Universal Financial Solutions

Accounting for Legal Practices · California, United States · 11-50 Employees

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Overview

Headquarters

2522 Chambers Rd Ste 100, Tustin, Califo...

Phone Number

(714) 460-6500

Revenue

$5.1 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Universal Financial Solutions

Universal Financials specializes in customized tax planning services for individuals and corporations, providing expert guidance to minimize taxes, ensure compliance, and maximize savings. The company is dedicated to delivering personalized support for tax filing, including assistance with ITIN applications and business incorporation. Their services are designed to cater to clients both domestically and internationally, ensuring a smooth and timely filing process. Universal Financials also offers referral rewards and discounts to enhance client engagement and satisfaction.Explore more
Universal Financial Solutions's Social MediaPopular SearchesUniversal Financial Solutions - LLCUniversal Financial Services IncUniversal FinanceUniversal Financial ServicesUniversal Financial SolutionsSIC Code 72,729NAICS Code 54,541Show more

Universal Financial Solutions Org Chart

JB
United States flag for contact location.

Chief Executive Officer

PhoneEmail
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Tax Associate

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Universal Financial Solut...

$5.1M
11-50
Private
-
2000
<$5M
11-50
Private
-
-
SS
Satya SrinivasAdminstrative
<$5M
1-10
Private
-
2021
BG
Barbara GuiltinanChief Operating Officer
<$5M
1-10
Private
-
1998
N/A
<$5M
1-10
Private
-
-
Steve Finikiotis, Managing Partner at ARC Capital
Steve FinikiotisManaging Partner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Universal Financial Solutions is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Universal Financial Solutions is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Universal Financial Solutions.

Universal Financial Solutions Tech Stack

A closer look at the technologies used by Universal Financial Solutions

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Universal Financial Solutions

What is Universal Financial Solutions's official website?
Universal Financial Solutions's official website is www.universalfinancials.com
What is Universal Financial Solutions's Revenue?
Universal Financial Solutions's revenue is $5.1 Million
What is Universal Financial Solutions's SIC code?
Universal Financial Solutions's SIC: 72,729
What is Universal Financial Solutions's NAICS code?
Universal Financial Solutions's NAICS: 54,541
How many employees does Universal Financial Solutions have?
Universal Financial Solutions has 11-50 employees
What industry does Universal Financial Solutions belong to?
Universal Financial Solutions is in the industry of: Accounting for Legal Practices, Business Services
What is Universal Financial Solutions competition?
Universal Financial Solutions top competitors include: Web Campus World Wide, NovaWulf, Omaha Police Federal Credit Union, Killingworth Financial Group
What technology does Universal Financial Solutions use?
Some of the popular technologies that Universal Financial Solutions uses are: Microsoft 365, Google Tag Manager, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Universal Financial Solutions?
Universal Financial Solutions contact info: Phone number: (714) 460-6500 Website: www.universalfinancials.com
What does Universal Financial Solutions do?

Universal Financials specializes in customized tax planning services for individuals and corporations, providing expert guidance to minimize taxes, ensure compliance, and maximize savings. The company is dedicated to delivering personalized support for tax filing, including assistance with ITIN applications and business incorporation. Their service... s are designed to cater to clients both domestically and internationally, ensuring a smooth and timely filing process. Universal Financials also offers referral rewards and discounts to enhance client engagement and satisfaction.Read More

What are Universal Financial Solutions social media links?
Universal Financial Solutions Linkedin page Universal Financial Solutions Twitter page Universal Financial Solutions Facebook page
Is Universal Financial Solutions a public company?
Universal Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Universal Financial Solutions

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