Freedomfolio

Freedomfolio is a strategic CPA firm in Boston, MA. They serve various industries, including Amazon and e-commerce operators, homecare and wellness companies, real estate investors, and construction and trades businesses. The firm also specializes in cross-border tax strategy for founders operating across multiple jurisdictions. The firm focuses on building financial infrastructure and systems to drive clarity and support sustainable growth. Their services include year-round strategic tax advisory, managing payroll for teams of 5 to 30 employees, and providing financial oversight to address cash flow gaps and structural inefficiencies. For e-commerce clients, they assist with inventory complexity and multi-state tax exposure, while for construction businesses, they focus on job profitability tracking and subcontractor payments. The team includes founder Shanli Liu, a CPA who specializes in helping e-commerce and service business owners reduce tax burdens, as well as Jagdish, who provides cross-border tax expertise as a U.S. CPA, Enrolled Agent, and Indian Chartered Accountant. Other team members include Jen, an operations professional; Agnes, a CPA with over three decades of experience; Julie, a bookkeeper; and Qiaolan, an Enrolled Agent and QuickBooks ProAdvisor. Freedomfolio is known for a strong local reputation, which is reflected in its 5.00 rating from 35 reviews. The firm maintains a steady record of repeat and referred customers.

Freedomfolio is located on State Street, just steps from the Boston Massacre Site and Devonshire Street. The office is also near Congress Street and within walking distance of Faneuil Hall Square and the Old State House.

BizScoreAI gives Freedomfolio an On-Page score of 85 out of 100, which means the site is set up to match the searches customers actually make. The firm also holds a Content Quality score of 75 out of 100, ensuring the website answers customer questions clearly so AI assistants can quote it directly.