Phoenix Financial Tax Services

Phoenix Financial Tax Services

235 employees
13 years in business

About this pro

Phoenix financial tax services  have professional staff that can help our client with individual and Business Tax Planning, Tax Prep, Accounting service, and Financial Education. Since we have so many services we can offer though our firm you can have the convenience of geetting everything done in one place. We educate our clients on how to get the most out of their money. While growing a legacy for their future. We treat all clients like family.

Come and enjoyable our high energy, exciting, positive environment here at Phoenix Financial  tax services. 

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Virginia Beach, VA 23464
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What is your typical process for working with a new customer?

We work on building relationships with all our clients. To make sure we do the best for each family. We customize our packages to fit the needs of our clients. 

What education and/or training do you have that relates to your work?

We are License and certificated in Tax Planning, Tax prep and Financial education. State License in Insurance, Health Insurance,  Annuity and Retirement Plans

Do you have a standard pricing system for your services? If so, please share the details here.

We have standard pricing for Tax Prep. Everything is based on the need of the Client 

How did you get started in this business?

Work with several different tax firms and financial firms. They focused more on just doing the taxes and getting them out the door the financial firm was focused on getting the sell done. 

I wanted to build relationships and education my clients so I stepped out on faith and started my own business and have help hundreds of families get on the right track to saving on taxes and reach financial freedom

What types of customers have you worked with?

Individuals and Business owners 

Services offered

Accountants Bookkeepers Business Tax Preparation Individual Tax Preparation Tax Preparation Services Financial Advisors