Here Is A Little More Info About Hollis Financial Solutions
Our Mission
At Hollis Financial Solutions, LLC, we passionately embrace a mission to transcend financial boundaries, illuminating your path to success with precision and innovation. We specialize in crafting expert tax reduction strategies and meticulous tax liability planning that empowers individuals and visionary business owners nationwide. Our hallmark is personalized service, where we invest time to comprehensively grasp your unique business practices, pinpoint pivotal tax strategies crucial to your success, and gain deep insights into your financial goals. Just as our logo, a blue lightbulb constructed by puzzle pieces, symbolizes how each piece contributes to the whole, we meticulously assemble tailored tax plans, expert bookkeeping, and online CFO services to illuminate your financial journey with clarity, strategy, and prosperity. Partner with us today so that we can begin crafting a plan tailored exclusively to your success.
We are dedicated to providing our clients with the best possible financial and tax support. We believe that our tiered monthly billing model is the most client-centric, effective, and practical approach for several important reasons:
- Cost Predictability: We understand the value of financial certainty. With our monthly tiered billing options, you can confidently plan your budget, knowing exactly what fees to expect each month. No surprises! No Stress!
- Continuous Support: Your financial well-being matters year-round, not just during tax season. Our tiered monthly options ensure that you have access to our expertise whenever you need it, fostering a proactive approach to your financial health.
- Tailored Services: Your financial needs are unique, and we recognize that. Our tiered monthly billing plans can be customized to match your specific goals, whether you’re an individual or a business. You get the support that is right for you.
- Expert Guidance: Our team of seasoned professionals are here to provide you with expert guidance and support. With tiered monthly billing, you have a trusted partner on your financial journey, ready to address your questions and concerns promptly.
- Simplified Renewals: Tiered monthly billing makes your life easier. Automatic renewals mean you don’t have to worry about remembering to sign up again. We ensure that your services continue seamlessly.
In short, we use tiered monthly billing because we believe it is the most cost-effective and supportive way to help our clients achieve their tax and financial goals. Your financial peace of mind is our top priority, and our tier monthly billing model is designed with that in mind. Join us today and experience these benefits firsthand.
Meet the Firm's Founder and CEO Eric D. Hollis
Eric Hollis is a seasoned California Registered Tax Preparer (CRTP) with an impressive track record. His journey in the world of taxation began in 2003 when he completed the H&R Block tax course and quickly ascended to the role of Branch Manager in El Segundo, California. Notably, Eric achieved the highest revenue growth and customer service excellence in the entire district during his first year with H&R Block.
Eric's passion for assisting individuals with their financial challenges led him to expand his horizons. He embraced roles as a Personal Banker and Life Insurance Agent, solidifying his commitment to community financial well-being. In 2015, he returned to his roots in tax preparation and bookkeeping, joining his father-in-law's tax business with a focus on e-commerce and virtual currency taxation.
The pivotal moment came during the 2020 COVID-19 pandemic when Eric recognized the urgent need to provide remote tax resolution and bookkeeping services. This realization gave birth to Hollis Financial Solutions, LLC in 2022, an enterprise dedicated to serving businesses and individuals unable to meet face-to-face.
Eric's qualifications speak volumes about his dedication to excellence. He holds a bachelor's degree in economics from the University of California at Riverside and a professional certification in personal financial planning from UCLA. His pursuit of knowledge is unceasing, as he's currently working towards becoming an Enrolled Agent, the pinnacle professional credential awarded by the Internal Revenue Service.
Beyond his professional endeavors, Eric Hollis is a Southern California resident, cherishing life with his wife. He finds joy in exploring the world through travel, honing his outdoor survival skills, and pursuing Sporting Clays Shooting in his spare time.
