Tax Service Plus Of NY

Tax Service Plus Of NY

4.8(4 reviews)
Offers online services
Offers online services

About

I like helping people figure out their financial situations, get organized, set themselves up for success. I start by doing your taxes but we get to know each other.

https://www.linkedin.com/in/sally-morse-9228122?trk=nav_responsive_tab_profile

Numbers are my friend. That isn't the case for lots of people. Doing someone's taxes is the first step is understanding a personal financial profile. From there I can see a path to personal and / or business success and I try to help people achieve their goals.


Highlights

Hired 6 times
2 employees
13 years in business
Serves Wainscott , NY
Offers online services

Social media


Reviews

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KG

Kirill G.

I had a quite complicated situation and realized it right less than a week before the tax due date. Sally helped me in timely manner for a reasonable price, will definitely return back in the future.
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May 05, 2022
Hired on Thervo

OGK

Orit Gugenheim K.

Extremely efficient
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April 20, 2022
Hired on Thervo

SN

sarah N.

Prompt, quick, professional, very knowledgeable and reasonable
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April 13, 2022
Hired on Thervo

MF

Mat F.

She was very helpful with explaining things to me
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January 15, 2022
Hired on Thervo

Frequently asked questions

I send an organizer guiding client what to collect.  I have a secure document portal for you to upload documents to me. I stay in contact electronically, ask questions, and provide draft for review before filing.  Upon approval and payment, I e-file and provide your copy after acceptance by tax agency.

MBA in finance

5 years as company controller

20 years in underwriting (banking)

10 years doing tax prep work for individuals and small businesses


Services offered

Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll