Strategic Lending. Smarter Taxes. Complete Financial Clarity.

Fidelis Advisory Services comprehensively optimizes your financial profile—credit, cash flow, tax compliance, and underwriting—then leverages exclusive lending relationships to deploy capital rapidly.

$100M+

Tax Savings Secured

2,500+

Clients Served

$200M+

Capital Accessed

15+

Years Experience

Our Core Services

Comprehensive financial solutions designed to help you reduce liabilities, access capital, and grow wealth.

Lending Advisory

Leverage your financial profile to access smarter capital.

Personal and business financing solutions
Credit-based capital solutions
Loan-readiness planning and advisory
Access to vetted lending partners

Tax & Accounting

Pay less in taxes. Keep more of what you earn.

Tax preparation and compliance (business + personal)
Bookkeeping and payroll services
Proactive tax planning and entity optimization
Strategic tax minimization throughout the year

Tax Relief

Resolve IRS issues and build a plan for the future.

IRS negotiation and offer-in-compromise
Lien and garnishment removal
Audit defense and representation
Compliance restoration and prevention

Trusted & Certified Professionals

Licensed tax attorneys, corporate attorneys, CPAs, and certified professionals committed to your success

Licensed Tax Attorney

Corporate Attorney

CPA Certified

BBB Accredited

Your Financial Journey

We guide you through every stage of financial growth with integrated tax and lending strategies.

Fix

Resolve tax issues, clean books, and rebuild credit foundations.

Optimize

Implement tax strategy, optimize structure, and plan cash flow.

Fund

Access capital through expert lending solutions and partnerships.

Grow

Build wealth and prepare for long-term financial success.

What Our Clients Say

Real results from real clients who trusted us with their financial future.

Sarah M.

Small Business Owner

"Fidelis helped us save over $40,000 in taxes last year and secured funding for our expansion. Their integrated approach is exactly what we needed."

Michael T.

Real Estate Investor

"They resolved my IRS issues in months, not years. Now I have a clear tax strategy and peace of mind. Highly recommend their services."

Jennifer L.

Entrepreneur

"Professional, knowledgeable, and truly care about their clients. They've become an essential part of our financial team."

Ready to Transform Your Financial Future?

Schedule your free strategy session today and discover how we can help you reduce taxes, access capital, and achieve your financial goals.