Our mission goes beyond understanding your financial goals; we strive to exceed them. Connect with us today to discover how we can add to your financial planning.
Tax professionals offer comprehensive services from planning to compliance, tailored to your unique needs.
Personalized Approach
Customized strategies based on your financial goals and circumstances, recognizing that no two clients are alike.
Transparency
Expect clear explanations, honest advice, and upfront pricing without hidden surprises.
Accessibility
Available for in-person, virtual, or quick phone consultations, we're committed to being there when you need us.
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Get Started Today
Fill out the form and we'll arrange a complimentary initial consultation at your convenience. There's no obligation, just an opportunity to explore how we can assist you in reaching your financial objectives.
who benefits
Diverse Array of Enterprises
One Eagle Advisory has a proven track record of providing exceptional service and results to clients from various industries and backgrounds.
Schools
Healthcare
Non Profit 501(c)3
Entertainment
Leisure & Hospitality
Law Firms
Restaurants & Bars
Retail Stores
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webinars
Learn more about how we work with clients
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Maximizing dental practice's benefits.
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A 7-figure home care operator's success story.
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Hear from a 1500 member church and how they navigated ERC.
Client Feedback
"This ERC tax credit is truly a huge blessing to our School! We thought it couldn't hurt to see what we might be eligible for so we went ahead with it. Wow! We are so glad we did! The team at One Eagle Advisory was so helpful to work with!"
Michael F.
Finance Director, Private Academy
“I had a fantastic experience with One Eagle Advisory. Communication was the key for me. They were responsive, answering all my questions and patiently guiding me through the process. They made everything clear, from the requirements to the timeline. Trust was also important, and I felt confident in their expertise. I highly recommend!”
Patty G.
CFO, Church
“I am so thankful that I chose One Eagle Advisory. The way you worked with me and the professionalism and expertise was not lost on me. Your tax professionals do indeed know what they are doing. My recommendations to others come from that place. You have NO IDEA what this ERC has done for us... it's a life line!”
Andrea S.
Owner, Beauty Salon
"Communication was top-notch throughout the process. There was a lot of back and forth to make sure they truly grasped our specific business circumstances and the effects of COVID on our operations. And you know what? They didn’t leave us hanging - we received comprehensive documentation showcasing all the work that was done. Personally, I really appreciated that attention to detail."
Kristina M.
CEO, Dental Clinic
"What really impressed me in our first phone call with One Eagle was how they asked all the right questions from the get-go. They went beyond just revenue and dug deep into how the pandemic affected our business. Working with them was a breeze, and the amount of information they provided in their documentation was mind-blowing. When we finally received our credit, we were over the moon – excited, relieved, and grateful."
Brian P.
President, Owner, Home Care Services
"We chose to work with a partner that understood the program fully. They made sure that we filed on time, they’re tracking our refund, and made it really really easy for us to go through the process. I strongly encourage you to visit their website and give them a call. They can even take your current or filed applications and audit them to make sure you’re getting full credit you deserve"
Brian D.
Manager, Motel & Restaurant
"I recently used the services of One Eagle Advisory and I'm really happy that I chose them. They provided expert advice and guidance throughout the entire process, and they answered all of my questions quickly and accurately. They also managed to process things quickly and without any complications. I was impressed with their professionalism and level of customer service. I would highly recommend working with their team"
John W.
Owner, Construction Company
"Our bookkeeper and I had a delightful meeting with One Eagle, and we were pleasantly surprised by how effortless it was to work with them. They created a relaxed and stress-free environment. There's still time to claim these funds and I highly recommend working with them"
Julie T.
Principal, Charter School
"This ERC tax credit is truly a huge blessing to our School! We were actually discouraged by some to go through with the filing, but thought it couldn't hurt to see what we might be eligible for so we went ahead with it. Wow! We are so glad we did! The team at One Eagle Advisory was so helpful to work with!!"
Michael F.
Finance Director, Private Academy
"We were able to effortlessly secure the employee retention credit (ERC) with the help of One Eagle Advisory. Throughout the entire process, my rep was excellent, keeping me informed every step of the way. I can't stress enough how at ease I felt with their guidance. Kudos to them for a job well done!"
Adam G.
Owner, Training Camp
"I had a fantastic experience with One Eagle Advisory. Communication was the key for me. They were responsive, answering all my questions and patiently guiding me through the process. They made everything clear, from the requirements to the timeline. Trust was also important, and I felt confident in their expertise. I highly recommend!"