PFS Global
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Solving for the Modern World. PFS Global is a forward-thinking financial management company that is servicing hundreds of clients throughout the United States.
Does your HR need a dedicated person or team? Well, ask yourself these questions:
➡️ Are there HR issues that keep creeping up?
➡️ Would the time you spend on HR be better used elsewhere?
➡️ If you had more HR expertise, would it improve your "people processes"?
Brandon Tran from our People Ops teams addresses these items and more in this convo with Aaron and David for Law & Ledger.
09/30/2026
⏰⏲️🕰️🕐 - you can never have enough.
But if managing your financial operations is one of things keeping you from having the time you need, let our team help.
Learn more about the how, the who, and the why at the link in our comments.
📢 Announcement! 📢
Joining team PFS Global to help develop our insurance industry relationships and solutions will be...
➡️ Ryan Hanley, industry sales and marketing expert!
Look for more news soon, and hear from Ryan himself if you're attending InsureTech Connect in Las Vegas this week!
09/24/2026
Congrats to all the distinguished agencies named to the Independent Insurance Agents & Brokers of America, Inc. and Reagan Consulting 2026 Best Practices list, including eight of our clients that were honored! 👏8️⃣
See the full list at the link in our comments.
09/23/2026
If and when your business has unreimbursed partner expenses, how should you address them for your taxes?
How you define and deduct them - and how you can best benefit from the strategy - is important to know in advance.
Read more on our Blog at the link in our comments.
09/22/2026
- If your business has a tax need, our team likely has a solution for you.
From strategy, to planning, to filing - we can help you have a more complete tax operation in place.
Learn more at the link in our comments.
09/21/2026
We're here to help - it's not just something we say, it's what we mean.
Guidance, support, advice, and help - you reach out to your team and we'll provide any and all of them.
Reach out to our team today at the link in our comments.
09/17/2026
We're excited to announce that we have partnered with Pacific Interstate Insurance Brokers to provide bookkeeping, tax, legal, and people operations support for their independent insurance agency members!
We look forward to working with their members and the PIIB team. More great things to come!
Whether you have a bookkeeper in house, an accountant partner, a business attorney, and/or an HR professional you work with, we've all run into the same scenario: You send a question about something to one, and they tell you to ask the other.
Our team offers you all the expertise of these professionals in one place. Have a bookkeeping question with tax implications? Have an HR question that might require legal guidance? As Aaron and David explain in this Law & Ledger clip, we can get you a single source for the information you need without the vendor "runaround".
09/15/2026
Even years later, we're still seeing tax implications from Employee Retention Credits (ERC) that may not have been filed or supported correctly.
Many businesses filed ERC claims years after they filed their original income tax returns. Because the IRS took so long to process many claims, some refunds are only now being paid, even though the related tax years are closed. With that in mind, what strategy should you take for taxes?
Read more on our Blog at the link in our comments.
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556 N Diamond Bar Boulevard, Ste 101
Diamond Bar, CA
91765
Opening Hours
| Monday | 8am - 6pm |
| Tuesday | 8am - 6pm |
| Wednesday | 8am - 6pm |
| Thursday | 8am - 6pm |
| Friday | 8am - 6pm |
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