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About
I'm approachable and keep clients updated at every step. Currently working strictly remote.
I really love numbers - adding, subtracting, calculations, etc., etc. That and my attention to detail makes me great at responding to audits and preparing back taxes.
Multi-year and multi-service discounts available.
Overview
Hired 14 times
Background checked
3 employees
14 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.
Services offered
Service needed
Annual tax filing
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Exceptional 5.0
5 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Yoram N.
Jun 17, 2023
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Hired on Thumbtack
Shervon was great to work with. He is very knowledeble and responsive. I highly recommend him for taxpreparation. Yoram
Individual Tax Preparation
Phillip H.
Apr 16, 2015
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Hired on Thumbtack
My experience so far with Mr. Small has been excellent. He professionally prepared my 2014 return very timely and researched several issues with the IRS on my behalf. I would highly recommend his services to anyone with the easy to the most complex tax situations. Very responsive.
Individual Tax Preparation
Lauren S.
May 13, 2023
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Hired on Thumbtack
Shervon was absolutely amazing! This was my first time working with him and I will definitely be a returning customer. Shervon was able to help file my taxes while also giving me numerous tips and plenty of knowledge! Thanks again Shervon!!
Individual Tax Preparation
Antoinette S.
Apr 9, 2015
I needed my taxes done and was referred to him by a friend I could only correspond thru email because of my job and he emailed me at every step was very prompt and he explained everything I will be getting my taxes done by him in the future
Chaitra B.
Mar 15, 2021
•
Hired on Thumbtack
Shervon responded to my inquiry very quickly. He provided great feedback regarding my request. He also answered other questions I had as well. I highly recommend. Excellent customer service, knowledge and professionalism! Thank you Shervon!
Personal Tax Solutions, LLC's reply
Thanks for putting your trust in our services and for the review. Looking forward to working with you in the future!
Tax Attorney
Credentials
Background Check
Shervon Small
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
NO complicated pricing system.
Personal Tax Solutions, LLC charges its clients a flat fee to conduct tax resolution. While we track our time, faxes, letters, research, and other work performed, we find that our clients experience a significant benefit from knowing up front the total cost for our services. This is particularly true given the situation most of our clients are in - they are stressed about the taxes they owe and want to feel a sense of control over their finances. In our extensive experience tracking our time on past cases, we found a pattern for the amount of work required to bring a case to resolution. The most important variables that will dictate the amount of work required by us to resolve your case are: 1) the amount of tax owed, 2) the type of tax owed, 3) the responsiveness of our clients to our requests for documents, and 4) whether you have tax owed to more than one agency (i.e., Federal and State).
What is your typical process for working with a new customer?
The first step is to understand the issue - what problem are you trying to solve?: unfiled returns, tax debt, wage levy, etc. For that, a phone call is invaluable.
I then need to understand why you owe, haven't filed, etc. Was there an audit, identity theft, retirement distribution? I may need to review IRS or State tax records.
Finally, we'll discuss your options and I'll get to work.
What education and/or training do you have that relates to your work?
I started this work back in law school and have been doing it ever since; staying abreast of tax law changes every step of the way.
