Affluent Financial Services is a US-based accounting firm that provides professional services for small and medium-sized businesses. The company provides audit & assurance services, bookkeeping & accounting services, outsourced CFO services, payroll processing services, and tax planning & preparation services.

Affluent offers help with audit and assurance and provide an audit of financial statements (US GAAP, IFRS), internal audit, audit of employee benefit plans, review of financial statements, and compilation of financial statements.

Affluent provides accounting and bookkeeping services such as outsourced bookkeeping services, outsourced CFO services, and payroll processing & reporting.

Their CFO services include developing, maintaining, and improving Governance Standards. Also, they provide a sounding board to CEO/Founders, succession planning, and establishing advisory boards. Affluent help with vendor/ distributor due diligence and IT implementation. Additionally, they will assist with business plans, fundraising, business improvement, decision making, operational support, and deal assistance.

Affluent provides tax planning and preparation services such as individual tax return filing (Forms 1040, 1040A, 1040EZ, 1040NR, and 1040NR-EZ), C-corps tax returns (Form 1120), S-corps tax returns (Form K1), partnership tax returns (Form 1065), non-profit tax returns (Forms 990, 990EZ and 990N).

Advisory services provided by Affluent include business valuations, cash flow analysis, financial modeling & projections, business plan preparation, infrastructure development, accounting & financial reporting. Also, they offer advice on accounting policy, review of internal controls, complex business transactions, options & employee incentives, and bank or alternative financing. Moreover, Affluent will assist in securing venture capital funds for start-up acquisition or expansion financing and perform operations efficiency & effectiveness audits.



All Companies and businesses, big or small, require professional accounting services to provide comprehensive financial information so that the company’s management or business owners can make informed business decisions and plan strategies to grow their business and achieve their financial goals.


At AFS, our goal is to help ensure the viability and success of every organization we serve. Our business advisory services include: Business Valuations Cash Flow Analysis Financial Modeling/Projections Business Plan Preparation Infrastructure Development, including Accounting & Financial Reporting Advice on Accounting Policy Review of Internal Controls Complex Business Transactions Options and Employee Incentives Bank or Alternative Financing Assist in Securing Venture Capital Funds for Start-up Acquisition or Expansion Financing Perform Operations Efficiency & Effectiveness Audit


Internal auditing is an independent, unprejudiced assurance and consulting activity that is purposed to add value and enhance an organization's operations. It helps an organization to achieve its goals by putting up a systematic, controlled approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Internal audit can single out control problems and try to correct errors before they are realized during an external audit. Through commitment to truthfulness and accountability, internal auditing imparts value to board members and senior management as an objective source of independent advice. Internal auditing is initially targeted at evaluating internal control. External auditors may consider and use the work of internal auditors in connection with their integrated audit of a company’s financial statements.


Bookkeeping is a vital phenomenon in a business that enables a business owner to access various financial reports to make informed business decisions. Whether small or big, every organization needs bookkeeping services. Starting a business can be a time consuming and stressful endeavor. Finances are likely to be tight, and you will want to keep costs to a minimum to give your small business the best chance for long-term success. Hiring, training, and retaining full-time employees to carry out bookkeeping and payroll processing is increasingly seen as an unnecessary and expensive solution in this remotely working environment. More and more small to mid-size businesses are now turning to outsource the bookkeeping and payroll processing function to professionals who can provide cost-effective with remotely managed services.


There are a lot of reasons why companies eventually opt to outsource their payroll processing function to a professional third-party service provider, but mainly it can provide reliable services at a fraction of the cost. With the use of AFS payroll processing outsourced services, employers are noticing reduction in their overhead costs significantly. Handling payroll processing using internal resources may require meticulous checking and double-checking of time sheets, reconciliations, IRS payroll returns and other related forms. Outsourcing payroll processing lets management fully focus on their organization’s main goals and grow their business.


Tax planning and tax return preparation services for individual, small business and corporate clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

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Contact info

11806 Kigger Jack Ln, Clarksburg, MD 20871, США

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What services does Affluent Financial Services provide

We provide services in the following areas Accounting, Advisory, Auditing, Bookkeeping, Payroll, Tax

How can I contact Affluent Financial Services

You can call us (301) 921 8585, come to the office 11806 Kigger Jack Ln, Clarksburg, MD 20871, США MD20871, contact us via email at, or via social networks ["Facebook","Twitter","Instagram","YouTube","Pinterest"]

What country is Affluent Financial Services headquartered in

Our organization is headquartered in United States