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
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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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