ABOUT US

ForXtra is built around meeting the financial management and consulting needs of individuals and small businesses from start to finish, online and on the phone. We understand that our growth depends on the success of our clients. Our friendly staff will do our very best to answer any question you have and address all your financial issues. And if we can’t, we’ll point you in the right direction.


We Are…

AFFORDABLE

Let’s face it – all organizations and individuals meet financial challenges from time to time. We’re here to help, with reasonably priced and innovative financial and tax solutions.

CUSTOMIZABLE

We don’t do off-the-shelf. We treat every one of our clients as unique, with distinctive needs that require a specific mix of services. If none of our standard packages fit, we’ll work with you to create one that does.

VIRTUAL

No need to come to our offices—we take care of you online and over the phone. You can work with us from anywhere. That’s part of the Forxtra difference.

DEPENDABLE

ForXtra is known for robust, longstanding relationships with its clients. We leverage our experience, creativity, and professional networks to adapt our services to our clients’ ever-evolving needs

CREATIVE

We not only bring creativity to problem-solving—we aim to inspire our clients’ own business ingenuity by fostering learning, growth, and innovation. Our aim is to be a supportive partner in your success.

SECURE

Because our business is conducted online, we take special pains to ensure that your sensitive financial information is fully protected with state-of-the-art data security technology.

WE BUILD FINANCIAL SECURITY. THAT’S HOW WE BUILD TRUST.

Services

First, figure out what you need to accomplish. That’s Step Zero.

Once you have a clear idea of your goals, start prioritizing. Choose from the services below to get started. We offer packages— one-time and subscription—that cover all of them, in the combinations you’ll need. But just in case none of them is right for you, we also offer custom consultation.

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PERSONAL/BUSINESS TAX PREPARATION

At one time or another, we all face forks in our path through life. Getting married, receiving a promotion, leaving a company, becoming a parent – all represent a major upheaval in your life and finances. These changes can have a significant impact on your taxes. So, whether your tax return is simple or complex, we focus your tax filing experience with a convenient step-by-step interview designed to maximize your tax refund.

CREDIT REPAIR & TRADELINES

We provide quick and powerful solutions to remove erroneous negative accounts and late payments, to increase your FICO® credit score within a 3-45 day period. If needed, we develop an optimum plan for eliminating debt over time.If you’re looking to improve your credit score and unlock the potential that a high FICO® brings, you’ve come to the right place. We’ll tailor a custom plan complete with authorized user tradelines to get your score up to where you want it.

BUSINESS STARTUP, EXPANSION, IMPROVEMENT

Are you starting a new business, or do you have a business that you want to ramp up? The most critical step in beginning or building out a business is structuring it correctly. We can help you with a custom step-by-step plan, which can include funding pitches and investor/lender presentations.More generally, we’re often called upon to provide individuals, departments, and institutions with consultation aimed at developing or improving various services according to the client’s needs.

PAYROLL & BOOKKEEPING

Looking for a simple, cost-effective way to manage even the most complex payroll? Want to stop searching for lost paperwork and be able access both your payroll and human resources information from a single database? If you or your IT department doesn’t have the bandwidth to troubleshoot yet another enterprise software application, you’re ready for ForXtra.

Here Are the Steps We'll Take With You…

HOW WE WORK

WE MEET

We’re fully digital. We'll meet you where you are, working through online video chat, phone, and email. No need to waste your time in traffic—and time lost is money lost. We're here to put dollars in your pocket, not take them away.
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WE CUSTOMIZE

We review your immediate and longer-term needs and goals so we can customize a play-by-play for your personal or business financial situation. We provide a game plan from start to finish, and we'll do it in the most cost-effective way.
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WE EXECUTE

Now that the plan has been put together correctly, it can do its work. You put the plan into action. We continue to manage and monitor through one of our subscription packages. If you have questions or run into problems, we’re here to help.
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BASIC
$75/MO
Quarterly bookkeeping
Personal tax return preparation
Business tax return preparation
Email support only
 
 
 
 
 
PRO PACKAGE
$125/MO
Monthly bookkeeping
Personal tax return preparation
Business tax return preparation
Unlimited phone and email support
Limited IRS audit support/defense
Free Quickbooks online
 
 
 
ELITE PACKAGE
$200/MO
Weekly bookkeeping
Personal tax return preparation
Business tax return preparation
Unlimited phone and email support
Elite IRS audit support/defense
Free Quickbooks online
Free tax planner pro
Estimated tax payment preparation
Annual corporation renewal (fees apply)

NOT READY TO SUBSCRIBE? LET’S TALK.

Give your financial world a new face lift!