We are a full service business solutions firm! We can handle all business and financial solutions, including tax services, entity formation, business funding & capital management, trust services, and much more!

We can handle all business and financial solutions, including tax services, entity formation, business funding & capital management, trust services, and much more!

We are based in the sunny state of California in the city of Ontario!

We are in office Monday through Friday from 7:30am to 5pm PST!

You can find our website at https://www.millenniafin.com/

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Call us at our number 877-290-1020 or email us at info@millenniafin.com

Definitely! We have plenty of programs to assist in tax relief, from analysis to plotting a strategy for resolution of your taxes ands to get you peace of mind.

Cost segregation is a tax deferral strategy that identifies assets within a building that can be depreciated over a shorter period than the 39-year standard method. It can identify substantial tax-saving opportunities for taxpayers who have constructed, purchased, or renovated a facility.

Green Energy Tax Credit is a government-sponsored incentive that reduces the cost for people and businesses to use alternative energy resources. Eligible individuals or entities meeting the criteria are reimbursed for their efforts to make the planet "greener" when paying income taxes, with the credit amount being deducted, dollar for dollar, from the total tax bill.

We have a team of expert tax lawyers, enrolled agents, CPAs and advisors to help you with your tax needs.

Don't panic! Call us as soon as you can so we can get a handle of your situation, and we'll give you solutions you can use to get you out of trouble!

Employee Retention Credit (ERC), sometimes called the Employee Retention Tax Credit (ERTC) is a refundable tax credit for certain eligible business and tax-exempt organizations that had employees and were affected during the COVID-19 pandemic.

We are able to get you a plethora of different types of financing, whether it be SBA (7)a, Term Loans, CREs, Working Capital, or Lines of Credit.

The 7(a) loan program is a financial assistance program from the Small Business Administration (SBA) that helps small businesses, including startups and existing businesses.

Working capital is the money available to meet your current, short-term obligations and is a terrific indication of a company's health.

A business term loan is a fixed amount of money borrowed from a lender that is repaid over a set period of time with interest. The loan can be paid back weekly, bi-weekly, or monthly, and repayment periods can range from a few months to more than 10 years. The interest rate on a term loan can be either fixed or floating.

CRE Is Corporate Real Estate is the real property that a company owns or holds for the purposes of housing its operations.

Line of Credit (LOC) is a type of loan that allows you to borrow money up to a predetermined limit, which is set by the issuer based on your creditworthiness.

Accounts receivable factoring, also known as invoice factoring, is a financial transation where a company sells its unpaid invoices to a third party, called a factor, for immediate cash. The factor usually pays 70-90% of the invoice value upfront, and then pays the remaining amount minus a factoring fee after receiving payment from the customer. The factor also takes over the collections process.

Generally we need at least an LLC to be able to get you funding for your business, but don't you worry! We can assist you in doing a conversion from your sole prop into an LLC!

Getting financing isn't solely dependent on credit score - it also encompasses other different factors such as cash flow and terms. But we'll help you get something that can work for you!

We can certainly work together with you to see if you qualify for a better rate! Get in contact with us so we can discuss your terms and what you need, and we can go from there!

Different loan types take different amounts of times to get through the system, but the quickest can get you some money within 48 hours! Call us today so we can figure out your needs for your situation!

Get in contact with us so we can start the process! It'll involve talking to you to get some information on what your business does and how we can help. You will then fill out our intake form and send us some monthly statements of your business, and we'll go from there!

Of course! Contact us and we can get the ball rolling in creating an entity for you - leave us to do all the thinking for you!

A Limited Liability Company (LLC) is a business structure that combines corporate and partnership structures, and is permitted by state statute. LLCs can be used to run a business or hold assets, and protect their owners, known as members, from personal liabilities. LLCs are separate legal entities from their owners, so owners are usually not personally responsible for the LLC's debts and liabilities. LLCs also offer pass-through taxation.

Articles of organization are official documents that outline the basics of a limited liability company (LLC) and are required to form one at the state level. They are also known as certificates of organization or certificates of formation.

Articles of incorporation, also known as a corporate charter, certificate of incorporation, or certificate of formation, are legal documents that establish a corporation. They are filed with the state's Office of the Secretary of State where the business is located and serve as legal proof that a company is established in that state.

An employer indentification number (EIN) is a nine-digit number assigned by the IRS. It's used to identify the tax accounts of employers and certain others who have no employees. The IRS uses the number to identify taxpayers who are required to file various business tax returns.

The steps to forming an LLC differ slightly depending on the state, but overall you need a name for your LLC, filing Articles of Organization with your state, getting an EIN, opening a business bank account, and more! But let us deal with it for you to help take a load off your shoulders!

A corporation is a legal business entity that is separate from its owners, or shareholders. Corporations have many of the same rights and responsibilities as individuals, including the ability to: Own assets, incur debt, enter into contracts, due and be sued, hire employees, and pay taxes.

A business partnership is a single business owned by two or more people who contribute to the business in different ways and share in its profits and losses. Partners can contribute money, property, labor, or skills.

A non-profit organization (NPO) is a group that works to achieve a social cause, mission, or shared goal, rather than to generate a profit. NPOs are able to raise money in a variety of ways, including donations, government funding, corporate sponsorships, and sales of programs, services, or merchandise. They use the money they receive to fund their goals and keep the organization running. NPOs also don't distrubute and of their income to their members, officers, or directors.

Bylaws, or internal operating rules, are generally recommended for nonprofit organizations (NPOs). While the IRS doesn't require specific language in bylaws for most organizations, some states may require them upon registration. Bylaws can help NPOs achieve shared goals, and help board members and members understand expectations and procedures. They can also establish a framework for operations that's transparent, efficient, and democratic. Bylaws can help maintain order, ensure legal compliance, and facilitate informed decision-making. For example, bylaws can include policies that require people with conflicts of interest to abstain from voting on related matters.

A trust is a fiduciary arrangement that allows a third party, called a trustee, to hold assets on behalf of beneficiaries. Trusts can be structured in many ways and can specify how and when the assets are passed to the beneficiaries.

An asset protection trust (APT) is a legal arrangement that protects assets from creditors, lawsuits, and other risks to ensure they are preserved for the intended beneficiaries. APTs are often used by high-net worth individuals and can protect a variety of assets, including cash, securities, real estate, and business assets.

A trustee is a person or entity that manages property or assets for the benefit of a third party, called a beneficiary. Trustees are often appointed by the original owner of the assets, known as the trustor, but can also be assigned by a court. They can be individuals, businesses, or financial institutions.

A settlor is the person who establishes a trust by transferring property or assets to a trustee for the benefit of beneficiaries. The settlor may also be called the "donor," "grator," "trustor," or "trustmaker".

A beneficiary of a trust is a person or group of people who are entitled to the benefits of a trust arrangement. These benefits can include the trust's assets, income from the assets, or other advantages as outlined in the trust's terms. The trust's creator, also known as the grantor, designates the beneficiaries and a trustee to manage the trust's assets in the beneficiaries' best interests.

Yes, trusts are legal contracts that are formed under state law. They are a legal relationship where a property owner, or other transferable right, gives it to another person or entity to manage and use for the benefit of a third party. The person who gives the property is called the trustor, and the person who manages it is called the trustee. The trustee holds legal title to the property on behalf of the trust and its beneficiaries.

Fees Banks often charge fees to manage trusts, and some say that these fees are comparable to those charged by individual trustees. Control Naming a bank as trustee takes control of the trust out of your family's hands. The bank might invest or distribute money in ways that beneficiaries don't like, though you can include a clause in the trust that allows beneficiaries to appoint a new trustee if they're unhappy. Service Banks might not offer personalized service, which can make it difficult to get answers to questions or make changes quickly. Some banks also have minimum wealth requirements for trusts they manage, so your trust might not be eligible if it doesn't have enough assets. Alternatives Other types of trustees, such as private individuals or non-profit organizations, might have specialized knowledge and be able to offer better service.

A spendthrift trust is a legal arrangement that limits a beneficiary's ability to access or control a trust's assets. The purpose of this type of trust is to protect the assets from being squandered by the beneficiary, as well as from creditors or legal judgments.

Yes! We partnered with Gusto Payroll to provide comprehensive payroll services to our clients. This partnership ensures seamless and efficient payroll processing, compliance with tax regulations, and employee benefits management.

Yes! We leverage QuickBooks Online to provide robust bookkeeping and accounting services tailored to meet the needs of small businesses. Out integration with QuickBooks Online enables us to offer real-time financial tracking, accurate reporting, and seamless management of accounts. This platform allows us to support our clients with: Comprehensive financial management Efficient invoicing and payment processing Expense tracking and categorization Payroll integration with Gusto Payroll Tax preparation and filing

QuickBooks is a financial management and accounting software suite for businesses that helps with tasks like invoicing, payroll, and tax preparation. It can also help with inventory, bank account tracking, expense management, budgeting, and more. QuickBooks is designed to be user-friendly and beginner-friendly, with a straightforward interface that can help people with little bookkeeping knowledge get started quickly.