Green Financial Services, LLC
Green Financial Services, LLC

Green Financial Services, LLC

Top Pro

Offers remote services
Offers remote services
contact for price

Select a service
Zip code
Accounting needs
Annual income
Accounting software
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: Since 2001, I have assisted individuals with understanding their finances and gaining financial stability and freedom. I am driven and motivated by the idea that I can help in any way in providing a sense of peace in an area of life that causes a significant amount of stress for individuals, families and retirees. As a result, I am committed to offering affordable services and to strive in each situation to go above and beyond expectations. The most enjoyable aspect of my work is educating individuals and having them obtain a clear understanding of their finances and how certain events or decisions potentially impact their goals. Also, I truly enjoy the sense of relief and happiness my clients express after being set on the correct path to achieving and maintaining their financial goals through strategic planning.
Overview

Current Top Pro

Hired 854 times

Background checked

License verified

3 employees

20 years in business

Payment methods

Cash, Check, Credit card, PayPal, Square cash app, Venmo, Zelle

Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jul - Dec

All year

All year

All year

All year

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

5 photos

Reviews

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

Excellent 4.9

391 reviews

5
95%
4
4%
3
1%
2
0%
1
0%

Read reviews that mention:


Fantasia S.

Individual Tax Preparation

Mrs. Green was extremely knowledgeable and professional. She answered all of my tax questions. My first experience using an accountant. I will be utilizing Green Financial Services for all future tax needs.
Green Financial Services, LLC's reply
Thank you, Mrs. Sullivan, for the opportunity to serve you!
Apr 25, 2021
·
Verified
Kathy A.

Individual Tax Preparation

Since my Accountant retired last year due to Covid 19, I was forced to find a new Tax Preparation Service. I found Green Financial listed on the Web. After reading a number of reviews, I was confident enough to call and set an appointment. I dropped my Tax Information off in the afternoon, and was called within 5 hours to let me know that to my surprise, my taxes had been completed!!! I found that the Service Provider was Professional, Efficient, and extremely Knowledgeable about Tax Laws! Every question I ask was met with appropriate answers. I was very happy with the service and would definitely recommend Green Financial to my friends. In fact I have already passed on the information to a few of my friends.
Green Financial Services, LLC's reply
It was truly a pleasure to serve you, Ms. Pierce!
Apr 19, 2021
·
Verified
Melody D.

Individual Tax Preparation

Ms. Green met with me virtually to discuss my financial questions and particulars. Something that my prior accounting firms had never done. She then sent me a worksheet to complete with a link to upload my documents. I sent her my own Excel spreadsheet with my scanned documents and literally overnight she completed it! I am in awe of her professionalism, speed and friendly demeanor. I plan on using her services for years to come.
Green Financial Services, LLC's reply
It was truly a pleasure to serve you, Mrs. Dabrowski!
Apr 12, 2021
·
Verified
Ilana V.

Individual Tax Preparation

I highly recommend working with Green Financial Services. My total owed was reduced and my online payment/withdrawl was set-up and already taken by the IRS. All I had to do was fill out a form and send over my documents (through secured email). Shaunte was very professional and efficient. There was something in the Cares Act that wasn't accounted for in the online tool I used and because of Shaunte's expertise, it was determined that I owed half of what I thought I would! She was very responsive and thorough and answered all of my questions. Thank you! I will be in touch next year!
Green Financial Services, LLC's reply
I appreciate being able to serve you, Ms. Vojnovich!
Apr 6, 2021
·
Verified
Lou. M.

Individual Tax Preparation

I was very satisfied and happy with my tax return, and it was done a lot better than the last accountant had for me. I will definitely return again. Miss green explained everything in more detail than my past has been. I would definitely recommend her to anybody that needs her services. I’m also glad I checked with thumbtack first before making any decisions. I’m very happy, thank you again miss green.
Green Financial Services, LLC's reply
I am happy you obtained a better understanding of your tax situation, Mr.Macklin. It was a pleasure serving you.
Apr 17, 2020
·
Verified
Credentials
License

License Type: Tax Preparer (MD)

License verified on 7/10/2020

Background Check

Shaunte Green

FAQs

  • 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.

Not what you’re looking for?

No problem: we have pros for every job.