Phoenix Financial Tax Services

Phoenix Financial Tax Services

5.0 (3)
Get a free quote
Contact this pro
Check availability
It's free with no obligation to hire.
  • Cashena Mingo

    Everything was great they make you feel part of the family and very professional environment

  • Helen Manning

    They were very professional and educated me on deduction that I didn't know about.

  • Adrian King

    It was great. Very professional and friendly environment. Really got educated on things that I didn't know about. I would recommend them to others.

About this pro

We put clients first by "Helping them to get the most out of their money". We have Profesional staff that will educate you thoughout the process of your tax return. We provide financial education to help people solve their problems and build a legacy. We look at our clients as family instead of just a number. 

We enjoy educating our clients, interacting with them on a personal level and building a trust relationship.

Read more


Chesapeake, VA 23321
11 years in business
10 employees
Email verified
Phone verified

Services offered

Bookkeepers Financial Planners Tax Accountants Tax Preparation Services Business Tax Preparation Accountants Individual Tax Preparation Payroll Services

Q&A

What is your typical process for working with a new customer?

We do a free consultation to get to know our client's tax history and for us to get to know one another. Then we go over the tax filing process, credit, deduction, adjustments and financial education.


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

Our staff is certified through "The Income Tax School" to prepare returns. The owner of the corporation has an Associate Degree in Accounting and an enrolled agent with the IRS; who personally oversees the staff tax training. The staff completes Continued education each year to keep up to date with the new tax laws


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

We charge our clients a base price, then for every additional form needed to complete the return there is an additional fee.


How did you get started in this business?

While working for a tax company, I saw how the clients were not getting educated on their return and their main focus was getting clients in and out. My vision was to have a tax business where the clients can come to a family environment where they can feel more welcome, important, get educated and play a part in their return being prepared.


What types of customers have you worked with?

From the most simplest 1040EZ to the most complex 1040 with all schedules, Business returns 1120, 1120s and partnerships and much more...


Describe a recent event you are fond of.

We were sponsered at a Maxwell concert

We sponsered the Hampton Roads Women Event


What advice would you give a customer looking to hire a pro in your area of expertise?

To ensure that the prepare is knowlegdable about tax preparation. 


Service area