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Get Affordable Advice Today. Improve Tomorrow.
IntelliAdvisor is the professional service firm of the future. Powered by technology and a team of dedicated advisors, we provide a new way to access legal, accounting, and tax services. Our process is built upon ease of access, affordability, and transparency. We deliver solutions to serve your needs. When you need it.
Tax & Accounting
We offer tax services to individuals and businesses through our partnership with our affiliate firm, Zaccardelli Financial Services. We collaborate with you to identify tax planning opportunities and maximize your savings. We will assist your business with its core accounting function and evaluate opportunities to maximize efficiencies.
Legal
We work with you on the day to day legal needs of your business or personal life. The attorneys of a closely affiliated law firm draft agreements and leverage our client-centric platform to deliver exceptional legal services. Our advisors will work with you to make sure you understand the legal documents and help to automate any repeatable processes.
Business Membership
Our Intelli Business Memberships are pefect for new entrepreneurs and business owners. We will work with you to build a membership to fit the needs of your growing business. We partner with you from business formation, through setting up your accounting software, drafting legal agreements, and preparing your first tax return. As your busines grows, we will grow with you and build a service plan to provide the legal support and tax advice you need.
Always in Touch
Whether you require assistance with business formation, contract creation, tax preparation, estate planning, or just a call to discuss an issue, we will be there. IntelliAdvisor offers subscription service plans, membership programs, and on demand support to fit your specific needs. And it is always based upon a flat rate price, so you can plan ahead.
What makes us different
Ease of Access
Cutting edge technology is used to deliver service and advice faster and with deeper actionable insights. A customized dashboard provides transparency into the process, so you always have clear view where the projects stand.
Affordable & Predictable Pricing
Flat rate pricing, so you have a clear picture of the project cost. Our pricing model matches your needs from on-demand service offerings to memberships to help grow you business. With a predictable price, you can put your focus where it is needed most.
Dedicated Advisors
Our advisors are there to answer your questions every step of the way. We partner with you to determine the right service offering to address your needs. With our subscription plan you have unlimited access to scheduled appointments with your advisors,so we will be there whenever you need us.
“Human progress is neither automatic nor inevitable… Every step toward the goal of justice requires sacrifice, suffering, and struggle; the tireless exertions and passionate concern of dedicated individuals.”
— Martin Luther King Jr.