Transcend Financial Strategies, LLC. - Virginia Beach, Virginia

Introduction

Transcend Financial Strategies, LLC, conveniently situated at 1284 Alanton Dr, Virginia Beach, VA 23454, United States, is a distinguished financial services firm dedicated to empowering businesses and individuals to transcend their financial boundaries. With a commitment to personalized service, expert guidance, and innovative strategies, Transcend Financial Strategies has been serving the Virginia Beach community and beyond since its inception.

Main Services

Transcend Financial Strategies offers a comprehensive suite of services tailored to meet the diverse financial needs of its clients. Their main services include:

• Certified Public Accountant (CPA) Services: The team at Transcend Financial Strategies comprises certified public accountants who provide expert guidance on tax planning, preparation, and compliance. They stay updated with the ever-changing tax laws to ensure their clients always stay compliant and take full advantage of available tax benefits.
• Business-to-Business Services: Transcend Financial Strategies understands the unique financial challenges faced by businesses. They offer a range of business services, including auditing, accounting, and consulting, to help businesses streamline their operations, improve profitability, and plan for future growth.
• Financial Consulting: The firm's financial consultants work closely with clients to understand their financial goals and provide tailored strategies to help them achieve these objectives. This includes retirement planning, investment strategies, and wealth management.
• Tax Preparation Services: Transcend Financial Strategies offers professional tax preparation services for individuals and businesses. Their team ensures accurate and efficient preparation of tax returns, maximizing deductions, and minimizing tax liabilities.

Location and Access

Transcend Financial Strategies is located in the Alanton neighborhood of Virginia Beach, a bustling area with a mix of residential and commercial properties. The office is situated off Independence Blvd, providing easy access via major roadways. The surrounding area is well-developed, with numerous restaurants, shops, and other professional services nearby.

For those relying on public transportation, the Virginia Beach Public Transportation system offers several bus routes that stop near the office. The closest stop is the Alanton Apartments stop on Independence Blvd, served by routes 21 and 27.

Clients who drive can find ample parking available in the office's wheelchair-accessible car park. The parking lot is spacious and well-lit, ensuring a secure and convenient parking experience.

Featured Characteristics

Transcend Financial Strategies stands out for its commitment to client-centric service and professional excellence. Some of the firm's featured characteristics include:

• Personalized Service: Unlike larger accounting firms, Transcend Financial Strategies prioritizes personalized service. They take the time to understand each client's unique financial situation and provide tailored solutions that align with their specific needs and goals.
• Expertise and Experience: The team at Transcend Financial Strategies boasts a wealth of experience and expertise in the financial services industry. Their professional certifications and continuous learning ensure they provide top-notch service to their clients.
• Tech-Savvy Approach: Transcend Financial Strategies embraces technology to enhance the client experience. They offer secure, online portals for document exchange and use state-of-the-art software for tax preparation and financial planning.
• Community Involvement: Transcend Financial Strategies is not just a business; it's a community partner. The firm actively participates in local events and initiatives, demonstrating its commitment to the Virginia Beach community.

Practical Information

Transcend Financial Strategies operates during standard business hours, Monday through Friday. However, the firm also offers flexible scheduling, including evening and weekend appointments, to accommodate clients with busy schedules. It's recommended to schedule an appointment before visiting, as walk-ins may not always be accommodated.

The office is wheelchair-accessible, with a ramp leading to the entrance and a spacious, well-lit parking lot. The interior is modern and comfortable, with a welcoming reception area and private offices for client consultations.

Transcend Financial Strategies accepts various payment methods, including cash, checks, and major credit cards. They also offer convenient payment plans to make their services more affordable for clients.

Positive Aspects from Reviews

Although Transcend Financial Strategies has no reviews on Google My Business, the firm's commitment to client satisfaction is evident in its featured characteristics and the quality of its services. Clients can expect:

• Professionalism and Expertise: The team at Transcend Financial Strategies brings a high level of professionalism and expertise to every client interaction. They take the time to explain complex financial concepts in understandable terms and provide practical solutions tailored to each client's unique situation.
• Responsiveness and Communication: Transcend Financial Strategies values open communication with its clients. They promptly respond to client inquiries and keep clients informed about the progress of their financial plans or tax preparations.
• Attention to Detail: The firm's meticulous approach to financial planning and tax preparation ensures that no detail is overlooked. This attention to detail helps clients maximize their financial benefits and stay compliant with tax laws.

In conclusion, Transcend Financial Strategies, LLC, is more than just a financial services firm. It's a trusted partner dedicated to empowering clients to transcend their financial boundaries. With a comprehensive range of services, a commitment to personalized service, and a team of experienced professionals, Transcend Financial Strategies is well-positioned to help clients achieve their financial goals.