7109 N Bartlett Ave Ste. 205 Laredo, Tx 78041

FAQ'S

Frequently Asked Questions.

We strive to make our clients a priority on a daily basis and because of that, we welcome all questions or comments. Get in touch with us and let us help you with your finances.


FAQ's

We know that you have many questions. At Sanchez Financial, we try to answer and help educate you with the best answers. From payroll and bookkeeping to tax preparation and retirement planning, we can help you better understand the complexities.

What differentiates Sanchez Financial Consultants from online or other tax services?

There’s no doubt, a simple search of the World Wide Web will bring up a multitude of online tax preparation services. Each touting to walk you through the process of preparing your taxes yourself. In some cases—the simpler returns—this could be the way to go. However, with the ever-constant changes to federal tax laws, more complexed returns should always be left in the hands of professional accountants who are up to speed on the most current laws—especially when it comes to deductibles to reach your full potential of a positive return. 

SEE VIDEO

Do you include Tax Planning along with Tax Preparation services? 

Tax Planning is a critical service you’ll find at Sanchez Financial Consultants. Because our goal mirrors yours in seeing your company grow, our team of tax experts will work with you on how to improve your operations based on your current tax return to see a more positive return the following year. 

SEE VIDEO

Why choose Sanchez Financial Consulting for Bookkeeping and Payroll services?

Sanchez Financial Consultants is your one-stop-shop for bookkeeping and payroll services. No matter how small or large your company, our team of experts can manage your books so you can focus on what’s important to you—growing your business.

SEE VIDEO

How will teaming up with Sanchez Financial Consulting help my business grow? 

Along with providing you with you with accurate books, Sanchez Financial Consultants offers clients educate on becoming more efficient and effective in reaching overall earnings and profit goals through best-practice strategies, streamlining processes, along with insightful reports to provide new ideas to improve financial practices.

SEE VIDEO

Why is planning for retirement important?

Statistics show that people are living longer today than they were decades ago, so if there was ever a need for solid retirement planning, it’s now. Planning for retirement not only ensures an additional source of income but also helps in dealing with medical emergencies, fulfill life dreams, checking off bucket list goals, and be financially independent. 

SEE VIDEO

How can our team of professionals help you run your business efficiently?

At Sanchez Financial Consultants, we understand how time-consuming and complicated bookkeeping and payroll can be—but that’s what we’re good at. With our team working your backend, your time can be spent doing what you do best—managing your company.

SEE VIDEO

Additional FAQ's

  • I am interested in your tax preparation and planning services. Can you tell me about your fee structure?

    At Sanchez Financial Consultants, every tax return is important to us—no matter how simple or complex it may be. Our goal is to make sure we maximize each deducible you are legally intitled to, and to provide you with peace of mind that your return has been completed under all updated tax laws. Fees are determined by the complexity of the tax return and the amount of time dedicated to the return. 

  • Are there retirement options available that will meet specific budgets and goals?

    The simple answer to that is YES--but the key is to start early! The earlier one begins planning for retirement, the faster the retirement goal will be met, with the potential for a larger sum of income. 

  • I am interested in learning more about how you can help me plan for my retirement. Can you tell me about your fee structure?

    At Sanchez Financial Consultants, it is important for us to get to know each potential client to understand their retirement financial needs and goals. For this reason, the first meeting is always complimentary. Once a mutual understanding is met, fees will be determined based on the needs and goals of the client. 

Share by: