Weston's Financial Services
About
I have been in the tax preparation business since 2015. I started completing individual taxes and added on business taxes in 2017. I started my journey because I was taken advantage of by tax professionals and I wanted to learn how to prepare my personal taxes and also help others who felt they may have been taken advantage of by tax professionals. I also cater to individuals who may not can come to me to get their taxes prepared. I have my own branded software which allows me to keep my clients' fees low. I enjoy the personal relationships I build with my clients and look forward to building more relationships.
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Frequently asked questions
What is your typical process for working with a new customer?
I normally introduce myself and see what they are looking for. If I can be of any assistance, I provide them with a free quote. If they want to proceed, I get permission before submitting in documents.
What types of customers have you worked with?
I have provided individual tax preparation and small business tax preparation services.
What advice would you give a customer looking to hire a pro in your area of expertise?
The advice I would give is to make sure the person will ethically provide you the right services and legally get you all your deductions.