|Monday||8:00 a.m. to 7:00 p.m.|
|Tuesday||8:00 a.m. to 7:00 p.m.|
|Wednesday||8:00 a.m. to 7:00 p.m.|
|Thursday||8:00 a.m. to 7:00 p.m.|
|Friday||8:00 a.m. to 7:00 p.m.|
|Saturday||8:00 a.m. to 7:00 p.m.|
Green Financial Services, LLC
About this pro
I highly recommend this service to anyone struggling to get any tax problems sorted. Well actually, I recommend it to anyone in need of any tax assistance big or small. I thought my situation was complicated but she literally had everything sorted out in less than an hour. I could not believe how fast she was able to do everything. Stuff I had been putting off for years. The price was very affordable for what I needed. I liked that she was able to work with me via email. I am also looking into some of her other services to get my financial life together.Aug 7, 2018Verified
Ms. Green was very knowledgeable able Amending taxes and patient.Jan 10, 2017Verified
Very fast, efficient, and accurate tax preparation. I highly recommend the tax service! -DougJul 1, 2018Verified
Working with Ms. Green was a pleasure. She is very knowledgable. She made a complicated situation very understandable and straighforward. I will definitely work with her moving forward.Jun 23, 2018Verified
We had a great experience filing taxes with Green Financial Services. Highly recommend!May 23, 2018Verified
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- What should the customer know about your pricing (e.g., discounts, fees)?While the pricing is more than reasonable in comparison to the larger corporations,it varies and depends on the amount of time required to provide a product that more than satisfies the needs and expectations of my clients.
- What is your typical process for working with a new customer?I initially like to begin with a free consultation at which time I determine the client's current financial health and what would be needed in order for them to achieve their future financial goals. I also take a keen interest in their concerns and fears as it relates to their personal well-being and that of their spouse and/or children and other dependents. For those desiring tax preparation solely, I prefer an in person meeting, either at my office or a location of their choosing. However, communication via telephone or Internet is also acceptable, if the client is comfortable. I will then review their documents and ask a series of questions in order to ascertain the largest amount of deductions in which they qualify to receive. I would then prepare the returns and present them to be signed after a detailed explanation of their tax situation is given. When necessary, I also provide recommendations for a client to improve their situation.
- What education and/or training do you have that relates to your work?I hold a master's in finance with a concentration in financial planning from the University of Maryland College Park. Also, I am a registered tax preparer with the IRS (PTIN # P01692663) and the state of Maryland (W15700095). In addition, I am awaiting my designate as an IRS Enrolled Agent, affording me the same privileges and responsibilities as those of a tax attorney.