ABOUT
Holistic Budget, APC
Holistic Budget, APC (HB APC) is a professional accounting service provider.
HB APC provides affordable state-of-the-art taxation services. Whether an individual or a business owner, we cater the client experience to your specific needs while providing excellent quality service. Our services include tax planning for individuals, businesses, and more.
We acknowledge the power of knowledge. HB APC provides various consulting services, including business operation audits, mortgage projection computations, and taxation compliance standards - endless possibilities.
A message from George
My journey with money and financial independence began during a pivotal moment after high school when I purchased an industry-standard camera—a celebration of my passion for photography—using my first credit card. It was a promotional 0% interest card, and while the initial purchase felt empowering, it marked the beginning of a cycle. Over the next 13 years, I found myself repeatedly maxing out credit limits, paying them off with resourceful strategies, and promising myself, “never again.” Yet the cycle persisted.
The turning point came after a challenging period in my personal life. I found myself rationalizing purchases as emotional necessities, digging deeper into debt with each justification. Eventually, I reached my limit—financially and emotionally. After refinancing my home for the third time to manage mounting credit card debt, I knew I needed to take control of my financial narrative. I embarked on a journey to redefine my relationship with money, one that included confronting emotional triggers and implementing sustainable financial habits.
Out of this personal transformation came the vision for Holistic Budget, APC. Combining my deep professional expertise as a CPA with insights from my own financial struggles, I created a firm dedicated to demystifying the U.S. tax system and empowering individuals to make informed decisions about their money. At Holistic Budget, APC, I blend practical tools with a compassionate understanding of the emotional complexities surrounding finances, helping others break free from cycles of fear and uncertainty and embrace financial confidence.