Simplifying your life
Cruz Financial Services
Bookkeeping . Budget Planning . Tax Preparation
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  • Splurge a little. Save today!
  • Plan ahead. Set a goal.
  • Save and travel!
  • Commute and save!
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Our Services

Cruz Financial Services provides financial services
to both individuals and small businesses.

Bookkeeping

Cruz Financial Services can help your small business with a menu of services. You can choose just the services you need and customize it to the unique needs of your company.

- Bookkeeping
- QuickBooks Accounting
- Monthly Financial Reporting
- Accounts Payable and Accounts Receivable
- Check writing and Deposits
- Bank Reconciliation
- Payroll management
- Sales & Use Tax reporting
- Tax organization and tax preparation

Budget Planning

We can help you put a plan in action based on your financial situation and make educated decisions about your money and your future.

Tax Preparation

At Cruz Financial Services our goal is to help you achieve an accurate tax declaration and get your financial information organized and prepared for the tax season. We can prepare your taxes or help you organize and take it to the tax professional of your choosing.

About

Cruz Financial Services provides financial services to both individuals and small businesses. The accounting, tax preparation, and other financial services we provide are tailored to the unique needs of each client, ensuring the possible results and maximized returns. Our firm remains on the cutting edge of tax law and financial trends. We are well-informed and continually adapt to the ever-changing world of tax law and accounting.

At Cruz Financial Services we are committed to provide you with the excellent service you are looking. Professionally managed by its owner and founder, Yolanda Cruz. Cruz Financial Services, LLC provides an array of services to help you dedicate your time in doing what you do best and providing you with the opportunity to help you manage your time and assets more efficiently.

At Cruz Financial Services, we treat our clients with courtesy and integrity. We guarantee efficient, honest tax service that achieves remarkable results. Our years of experience and expertise ensure that your tax preparation is in good hands.

Yolanda Cruz

Financial Service Specialist

Yolanda Cruz has been in the tax and accounting field for over 10 years. After working at larger accounting firms, she decided to open her own firm in 2009.


Tax season is just around the corner! Please contact us. We are here to help you.

Contact Us

2445 Darwin Road Suite LL1
Madison, WI 53704
Tel. 608-249-6770 (Office/Fax)