Transcend Financial Strategies, LLC. - Virginia Beach, Virginia

Introduction to Transcend Financial Strategies, LLC

Nestled in the heart of Virginia Beach, Virginia, Transcend Financial Strategies, LLC is a distinguished financial services firm dedicated to helping businesses and individuals navigate the complexities of financial management, taxation, and strategic planning. With a commitment to delivering personalized, high-quality service, this boutique firm has been serving the local community and beyond since its inception.

Main Services

• Certified Public Accounting (CPA) Services: Transcend Financial Strategies offers a comprehensive range of CPA services, including financial statement preparation, audits, and tax planning. Their team of certified professionals ensures compliance with the highest standards of the accounting industry.
• Business Consulting Services: The firm provides expert business consulting services, assisting clients in areas such as budgeting, financial forecasting, and operational efficiency. Their goal is to help businesses thrive and grow through strategic financial planning.
• Tax Preparation and Planning: Transcend Financial Strategies specializes in tax preparation for both businesses and individuals. Their proactive approach to tax planning helps clients minimize their tax liabilities and maximize their financial resources.
• Retirement Planning: The firm's retirement planning services are designed to help individuals and families plan for their financial future. Services include 401(k) plans, pension plans, and individual retirement accounts (IRAs).
• Estate and Trust Planning: Transcend Financial Strategies offers estate and trust planning services to help clients protect their assets and ensure a smooth transition of wealth to future generations.

Location and Access

Transcend Financial Strategies is conveniently located at 1284 Alanton Dr, Virginia Beach, VA 23454, United States, in the upscale Alanton neighborhood. The office is easily accessible via Interstate 264, which runs along the city's coastline, and is approximately 10 minutes from the Virginia Beach Boardwalk and the Virginia Beach Convention Center.

For those who prefer public transportation, the Virginia Beach Wave bus service operates nearby, with several stops within walking distance of the office. The closest bus stop is the Alanton Dr & North Landing Rd stop, served by route 43.

Parking is available on-site, with dedicated spaces for clients. The office also offers wheelchair-accessible parking to ensure that all clients can access their services with ease.

Featured Characteristics

• Experienced and Knowledgeable Team: The Transcend Financial Strategies team comprises certified public accountants, financial consultants, and tax specialists with years of experience in their respective fields. Their expertise and commitment to ongoing professional development ensure that clients receive the highest level of service.
• Personalized Approach: Unlike larger accounting firms, Transcend Financial Strategies takes a personalized approach to each client's financial needs. They take the time to understand each client's unique situation and develop a tailored plan to help them meet their financial goals.
• State-of-the-Art Technology: The firm employs advanced technology to streamline its services and improve client communication. They offer secure online portals for document sharing, e-signatures, and real-time access to client financial information.

Practical Information

• Opening Hours: Transcend Financial Strategies is open Monday through Friday, from 9:00 AM to 5:00 PM. However, the firm understands that clients may have busy schedules, and they are happy to accommodate appointments outside of these hours by prior arrangement.
• Contact Information: Clients can reach the firm by phone at 757-715-1664 or via email at [[email protected]](mailto:[email protected]). The firm's website, transcendfinancialstrategies.com, provides additional information about their services and team.
• Appointments: Transcend Financial Strategies recommends that clients schedule appointments in advance to ensure that they can provide the full attention required to address each client's unique financial needs.

Positive Aspects from Reviews

Although Transcend Financial Strategies currently has no reviews on Google My Business, their commitment to personalized service and client satisfaction is evident in their featured characteristics and practical information. Clients can expect a professional, yet approachable, team dedicated to helping them achieve their financial goals. The firm's convenient location, wheelchair-accessible parking, and flexible scheduling options further enhance the client experience.

In conclusion, Transcend Financial Strategies, LLC, stands as a trusted and reliable partner for individuals and businesses seeking expert financial guidance in Virginia Beach and beyond. Their comprehensive range of services, experienced team, and commitment to client satisfaction make them an excellent choice for anyone looking to navigate the complexities of the financial world with confidence and ease.