Due Diligence Tax Services LLC

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About

We are a remote tax firm that is based in Texas and offer remote financial services. We pride ourselves on developing long term relationships by delivering quality results. We firmly believe that this is the best way to build trust. Client meetings are scheduled through Zoom. We use a secure portal approved by the IRS to upload and download documents. All user accounts are username and password protected. Payment is due after the return is complete and prior to e-file submission. We service all states and my prices include federal and state taxes. (Serious inquiries only)

Overview

Hired 45 times

Background checked

3 employees

6 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Square cash app, and Venmo.

Top Pro status

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

2023

Services offered

Service needed

Annual tax filing

Filing status

Sole proprietorship

Annual revenue

Less than $100K

$100K - $500K

Projects and media

Reviews

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

Exceptional 5.0

26 reviews

5

96%

4

4%

3

0%

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Read reviews that mention:

Dawn S.

Apr 26, 2022

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Hired on Thumbtack

Individual Tax Preparation

Melissa M.

Apr 24, 2022

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Hired on Thumbtack

Patrice was a delight to work with. She was able to answer any questions I had with her expertise and with professionalism. It was easy to communicate with her during the process. Once she received my information, she was prompt in completing my taxes. I was nervous going into tax season and was calm after our first conversation. Thank you, Patrice.

Individual Tax Preparation

Jennifer L.

Apr 6, 2022

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Hired on Thumbtack

I was pleased with the work Patrice did in preparing my taxes. I felt that her price was very reasonable. I liked how she explained her process during our virtual consultation. I was worried about sending my personal information via electronic but everything was very secure. Patrice was quick to respond and she prepared my taxes in a timely manner. She provided quality work and I will definitely use her as my tax preparer here on out.

Due Diligence Tax Services LLC's reply

Thank you Jennifer. It was a pleasure working with you.

Individual Tax Preparation

JEAN B.

Mar 16, 2022

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Hired on Thumbtack

Patrice's experience, knowledge, and professionalism are of the highest quality. She quickly prepared my return and found new ways to help my particular tax situation that others never told me about. I'll never use another tax preparer again. Patrice is also very personable and warm-hearted, totally trustworthy. The fiduciary responsibility and care she has for her clients comes through clearly. Meeting with her via Zoom was easy and enjoyable though we were several states away. Plus, her fee makes Due Diligence Tax Services the highest quality bargain you could find. So happy I found her on Thumbtack!

Due Diligence Tax Services LLC's reply

Thank you Jean. I enjoyed working with you as well.

Individual Tax Preparation

Dorian G.

Apr 11, 2022

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Hired on Thumbtack

Working with Patrice at Due Diligence Tax Services was like waking up and finding out you won the lottery. I had many trepidations connecting with a tax professional after not having success previously. Being a new business owner/self-employed I felt a lot of anxiety with the entire tax process. No fear though, Patrice was there. Simplified everything. Provided me with understanding of the numbers and specifics, educated and empowered me and ultimately left me feeling confident and protected throughout the tax process. As fast as you move and get her what she needs is as fast as she moves to give you what you want. Accurate and complete taxes. 1 thing is for sure. I will be a repeat customer of Due Diligence Tax Service. Thanks again Patrice. You're amazing at what you do.

Due Diligence Tax Services LLC's reply

Thank you Dorian. Always here for you.

Individual Tax Preparation

Credentials

Background Check

Patrice Clay

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My prices are reasonable. I want to make sure tax payers are able to utilize a tax pro.
What is your typical process for working with a new customer?
I ask them questions about their needs of service. I also try to get a feel for them as a client. I provide a service but I also build relationships.
What education and/or training do you have that relates to your work?
Certified tax preparer certification and 1120S certification.

Due Diligence Tax Services LLC

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