Protecting your personal assets and optimizing your financial wealth
At 123 Financial Services, Inc., we believe that our clients are the foundation of our business, and our commitment to their success is unwavering. As a full-service accounting firm, we provide a wide range of services designed to meet the unique needs of individuals and businesses in the West Warwick, Rhode Island area. With years of experience, our team of experts is dedicated to delivering exceptional service, expert guidance, and personalized support to help our clients achieve their financial goals.
Our Values
At the heart of our organization are three core values that guide our interactions with our clients and our community. These values - integrity, expertise, and responsiveness - are the foundation of our business and set us apart from other accounting firms. We strive to uphold these values in every aspect of our work, from the services we offer to the way we interact with our clients.
Our Services
We understand that every individual and business has unique financial needs, which is why we offer a comprehensive range of services designed to meet the specific needs of our clients. Whether you're looking for tax preparation and planning, financial planning and strategy, or a combination of both, we have the expertise and experience to help you achieve your financial goals. Our services include:
- Individual Tax Preparation: From tax planning to preparation and filing, our experienced accounting professionals will help you navigate the complexities of individual tax preparation.
- Business Tax Preparation: Our firm helps businesses of all sizes prepare and file their tax returns, ensuring compliance with tax laws and regulations.
- Elder Care: As families navigate the challenges of elder care, our services include financial planning, inheritance planning, and Medicaid planning to help ensure the well-being of your loved ones.
- Business Services: Our accounting services for businesses include accounting, bookkeeping, payroll, and more to help you manage your finances efficiently.
- QuickBooks Services: Our expertise in QuickBooks setup, training, and support helps individuals and businesses optimize their financial operations with this powerful accounting software.
Client Reviews
We value the trust our clients place in us and strive to deliver exceptional service and results. We invite you to read the testimonials of our satisfied clients and learn more about the ways we've helped them achieve their financial goals.
Get Started
If you're looking for a trusted partner to help you navigate the complexities of personal or business finances, we invite you to contact us today. Our team is dedicated to providing exceptional service and expert guidance to help you achieve your financial goals.

Be the first to review 1-2-3 Financial Service.
Write a Review