Locke Financial Services
About
We offer individual and business tax service tax planning this is a full service virtual tax company that means you can have your taxes prepared without ever leaving home.
We are professionals whom been in business for 3years. Every person gets tailored help with your taxes and planning for the future by getting involved with your tax and accounting needs.
Highlights
3 employees
5 years in business
Serves Birmingham, AL
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Reviews
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JF
Jessica F.
The professionalism very knowledgeable and helpful would definitely be returning.
February 08, 2022
LJ
Lashun J.
The preparer was very professional I was able to file my taxes without leaving home Im glad I used Locke Financial Services I think I found my new tax family.
February 03, 2022
Services offered
Financial Services And Planning
Individual Tax Preparation
Business Tax Preparation
Notary
Accounting
Hr And Payroll