KW Financial Services LLC
I offfer a FREE phone consultation to all customers, and a $0 upfront preparation fee option for certain filers. My service is fast, friendly, and responsive.
I enjoy being a source of knowledge regarding IRS rules and regulations, and money management. I also truly enjoy helping people figure out the best strategy to minimize their tax liability! I have Finance Degree and I have been working in Accounting and Finance over 16 years. I am also a 2nd generation Tax Preparer, and I'm ecstatic to continue the journey started by my Mother.
Frequently asked questions
What is your typical process for working with a new customer?
I typically start a preparation engagement with a free 20min consultation to determine the clients tax preparation needs and to discuss the overall preparation fees. In certain circumstances I can also provide a quick estimate of the anticipated refund amount.