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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Courtesy Financial LLC offers competitive pricing to people and small businesses alike that need accounting, payroll, and tax services. I started this firm in 2018 and we have seen major growth. It is our goal to maintain monthly charitable contributions to our community as we continue to grow as well. Please let us know if you have any questions.
Overview
Serves Orlando, FL
Background checked
3 employees
8 years in business
Business hours
SunClosedMon10:00 am - 3:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
3 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Dolph T.
Feb 6, 2023
Professionalism is unmatched will always find the time to find solutions. Also extremely passionate always puts clients first.
Courtesy Financial's reply
Thank you so much Dolph for the kind words!
Emily S.
Feb 6, 2023
Always quick to respond and a great help in answering all questions! Couldn’t ask for anything more!
Courtesy Financial's reply
Thank you so much Emily for the kind words!
Cindy Z.
Feb 6, 2023
Casey has been great to work with! He always has a positive demeanor and is very knowledgeable!
Credentials
Background Check
Casey Mallett
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Minimum Personal Returns $300
Minimum Single member LLC returns $350
Partnership / S-Corp Returns with (1-3 owners) minimum: $600
What is your typical process for working with a new customer?
-A 15 minute phone call to see if we are a good fit.
(Ethical and reasonable clients are a must!!)
-Onboarding Emails
-We get to work :)!
What education and/or training do you have that relates to your work?
I have my masters in accounting from Stetson University.
I have my EA license which allows me to do taxes in all 50 states and represent clients against the IRS.
