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WELCOME TO CLOUDIA ADVISORY, INC

Cloud-based Company, Providing Financial, Accounting, and Tax Services,  

based on latest innovations and planning strategies.

SERVICES WE OFFER

Investment Planning & 

Insurance Services

 Are you ready to make your dreams a reality? Financial security begins with Putting All Trust in us. We have financial planning tools and strategies to help you achieve your unique financial goals. We have Licensed Life Insurance Agents, and we can help you build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. We can also provide you with a complete range of different investment opportunities.

Business Planning &

Financial Reporting

 Give your business the opportunity to succeed with fully automated accounting and bookkeeping tools. Ask us for stress-free financial reporting and planning with QBO: #1 accounting software for small businesses. Get paid faster and smarter and keep track of all expenditures in one place and on the go. Learn about free apps like Melio, GoPayment, Bill.com, etc. We can help you implement a time-saving system, that fits your needs and adapt it to the new challenges.

Tax Planning & 

Tax Resolutions

 We can represent you before many taxing authorities. We have achieved a level of competence that can ensure our clients are being accurately represented before the various federal and state tax agencies. This includes IRS Audits and Tax Resolutions, Personal and Corporation Tax Return Preparation and Representation, Sales Tax Issues, 941 Payroll tax Cases, Gift Taxes, Estate and Trust Tax Preparation, Nonresident Federal and State Tax Returns, etc.

We love serving you! 

"Didi is the hardest working accountant I've ever met. In 2018, I came to her with a challenging, almost impossible, tax situation, and she utilized every resource under the sun to curate an honest and accurate return. 

I'd highly recommend Didi for any accountancy and life insurance needs and I am ​grateful to know such a dedicated professional."

Keith

© Cloudia Advisory, Inc

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