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KW Financial Services LLC

KW Financial Services LLC

5.0(4 reviews)
Top Pro
Offers online services
Top Pro
Offers online services

About

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.

Highlights

Current Top Pro
Hired 3 times
1 employee
6 years in business
Serves Charlotte , NC
Offers online services

Social media

Reviews

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Adele N.

I thoroughly enjoyed working with Simone and the folks at KW Financial. They helped unravel my tangled financial mess and organized my books with proffessionalm and efficiency.
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February 21, 2021
PG

Porsche G.

Simone was extremely professional and thoroughly explained everything throughout the tax preparation process. I will definitely be back and recommend her to friends and family.
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February 20, 2021
CS

Cindy S.

Simone was very responsive and kind. She answered my questions and I wouldn’t hesitate to use her again.
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February 19, 2021
•Hired on Thervo
EM

Evelyn M.

Ms. Smith is very knowledgeable and knows and understands tax laws. She asked the right questions to ensure that I benefited from all the deductions that were available to me. I enjoyed working with her and will definitely refer her to my friends and family.
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February 16, 2021

Frequently asked questions

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.

Services offered

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