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KW Financial Services LLC
KW Financial Services LLC

KW Financial Services LLC

Offers remote services
Discounts available
Offers remote services
Discounts available
starting cost

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Special tax situations

It’s free, with no obligation to book

Introduction: Hello! S. Simone Smith here and I am an Accounting professional with over 16 years of experience in Accounting & Finance. I enjoy being a source of knowledge regarding IRS tax rules and regulations, GAAP, financial analysis, and overall financial management. Though I have many strengths, I must admit that helping individual and business clients structure the best strategy to minimize their tax liability is what I enjoy most! My software and technical expertise includes QuickBooks, Excel, and Corvee Tax Planning to name a few. I'm also learning the ins and outs of Sage Accounting for Small Business, and Gusto payroll solutions as well.

Hired 17 times

Serves Charlotte, NC

Background checked

1 employee

2 years in business

Payment methods

Apple Pay, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Zelle

Social media

Facebook, Instagram

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

Wear masks during the job

Disinfect surfaces touched during the job

Photos and Videos

2 photos

Special tax situations

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

Excellent 4.9

17 reviews


Read reviews that mention:

Julie G.

Individual Tax Preparation

Simone was amazing to work with! She offered a free consult to review my needs/questions and quoted a very fair price. She was extremely communicative and responsive and walked me though all the steps she used on my complicated multi-state return. Thank you Simone for making taxes actually enjoyable, highly recommend to anyone looking for tax preparation.
Apr 4, 2021
Charles W.

Individual Tax Preparation

The service was top notch! I could discern from speaking with Ms. Simone that she really cares about doing the best tax preparation she can. Along with taking time to educate and ensure that I understood my tax situation as well. I really learned things I did not know or fully understand about taxes from the conversations we had. I also appreciated the response time when I reached out with a question or concern as well as the updates on the process of the tax return. I plan on using her service again and I recommend this service to anyone.
Mar 21, 2021
Leslie A.


KW Financial Services is a life saver As! As a new business owner who had never done my business taxes before I really needed an expert to take the information I had an make sense of it to report it accurately to the IRS. I am grateful for the knowledge and know how that they offer with timely responses and personal adaptable and flexible service.
Apr 7, 2021
Damien E.

Individual Tax Preparation

Simone is one of the best to do it. She cares about your money and is concerned about getting you the best value, whether it be her work, or maximizing your results. I can truly say I am a satisfied customer. I had issues I went to other "tax pros" about that were solved quickly and efficiently. Keep working and being a positive influence in today's society by setting the bar!
Mar 7, 2021
Demicka A.


Excellent service and very professional! She was very knowledgeable of the material I was looking for and was very helpful. I look forward to working with you again. Thank you so much.
Apr 6, 2021
Background Check

Shaquita Smith


  • What should the customer know about your pricing (e.g., discounts, fees)?

    For Tax preparation my fee starts at $175 and increases based on the complexity of your return or specific needs. For all other services my rates are project based and range between $75-$100 per hour and I often offer discounts depending on the length and scope of the project.

  • What is your typical process for working with a new customer?

    New client engagements always begin with a free consultation to discuss your specific tax or financial services needs, to ensure that I can meet or exceed those needs, and to most importantly ensure that we are both a good fit to partner together on your project.

  • What education and/or training do you have that relates to your work?

    I have a Bachelor of Science in Finance and I spent most of my career working for major corporations in Telecom and Oil & Gas.

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