amendment
This service amends a previously filed tax return to correct errors. Please bring a copy of the tax return that requires amending.
VIRTUAL Tax Preparation Session
This service is for the preparation and electronic filing of your individual or business tax return. This is a virtual appointment conducted via ZOOM. The preparation rate begins at what we have posted for individual and business preparation here under services. Rates will adjust depending on the dynamics of your tax return and in this case the type of return. . I.e. rental properties, individual or business return, multiple states, etc.
VIRTUAL DROP OFF Tax Preparation Appointment
This service is for the preparation and electronic filing of your individual return. The preparation rate BEGINS at what we have posted for individual preparation here under services. Rates will adjust depending on the dynamics of your tax return and in this case the type of tax forms needed to complete the return. . I.e. rental properties, individual, multiple states, etc. If you have a business please select the Virtual Drop Off Tax Preparation Appointment for Business option.
Individual Tax Preparation & Planning
This service is for the preparation and electronic filing of your individual tax return. The preparation rate begins at what we have posted here. Rates may adjust depending on the dynamics of your tax return and additional tax form preparation. I.e. rental properties.
Business Tax Preparation and Planning Consultation (Not For Actual Tax Preparation)
This service is a 30 minute consultation regarding business taxes and tax liability reduction to assess your need and qualification for our preparation and bookkeeping services to ensure you keep more of your hard earned money.
Small Business Tax Preparation and Planning Session
This service is to prepare your small business return and provide strategic planning for the remainder of the year. Rate may adjust depending on business specifics and other forms needed such as rental properties, etc.
Yearly Bookkeeping Services
Next Level Bookkeeping and Tax Preparation Package
FEATURES & SERVICES
Unlimited Tax Consulting
Year-End State/Federal Business Tax Returns
Monthly Bottom Line
Quarterly Profit and Loss Statements
Year-to-Date Profit and Loss Statement
Bookkeeping
Secure Online Document Portal
Detailed Profit Plan
(4) 1 Hour Business Coaching Sessions
Tax Preparation for Business Entities
VIRTUAL Business Tax Preparation and Planning Session
This is a virtual appointment and everything will be handled via Zoom. This service is to prepare your small business return and provide strategic planning for the remainder of the year. This is only the basic rate and may adjust depending on the complexity of the business specifics and tax forms. You will be sent a zoom link and a google form link to upload your information prior to the appointment.
1099 Filing
This service creates 1099 forms for each employee, mails it to them and submits your copies to the IRS electronically. This service BEGINS with a flat set up fee of $150 and has an additional fee of $50 per 1099 employee with a 10 employee minimum. If the minimum is not met the fee is $75.00 per 1099 employee.
