Our Services
Comprehensive financial services tailored to your unique needs. From tax resolution to bookkeeping, we've got you covered.
Expert Financial Solutions
At Cheralis Financial, we provide a comprehensive range of services designed to help individuals and businesses achieve financial success. Our expertise spans tax resolution, preparation, bookkeeping, and notary services—all delivered with personalized attention and over 20 years of professional experience.
Tax Resolution & Consultation
Facing IRS problems? You're not alone, and you don't have to face them by yourself. Our tax resolution services help you navigate complex tax issues, negotiate with the IRS, and find solutions that work for your situation.
- IRS audit representation and defense
- Tax debt negotiation and settlement
- Penalty abatement requests
- Installment agreement setup
- Offer in Compromise assistance
- Tax lien and levy resolution
Tax Preparation
Accurate, thorough tax preparation that maximizes your refund and minimizes your liability. We handle individual and business returns with meticulous attention to detail.
- Individual tax returns (Form 1040)
- Business tax returns (S-Corp, LLC, Partnership)
- Self-employment tax planning
- Multi-state tax filing
- Tax credit optimization
- Year-round tax planning strategies
Bookkeeping Services
Keep your financial records accurate and up-to-date with our professional bookkeeping services. As QuickBooks Certified ProAdvisors, we ensure your books are always in order.
- Monthly bookkeeping maintenance
- Bookkeeping cleanup and catch-up
- QuickBooks setup and training
- Bank and credit card reconciliation
- Accounts payable/receivable management
- Financial statement preparation
Notary Services
Professional notary services for all your document authentication needs. We offer both in-office and mobile notary services throughout Gwinnett County and surrounding areas.
- Document notarization
- Mobile notary services
- Loan signing services
- Real estate document notarization
- Power of attorney documents
- Apostille and authentication assistance
Additional Financial Solutions
Cash Flow Analysis
Understand where your money is going with detailed cash flow statements and analysis to improve your financial health.
Financial Reporting
Professional financial reports including profit & loss statements, balance sheets, and custom reports for your business needs.
Payroll Processing
Accurate payroll management including wage calculations, tax withholdings, and timely filings to keep your business compliant.
Service Areas
Based in Dacula, GA, we proudly serve clients throughout Gwinnett County and beyond. Our virtual services are available nationwide.
Lawrenceville
Dacula
Buford
Duluth
Not Sure Which Service You Need?
Schedule a free consultation and we'll help you identify the best solutions for your financial situation. No obligation, no pressure—just honest advice.