Your Money
Is Our Business
We specialize in tax preparation, planning, business consulting, new business formation
OUR VISION
Wishing you had a tax genius on speed dial? Well, now you do! Our team at Ultimate Liaison Financial Services (ULFS) listens to your financial story and creates a tax strategy that fits your life. Money makes more opportunities possible, but taxes and your financial future ensure the path is clear! That's why you should rely on our tax experts to ensure your success. Stop trying to make sense of the complicated tax code - we set you up for success by ensuring deductions, credits, and any other credits are maximized, so you're ready to rock and roll taxes with confidence.
So if you've got gig jobs, business ventures, or rentals under your belt (or maybe even a little of everything), our experts will find the best financial landscape for your situation! Not only that – but we'll find the deductions that won't have you missing those hard-earned dollars. Plus, no need to worry about pesky paperwork: just get started quickly with our secure client portal! Connect with us today - the sooner we chat, the bigger the payoff can be.
Whether you've got tax questions or just want to chat about how we can help, feel free to give us a ring at (919) 675-2774 or shoot us an email at Tax@TrustULS.com for a free consultation – our experts are ready when you are!
Services
provided
TAX PREPARATION
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Individual Tax Preparation
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Business Tax Return Preparation
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Gift & Estate Tax Return Preparation
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Partnership & Corporate Tax Preparation
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Estate and Succession Planning
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Out-of-State Returns
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Business Start-Ups
BUSINESS CONSULTING
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Strategic Planning & Execution
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Marketing Strategy Development
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Financial Analysis & Forecasting
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Organizational Design & Development
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Process Improvement
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Project Management Support
NEW BUSINESS FORMATION
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Initial business plan, including approach to marketing, financial planning, and management
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Assessing capital requirements and sources of funding
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Evaluating business structures
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Software & Automation Evaluation
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Billing system, collection policies, & budgeting procedures
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Assisting with required state, local permits & licenses
SMALL BUSINESS ACCOUNTING
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Generation of monthly reports & statements
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Preparation of Profit & Loss Statement
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Maintenance of Trial Balance
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Production of Balance Sheet
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Issuing General ledger Report
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Execution of Bank Reconciliation
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Payroll Reconciliation
Hello
My name is Kapri Jackson | @MsWallSt
Kapri Jackson – The Ultimate Liaison is more than just a business—it’s a movement. Ms. Wall Street has made it her mission to empower and inspire people to take control of their financial future and create wealth for themselves. She is a true testament to the power of hard work and determination.
Prior to launching her current venture, Kapri Jackson has been making waves in the business world for over a decade. With an impressive track record of successes, she has become a trusted voice of influence. She is known for her ability to connect people and resources, as well as providing innovative solutions that generate revenue.
Proud mother of 4, Kapri currently spends her time as an entrepreneur and business consultant. She spent years establishing a successful business and referral-based network through her innate ability to build solid corporate relationships and execute effective yet creative business strategies. Focused on building relationships and creating introductions among clients who share common interests, needs, and consumers for their growing businesses, she created The Ultimate Liaison Financial Services to further empower and inspire people to take control of their financial future and create wealth for themselves.
So if you’re looking for an experienced advisor to help grow your business or make the most of your money, contact Kapri Jackson – The Ultimate Liaison. With her, your money is her business!
Referrals
Referring clients to us is a win-win situation for everyone! Not only do the people you refer benefit from our professional services, but you can also earn money for each referral that's accepted. Refer a friend and get $50 for each accepted referral with no cap - so the more you refer, the more you make!
So, If you know someone who needs help managing your finances? Send them to get those numbers in order with our professional services.
We keep all of your personal, financial, and tax data secure and confidential - so you can depend on us for trusted support. Refer clients to us and let us show them the same outstanding service that you have come to know from us.
CONTACT
US
GET STARTED
OUR ADDRESS
Atlanta Financial Center
3343 Peachtree Rd NE Ste 145-1764
Atlanta, GA 30326
Email: Tax@Trustuls.com
Tel: 919-675-2774
For any general inquiries, please fill in the following contact form:
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