© 2019 MOA Financial Solutions, LLC

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MOA

Financial

Solutions

Specializing in Financial Planning,

Tax Preparation, and Bookkeeping

for Small Businesses & Individuals

 

 

SERVICES PROVIDED

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TAX PREPARATION

Sending tax documents to the government can often be a complex and time-consuming process. If you’d like to have a professional tax preparer handle your work, we’re ready to provide the attention to detail the job demands. Our firm offers support to both individuals and small businesses. When you want guidance, getting in touch is easy because we:

  • Deliver quick responses

  • Offer flexible hours

  • Can assist with ITIN applications

You can visit us, sit down with a tax preparer, and learn more about how you may be able to get more money from your return. So contact our office today and learn how we can help you.

BOOKKEEPING

 

We have a full range of accounting bookkeeping services to help you with your business needs. Focus your attention on your business and leave this part to us. 

 

• Small business accounting

• Bank reconciliation

• Accounts receivable

• Accounts payable

• Bookkeeping cleanup

• Income statement, balance sheet, general ledger

• Custom reports

LIFE INSURANCE

 

I know that when it comes to life insurance, there’s not a one-size-fits-all solution. I will take the time to educate you and help you choose from among the many available options.

There are two main categories of life insurance:

  • Term life insurance protects you for a certain number of years, or a “term.” This is usually a more inexpensive option.

  • Whole life insurance lasts for your entire lifetime. Premiums are typically more expensive, but your policy can build a cash value.

There are variations within each category, and I'll help you decide which policy is right for you. You don’t have to tackle this task alone.

TRANSLATION SERVICES

We provide full range of Translation Services including English/Spanish translations while you wait. You may also choose to drop off your documents at our office and we will contact you when your translation is completed.

  • Document Services

  • Proofreading/Editing

  • Technical Translation

  • Summarizing

MARIELLE O. AVILA
PRESIDENT

 

Marielle began her business in 2011, offering basic tax preparation for individuals. In 2017, she decided to expand her offerings to include bookkeeping services to small businesses and financial literacy education to the community at large.

 

She saw other clients struggle to keep up with the success of their business and with keeping track of their back office tasks. She offers remote services to save her clients overhead costs and has been able to save her clients time and stress by meticulously organizing and keeping their financial records up to date thus keeping tax time hassle-free.

 

Marielle’s consistency and reliability along with her vast knowledge has helped her business grow tremendously. She understands the power of numbers and wants to convey this to her clients to help them plan and grow financially. This is also why she’s taken it upon herself to educate her community about financial literacy.

Marielle is proud to serve Frederick, MD and the surrounding area. She’s lived there for 15 years with her husband and 2 children.

 
 

CONTACT

MOA Financial Solutions

Email: info@moafinancialsolutions.com
Tel:  240-405-5081

 For general inquiries, please use the following contact form: