About
The Blue Step Financial, LLC is a growing company that provides financial services and education. Our comprehensive services are tailored to our clients’ unique needs, to create significant and sustained value. We set high expectations for ourselves, and you can expect only the best services from your team here at TBSF.
Our tax service is distinguished by the personal attention to your tax situation. Our goal is to ensure you pay the lowest possible amount of tax allowed by the tax rules, and we pride ourselves on explaining every step of your tax services.
At TBSF, we enjoy taking the burden off our clients shoulders! You have a complex tax situation? Leave it us, we will handle it! We love the close and personal relationship we have built and continue to maintain with each of our clients.
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Frequently asked questions
What is your typical process for working with a new customer?
We have a very simple process. Our new (and existing) clients fill out a preliminary questionaire first. Once we receive it, we give the client a call to discuss their tax situation in more detail. Within 24 hours-48 hours, the return is sent to the client for review and signature via their client portal. We transmit to the IRS once the client has signed the return.
What education and/or training do you have that relates to your work?
We are trained, certified, and experienced professionals who are authorized by the IRS to assist taxpayers with tax planning, tax preparation and filing, audit representation.
Do you have a standard pricing system for your services? If so, please share the details here.
Although our price is based on the complexity of the tax situation presented to us, with TBSF you know exactly what you pay for.
What types of customers have you worked with?
We assist our clients with individual and business tax returns.