Tax & Financial Advisors, Inc.
Tax & Financial Advisors, Inc.

Tax & Financial Advisors, Inc.

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Introduction: We are a Full-Service Firm providing Tax Return Preparation and IRS Representation, Accounting for Small Businesses including Quickbooks support, Financial, and Estate Planning. Our Clients
Overview

Hired 8 times

License verified

4 employees

23 years in business

Payment methods

Ask this pro about their preferred payment method.

Featured Projects

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Great 4.8

5 reviews

5
80%
4
20%
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Anthony M.
Sep 11, 2015
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Hired on Thumbtack

Hired on Thumbtack

Individual Tax Preparation
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Alicia R.
Mar 26, 2015
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Hired on Thumbtack

Hired on Thumbtack

Professional and friendly. The appointment was on time. No waiting
Individual Tax Preparation
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Mark G.
Jan 28, 2017
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Hired on Thumbtack

Hired on Thumbtack

Shannon was very nice yet very professional. We felt extremely comfortable with her and confident with her capabilities. Also veteran friendly!
Accounting
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Shannon B.
Oct 6, 2017
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Hired on Thumbtack

Hired on Thumbtack

Shannon took the time to meet with me earlier than normal business hours to fit my schedule and she spent a lot of time talking me through the process of beginning my small business and helping me get started with this very exciting adventure.
Accounting
pro avatar
Nancy H.
Nov 21, 2017
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Hired on Thumbtack

Hired on Thumbtack

I’m new to Florida and finding new companies or individuals to assist me with my needs is important. I appreciate this service.
Individual Tax Preparation
Credentials
License

License Type: Enrolled Agent (IRS) (FL)

License verified on 8/28/2015

FAQs

  • What types of customers have you worked with?

    Tax Return Preparations, Accounting/Bookkeeping, Payroll, Financial Planning, and IRS Representation

  • What advice would you give a customer looking to hire a provider in your area of work?

    Visit them in person before you make the decision to use their Services.

  • What questions should customers think through before talking to professionals about their project?

    You have to be as perfect as possible when working with a clients Tax Return and IRS Representation.