Arete Financial Solutions, LLC is a comprehensive financial and legal services firm dedicated to achieving excellence in every aspect of client support. Specializing in integrated tax, accounting, legal, and financial planning services, the firm serves as a one-stop solution for individuals, families, and small to mid-sized businesses seeking complete financial well-being.
Inspired by the ancient Greek concept of “arete,” meaning excellence and the fulfillment of purpose, the firm takes a holistic and personalized approach to each client’s unique needs. Their dedicated team of enrolled agents, attorneys, accountants, and financial planners works collaboratively to provide peace of mind, minimize liabilities, and help clients reach both personal and business goals through tailored strategies and regular reviews.
Services Offered
- Tax preparation for individuals and businesses
- Audit assistance
- Business tax consulting
- Advanced tax planning
- Payroll processing
- Financial reporting
- Budget analysis
- Estate planning
- Probate services
- Trust administration
- Business transactional services
- Entity formations
- Contract drafting and negotiations
- Partnership, real estate, and other agreements
- Retirement planning
- College savings planning
- Personal investing strategies
- Comprehensive accounting services
- Wealth management
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Based in Goodyear, Arizona, Arete team serves clients across the Phoenix metropolitan area and beyond, offering expertise in both personal and business financial landscapes. Their commitment to effectiveness, efficiency, and high moral character underscores every client interaction, supporting both community and client growth.
