Specialties
We are a full service tax and accounting firm. We provide premier services such as tax filings, payroll services, bookkeeping and financial management. We help individuals and business owners become tax efficient.
For business owners that need comprehensive planning we provide Fractional CFO Services which include all of the above listed as well as Financial Statement Audit, 401K Administrative Plan and Strategic Financial Reporting.
History
Established in 2020.
Golden Tree Wealth Partners began as a financial planning firm, but when the pandemic struck, we pivoted to support local businesses with EIDL and PPP loans, helping them stay afloat and avoid layoffs. We also assisted all our business clients in obtaining full forgiveness of their PPP loans, maximizing relief.
In response to growing needs, we added expert tax professionals, evolving into a premier boutique firm for individuals and business owners. Today, we offer full financial planning and accounting services, including our unique CFO as a Service, providing expert CFO guidance at a fraction of the Fortune 500 cost.
Since 2020, we’ve grown exponentially, now serving clients nationwide. Our mission is clear: if our clients aren’t saving on taxes, enhancing wages, boosting revenue, and increasing profits, we aren’t fulfilling our purpose. At Golden Tree, we’re dedicated to empowering clients every step of the way.
Meet the Business Owner: Erik C.
Erik Cascio is a renowned financial consultant with profound knowledge in traditional securities and agency structure and management. He has achieved incredible success through building large agencies, hiring the fastest growing advisory teams across the nation, as well as working and collaborating with esteemed banking and insurance institutions such JPMorgan Chase Banks, N.A., New York Life Insurance Company - to name but a few! His story of accomplishments continues to unfold each day showing no signs of slowing down just yet!
Erik revolutionized traditional models of wealth management and accounting with the founding of his own firm in January 2020. Focusing on providing CFO as a service to small-to-medium sized businesses, he saw an opportunity to bridge a growing need for high level talent within all industries at an affordable price. His impressive knowledge base has enabled him to create not one but two successful entities - Golden Tree Wealth Partners, LLC.
