Simpson Financial Resources Inc
Simpson Financial Resources Inc

Simpson Financial Resources Inc

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

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Introduction: Simpson Financial Resources, provides individuals, businesses, estates and non profits with tax and financial help. Simpson Financial Resources is a full service accounting firm. The firm is staffed with Enrolled Agents, CPA's, tax preparers and bookkeepers.
Overview

Current Top Pro

Hired 4 times

Background checked

4 employees

1 year in business

Payment methods

Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, Zelle

Social media

Instagram

Currently a top pro

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

Current Top Pro

Featured Projects

5 photos

Reviews

Customers rated this pro highly for responsiveness, professionalism, and punctuality.

5.0

4 reviews

5
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4
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3
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Shannon W.

Individual Tax Preparation

Tax preparation is often very stressful but Simpson FR made it a really easy process. She helped me navigate the forms and efficiently entered all of our household’s info. After everything was entered, she gave me a very thorough rundown of all the information that came back for us. Very helpful and will definitely come back for next year’s taxes!
Aug 23, 2021
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Verified
Dominique S.

Individual Tax Preparation

Professional, understands your goals/ needs/budget, direct, and friendly. Looking forward to working with Stacy(i) for my cleaning company! ✨😁
Aug 20, 2021
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Verified
Kevin M.

Individual Tax Preparation

I really appreciate Stacie! She’s the best! Five stars ✅
Sep 4, 2021
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Verified
Peter J.

Individual Tax Preparation

just liked her response time awsome person to hire
Sep 25, 2021
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Verified
Credentials
Background Check

Stacie Simpson

FAQs

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

    My pricing is lower than many other individuals and this is due to having lower overhead than many other individuals. I will provide discounts for larger projects and long term clients.

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

    I usually start with an introductory phone call. I then proceed with providing them a link to a safe Dropbox to upload documents. Then I will have a 24 hour turnaround on tax returns and most projects. Once you receive completed documents, I ask you to review them for any changes or questions. Once completed, I will invoice you for the tax return . If it is a large project, I may ask for a retainer up front to ensure the task and project will get done.

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

    I am an Enrolled Agent as well as a certified QuickBooks Pro advisor.

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