OZCORP Financial Group LLC

13850 Ballantyne Corporate P1 Charlotte, NC 28277
Email: [email protected]
Office Phone: (704) 594-2371
Website : ozcorpfinancialgroupllc.com/

Hours of Operation:
Monday-Friday: 09:00am-05:00pm

Payment Options
Cash, Checks, Care Credit


Financial Advisors, Financial Planner, Accounting Service, Tax Services, Bookkeeping Service


Do you spend more time planning a vacation for your family than you do for your retirement?
Let’s be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it’s built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.
But, if you plan your retirement right, it doesn’t have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that’s got you up at night in anticipation for it. With OZCORP Financial Group LLC we can help you plan a financial future that will make you and your family excited for your upcoming years.


About Us

What Really Matters
We’re a group of 10 financial planners with various backgrounds of expertise. We’re here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.
Here at OZCORP Financial Group LLC we understand that financial planning for your future is scary and uncertain, especially in today’s economy. But, rest assured that in our hands we’ve helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.
The most important thing is to define your goals.
Retiring comfortably to me includes the ability to travel. A lot.
You can easily decide if your future includes traveling all across the world, or if it’s just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you’ll need when it’s time.
I’m dedicated to being happy in my retirement.
Would you like a worry free future?
Wouldn’t we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. OZCORP Financial Group LLC is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.
Experience
OZCORP Financial Group LLC has well over 20 years of financial-planning experience between it’s planners.
We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.
We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

Relevant Reading
Planning for Retirement
Planning for you retirement isn’t as complicated as it might seem. [...]
Planning for College
Financial futures for parents often includes some type of college fund.[...] Protecting Your Assets
Find out these 3 simple steps to help protect all of your assets. [...]


Services
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FULL ACCOUNTING DEPARTMENT
For Clients with sales between $1-25 million.

Chief Financial Officer
$150 per hr
CPA Controller
$125 per hr
Full Charge Bookkeeper
$75 per hr
Accounting & Software Specialist
$75 per hr

Tax Accountant
$80 per hr
Public Accountant
$75 per hr
Financial Analyst
$65 per hr
View your Financial History
Credit Manager
$75 per hr
View your Credit Reports

BOOKKEEPING SERVICE
For clients with 5-10 employees

Cash Basis Reporting
$670 per month
Cash Basis Financials
Controller Oversight & Bookkeeper
$850 per month
Daily Accounts Payable, Accounts Receivable, Banking, & Payroll maintained

Data Entry
$560 per month
Build accounting records and keep them up-to-date
Payroll Preparation
$1800 per month
Ensure employees are paid on time

ACCOUNTING SERVICES
For Clients with sales between $1-25 million.

Record Vendor Bills
$30
Reconcile vendor statements
$40

Create sales invoices/Import sales invoices
$25
Email/ Mail customer invoices
$25

TAX

Income Tax Preparation & Filing
$150
Amending Prior Tax Returns
$50
Nonprofit Taxation
$250 – $500

IRS Resolution & Audit Support
$125 – $150
Electronic Filing
$50 – $125
Federal Correspondence
$150

FAMILY AND JUVENILE

Domestic Violence
Contact for estimate
Divorce Support
Contact for estimate
Custody and Visitation
Contact for estimate
Child Support
Contact for estimate
Name Change
Contact for estimate
Wills and Estates
Contact for estimate
Adoption
Contact​ for estimate
Online Safety
Contact​ for estimate

DISASTER RECOVERY AND RELIEF​

Disaster Relief for Small Businesses
FEMA Disaster Assistance
Homeowner Insurance
Disaster Relief for Tenants

IMMIGRATION

Permanent Residency
$55 per hour
Path to U.S. Citizenship
$65 per hour
Deportation
$55 per hour
Asylees and Refugees
$40 per hour
Migrant Workers
$40 per hour>
Visas
$30 per hour
Discrimination
$40 per hour
Immigrant Health Care
$30 per hour

HOUSING

Housing Discrimination
$30 per hour
Public Housing
$40 per hour
$65 per hour
Repairs
$60 per hour
Rent Control
$45 per hour
Foreclosure
$50 per hour
SRO Housing
$50 per hour