Vivas Taxes & Insurance

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Introduction: We’re your best choice for tax preparation and Life insurance in the Charlotte area because we keep up on all the latest revisions and updates to the State and Federal tax regulations. We use Effective Strategies to Reduce Your Tax Liability tax planning takes experience and an in-depth knowledge of the very latest changes to the tax code and tax law. This is why we provide financial planning. Already have life insurance? Have you out grown your policy? New marrige or recently divorced, new baby? We can help you with all situations.

Overview

Background checked

3 employees

15 years in business

Payment methods

This pro accepts payments via Apple Pay, Cash, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, and Zelle.

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Facebook, Instagram

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Reviews

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

5.0

3 reviews

5

100%

4

0%

3

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Niah H.

May 15, 2019

Five stars ! Martina has been doing my taxes for about 5 years now. Always on times, and great work. She knows what she’s doing!

Alex h.

May 15, 2019

Martina was very professional and I would definitely be using her services again.

Flecial w.

May 16, 2019

Wise Accounting Pros was very professional and I was able to receive all of my documents in a timely manner.

Credentials

Background Check

Martina Vivas

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We offer a $50 referral fee.
What is your typical process for working with a new customer?
We always welcome new clients. I like to take time to get to know my clients. It is good for new clients to fill out a questioner so we can get the entire picture of their tax filing status.
What education and/or training do you have that relates to your work?
I have over 20 years of experience preparing taxes. I also have an MBA in accounting.

Vivas Taxes & Insurance

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