About Us

Having 20+ years of tax preparation and bookkeeping/accounting, allows me to be able to answer those nagging questions. I business is all about reducing stress for my clients by allowing them to have an expert in their corner when it comes to those areas that they never got into business to do.

How We Got Started

I found that many small business owners did not have their tax properly prepared. They were to complicated for those store front tax preparation places that pop up in January of each year and they were too small for those larger CPA firms. The cost that they found trying to do business with others was out of line with their cash flow.

The products and services we offer

Products & Services
With Intuit continuing to increase the cost of QBO, I have worked with some resources to improve the value of having a version of QuickBooks availa...
Grow your wealth with an expertly managed investment portfolio. Innovative Wealth Resources, Inc. offers portfolio management to high net worth ind...
A smart, flexible, realistic budget is the backbone of your business. Innovative Wealth Resources, Inc. offers budgeting services to business owner...
Recommendations Given (13)
"Outstanding service..."
"Billie is very knowledgeable and caring. "
Recent Activity

Thomas from Innovative Wealth Resources, Inc. Answered this on May 26, 2020
Many of the answers deal with what he did and did not do. Find out the cost of finishing the work that he did not do and pay him the difference. Contact me, if you need more information. (more) Many of the answers deal with what he did and did not do. Find out the cost of finishing the work that he did not do and pay him the difference. Contact me, if you need more information.

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!

Team

Founder/CEO