Offers online services
About
Entrust your tax preparation needs to S&M Tax Preparation Services, having a tax preparer with over 20 years of experience. Our experienced tax professional offers comprehensive services for individuals and small businesses, including rapid refund capabilities and multiple payment options. Tax preparation is completed via convenient virtual appointments. As a full-service tax preparation firm, we handle taxes for all states, ensuring you receive the maximum refund possible! We also offer bookkeeping services, preferably targeting small to medium-sized businesses. S&M genuinely enjoys helping individuals & businesses with their tax & bookkeeping needs.
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue
Accounting software
QuickBooks, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Photos and videos
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Reviews
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JL
john L.
Flexibility with my personal schedule, professional on answering all my questions and concerns honest and knowledgeable
February 05, 2024
LC
letecia C.
Steven has worked on my return for many years. He has been accurate and professional. Ive always received my return in a timely manner and he was even patient with me when I needed more time to gather my information. He reminded me of the timeline to have information ready by. Ive never been disappointed. I have also recommended him to friends and family. Great Service!
February 04, 2024
AR
alicia R.
Steve has been my go to for getting my taxes done for over 10 years. If we have any questions, hes always been willing to provide a simple explanation.
February 04, 2024
AG
andrew G.
Steve gets on it quickly, I believe in took less than 2 weeks to get my refund. Communicates with you greatly. Highly recommended.
February 04, 2024
GR
gabriel R.
Very professional, informative. We have been using S&M for several years, and we always have a great experience. Any questions we have, Steven answers quickly, and explains the answers. Most other places will simply say yes or no, without telling you WHY. S&M explain the process as to why.
VERY customer service oriented!
February 04, 2024
AJ
ashley J.
Working with Steve was easy. Great service... professional.. time efficient all around a great tax experience
February 04, 2024
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting