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.
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!
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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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
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 compliance,
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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.