Shepherd Tax & Financial Services
About
Tax Preparation Firm for personal and business. Shepherd Tax & Financial Services has been in business over 7 years. We value our customer's and assist them completely.
Highlights
Hired 4 times
2 employees
10 years in business
Serves Sun City, CA
Offers online services
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Photos and videos
Reviews
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Your trust means everything to us. Learn about our reviews policy.
DE
Debbie E.
She was very knowledgeable and very friendly. Was very comfortable with her.
February 25, 2019
•Hired on Thervo
DE
Debbie E.
Very accommodating and answered all of my questions very quickly
February 12, 2019
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
Give me a call or text at 310-927-0204. You can also email me.
What education and/or training do you have that relates to your work?
MBA Finance
Certified Tax Preparer CTEC
Worked For State Doing Taxes Prior
Do you have a standard pricing system for your services? If so, please share the details here.
Efile Fee is $75
Preparation Fee $175 to $300
What types of customers have you worked with?
Personal and Business Clients
All types
Services offered
Individual Tax Preparation
Business Tax Preparation
Legal Document Preparation
Financial Services And Planning
Notary
Accounting