We put clients first by "Helping them to get the most out of their money". Though our Professional staff, we help Individuals a nd business owers save on taxes though our tax planning service, also help them though the Tax preparation process of their tax return. We provide financial education to help individuals solve their problems and build a legacy. We look at our clients as family instead of just a number.
Tax Preparation for individual and business, accounting services, notary, fax, copy, scan, translation and also aim to education about your tax needs and changes. Member of the Hampton Roads Chamber of Commerce 20 years in the business. Federal Certification and also certified for Multiple states that have the requirement. I aim to prepare your tax return as well as educate. I can answer any questions about your tax needs.
I am thorough, consistent, easy to work with, and above all, I have integrity. I will work hard for my clients and also help with tax planning so that future returns are more favorable.
We are a small business that pays attention to detail and enjoy building a relationship with our clients. We deliver service with integrity and honesty. Our goal is to educate our clients as well as service our clients.
We have been helping individuals and businesses complete their income tax returns for over 30 years. We not only complete and file your income tax returns, we help you understand them. We want to make friendships that last a lifetime.
We offer complete accounting services from bookkeeping to CFO. Let us take the worry out of accounting!
Over 35 years of experience in Corporate tax planning and consulting, as well as Individual tax planning strategies for taxpayers of all economic levels. Advocate for retirement planning consulting, estate planning. My skills and knowledge are kept current by attending local and regional seminars and professional conferences. My favorite service is to assist new small to medium size business start off with a sound plan for success.
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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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Degrees and Certifications
BA CSUF/CA Psychology/Business
Advanced Certifications/Taxation. Finance. Insurance
CA .Certified Tax Practitioner/CTEC
IRS PTIN Tax Preparer/ IRS EFIN E FILE
Licensed CA Health. Life Broker//VA Life HEALTH & Annuity//FL Life, HEALTH
CMS ACA VA REFERRAL AGENT
COVCA MKTPLACE CA REFERRAL AGENT
CERTIFIED BROKER COVCA MKTPLC, US AFFORDABLE CARE ACT HEALTHCARE.GOV MEDICAID MEDICARE ELIGIBILITY
VA RE Agent License /REALTOR 2000-2010 INACTIVE
Specialists in All Business and Personal Tax, Accounting and Financial Development. All Accounting and Tax Compliance Functions.
Gross income generator structures. Financial com
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We are an accounting Services that can provide your business or personal accounting needs with the tools necessary to maintain accurate records and meet the responsibilities of reporting financial information and meet due requirements.
We provide a wide-ranging list of services to our clients ranging from what you want your accounting system to tell you, establishing your accounting system, and you having real usable information at the end of a specific period of time rather than just a bunch of numbers. We provide guidance for you when you travel down the 'accounting road' ensuring that you know what you must do to meet the rules and regulations established by the federal, state and local government agencies. Complying with these rules and regulations saves your valuable time, money and effort in the long run. When you are ready to set up your accounting system, file your
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I'm a small-business person and have been in business for over 30 years. With a bachelor's degree in Accounting from Ball State University, Muncie IN, I also am an Enrolled Agent (EA), a Federally licensed tax professional. I perform CPR on your taxes: Compliance(making sure you have filed all necessary taxes), Preparation (preparing those returns that need to be prepared and filed), and Representation (representing you before the IRS should that be necessary). I am also a Certified Tax Resolution Specialist (CTRS) and one of the only ones in the Tidewater area.
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