Urbanity Financial Solutions
About
At our business, we specialize in providing top-notch tax preparation and notary services to individuals and businesses alike. Our dedicated team of professionals is committed to helping our clients navigate the complex world of taxes and ensure compliance with all relevant regulations.
When it comes to tax preparation, we understand that each client's situation is unique. That's why we take the time to thoroughly review your financial records, identify potential deductions and credits, and ensure accurate and timely filing. Whether you're an individual looking to maximize your tax savings or a business owner in need of comprehensive tax planning, our experienced tax professionals have got you covered.
In addition to tax preparation, we also offer reliable notary services. Our certified notary publics are authorized to witness and certify the signing of important documents, such as affidavits, contracts, and powers of attorney. We understand the significance of these legal documents and strive to provide efficient and accurate notarization services to meet our clients' needs.
At our business, we pride ourselves on delivering exceptional customer service. We believe in building long-term relationships with our clients based on trust, integrity, and professionalism. Our goal is to make the tax preparation and notary process as seamless and stress-free as possible, providing peace of mind and confidence in every interaction.
Whether you're an individual or a business owner, our tax preparation and notary services are designed to meet your specific needs. Contact us today to experience the difference of working with a dedicated team that is committed to your financial success and legal compliance.
Specialties
Special tax situations
Employment status
Filing status
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
We like to start with a quote. I generally direct people to my online site to answer basic questions regarding their situation. Turn around time is 24 hrs but they can occur sooner. Your quote will be emailed to you along with. Basic idea of whether you'd receive a refund or you the client would owe. The client then can chose if they want to continue.
What education and/or training do you have that relates to your work?
I've worked in the financial industry for over 20 years. I have a Bachelors Degree in Accounting from Lakeland University.
I've been doing taxes for friends and family for over 10 years. If not preparing their taxes I've provided assistance and support to help them understand any issues that were having.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing actually varies. We start at $200. Complexity of the return and when you wish to pay can be a factor when determining price. For example if you pay upfront at the end of the service you'll pay just the Tax Preparer fee. If you want fees taken out of your refund then it'll be the preparer fee plus and the bank fee of $185. So I always encourage payment upfront to save money the customer money.
How did you get started in this business?
This is a franchise. I contacted a friend after doing this for years and asked how could I become an independent owner. Opportunities are available if anyone is interested in becoming a franchise owner as well. All it takes is one phone call and I can get you started a well. We are a growing business with over 11,000 owners.
What types of customers have you worked with?
We will consider most financial situations I'd you are looking for services. We do not however offer services to corporations. If we garner enough interest, we will purchase the software to service those interested.
Describe a recent event you are fond of.
Opening this business. It's been a dream of mine for years and to do this is truly a blessing.