Financial Education and People. First.
Sankofa is a financial services firm devoted to the big needs of small businesses and families. We are a values-led company, one that delivers unmatched professionalism, unwavering work ethic and integrity. We want to earn your trust—and your business.
We are entrepreneurs at heart, so we get the financial ins and outs of running a company. From startups to seasoned businesses, we have a well-earned reputation for getting companies off ground and solidifying their financial foundation with solid accounting systems, growth strategies and tax services.
Your family’s financial certainty is important to us. So our commitment to your wealth is as personal as it professional. Come sit at the table with us and let’s build a solid financial strategy and a solid future.
At Sankofa, we build and nurture relationships. So you are more than a client. You are more than a number or an accounting ledger.
You are a part of our family.
We serve. We care. We provide. We listen.
Tax Planning, Preparation, and Representation
Tax planning is an integral part of any solid financial plan. For most, the tax code is overwhelming and different sections of the law change each year. It’s our business to know the law inside and out and we’ll help you to navigate it. From minimizing your income tax liability to estate planning for your heirs, our team has the knowledge and tools to implement a plan for your future. All tax work is prepared by a Certified Public Accountant.
Sometime our clients have to deal with the taxing authorities, but don't necessarily want to talk to them directly. That's another area where our expertise and years of experience can provide invaluable resources for our clients. Need to work out a payment arrangement, being audited, or just respond to a notice. Let us do the heavy lifting and leave the negotiations to your trusted advisor.
Business Start Up and Accounting Services
Whether you are opening your doors for the first time or working hard to grow your existing business, we’ll work with you to get a solid start or elevate to the next level. Let us help to choose the right business structure, set up easy-to-manage accounting systems and cut costs. With over 20 years of experience in public and corporate accounting, we have the expertise and knowledge you need.
Wealth Management Services
As your life changes, so do your financial needs. It helps to sit down with a trusted advisor and develop a plan to help you transition from one phase to the next. Wealth Management Services were designed to help you plan for the major events in your life:
Investment Advisory Services offered through Avantax Advisory ServicesSM.
Insurance services offered through an Avantax affiliated insurance agency.
Sankofa Financial Group, LLC is not a registered broker/dealer or registered investment advisory firm.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Call us at: 301-244-0288
Sankofa Financial Group is now offering notary services. Call the office for availability.