Business Details
46 Years
experience
Your Trusted Partner for Financial Services Solutions
At W3 Financial Group, we are dedicated to delivering comprehensive financial planning and accounting solutions tailored to meet the unique needs of individuals and businesses. With decades of combined experience, our team of certified professionals specializes in accounting, tax advisory, wealth management, and business consulting services. Our approach begins with understanding your financial history, current situation, and future aspirations to create personalized strategies that align with your goals.We prioritize proactive planning, transparent communication, and objective advice to help clients navigate complex financial landscapes. Our commitment to continuous education and industry certifications ensures that we stay ahead of evolving regulations and market trends. By fostering long-term partnerships, we aim to empower clients with the clarity and confidence needed to achieve lasting financial success.
Services
Accounting
Tax Services
Wealth Management
Business Consulting
Retirement Planning
Investment Management
Business Valuation
Financial Planning
Risk Management
Life Insurance
Details
- Year established: 1980
Highlights and features
- We have over 40 years of experience in accounting and financial planning.
- Our team includes certified professionals with CPA, CFP, and CVA designations.
- We offer personalized strategies tailored to your unique financial goals.
- We provide proactive tax planning to minimize liabilities and maximize savings.
- We maintain transparent communication and free-flowing dialogue with clients.
Associations and certifications
- CPA
- CFP
- CVA
Services
Accounting
Our accounting services ensure accurate financial record-keeping and reporting, helping businesses maintain compliance and make informed decisions. We handle everything from daily transactions to year-end audits, providing clarity and strategic insights. Our team works closely with clients to streamline processes and improve profitability.
Tax Services
We offer comprehensive tax planning and preparation services to minimize liabilities and ensure compliance with evolving regulations. Our experts analyze your financial situation to identify savings opportunities and implement proactive strategies. From individual returns to complex business filings, we deliver accurate, timely solutions.
Wealth Management
Our wealth management services focus on long-term financial security through personalized investment strategies and retirement planning. We assess risk tolerance, goals, and market trends to create diversified portfolios. Ongoing monitoring ensures your plan adapts to life changes and economic shifts.
Business Consulting
We provide actionable insights to help businesses grow, optimize operations, and navigate challenges. Our consultants analyze financial health, market position, and operational efficiency to develop tailored solutions. Services include succession planning, expansion strategies, and crisis management support.
Retirement Planning
We design retirement plans that align with your lifestyle goals and financial realities. From 401(k)s to defined benefit plans, we help clients maximize savings while minimizing tax burdens. Our team also assists with estate planning and succession strategies for business owners.
People
Frank P. Bevilacqua
Principal
With over 40 years of experience, Frank specializes in accounting and business advisory services. He focuses on delivering strategic solutions to help clients achieve long-term financial success.
Frank Bevilacqua II
President & CEO
As President and CEO, Frank leads W3 Financial Group with a commitment to excellence in financial planning and client service. He holds CPA and CFP certifications.
Shelby Morgan
Principal
Shelby brings decades of expertise in wealth management and investment strategies, guiding clients toward secure financial futures through personalized advisory services.
Bill Schiffman
Principal
Bill specializes in accounting and tax advisory, offering clients strategic insights to optimize financial performance and compliance with regulatory standards.
Laura Steffey Moss
Financial Advisor
Laura provides comprehensive financial planning services, focusing on retirement strategies and investment management to help clients meet their long-term goals.
Questions
What should I do if I receive an IRS notice about my taxes?
Read the notice carefully, understand the issue, and contact your CPA immediately to resolve it promptly.
How do you track the status of a tax refund?
Check the IRS website using your Social Security number, filing status, and expected refund amount.
How long should I keep my tax records?
Keep records for at least three years from filing or payment date, but longer for safety.
Can I deduct home office expenses for my business?
Yes, if the space is exclusively used for business and is your principal place of work.
What is the difference between a Roth and traditional IRA?
Roth IRA contributions are taxed upfront but withdrawals are tax-free; traditional IRA offers tax deductions now with taxable withdrawals later.
What steps can improve my business's cash flow?
Incentivize early payments, optimize inventory, use digital payments, and review pricing strategies regularly.
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