Welcome to Progreso Financial Services

About Us

Since 2008, we have been the trusted partner for small entrepreneurs and businesses seeking to grow and achieve their financial goals. We specialize in providing accounting advisory, financial planning, and permit and license management, ensuring compliance and success for each of our clients.

Our business is distinguished by having the proper certifications:

Financial and Accounting Advisory

Business Registrations

We handle all business registrations with state and federal authorities.

Business Financial Planning

We design customized strategies to optimize your business's financial health.

Personal Financial Planning

We help you structure a solid financial plan for your future.

Licenses and Permits

We provide guidance on obtaining and renewing permits for transportation companies, supermarkets, and more.

Retirement Services

We design retirement strategies, considering both government and private options.

Accounting and Tax Management

Business Accounting

Maintenance of accurate financial records.

Payroll Services

Salary management and compliance with labor regulations.

Sales Tax Filing

Tax compliance with different states.

Business and Personal Tax Preparation

We ensure accuracy and compliance in tax filing.

Vision

Providing quality service based on comprehensive and coordinated support at four levels:

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The integration of these levels is essential to achieving the quality of service we are committed to leading with equity and inclusion, creating a business culture that fosters a strong sense of belonging.

Each level integrates our responsibility and commitment toward them:

Our core values for achieving success in this responsibility are: Excellence, Creativity, Integrity, and Respect.

Mission

Our mission is based on knowledge, primarily because knowledge empowers us. By continuously improving and sharing our knowledge, we become a better resource for our clients. Staying up to date on trends and issues that impact what matters to our clients and industries, enhancing our training and credentials, and understanding achievements and best practices in relevant fields.

Why Choose Us?

Experience

Over 15 years of experience in the financial sector.

Credibility

Advisors certified by the IRS and regulatory entities.

Advisory Services

Personalized attention and tailored solutions.

Commitment

Commitment to the community and business development.

Contact Us

Join Our Team

If you want to be part of a dynamic and professional team, send us your resume and become part of Progress Financial Services

Attach your resume here.

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