KW Financial Services LLC

KW Financial Services LLC

5(4 reviews)
Top Pro
Offers online services
Top Pro
Offers online services


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.


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

Social media


0 reviews

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.
... Show more
February 21, 2021

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.
... Show more
February 20, 2021

Cindy S.

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

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.
... Show more
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
Hr And Payroll