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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
CEO and Founder, Phylesha Dabney is a virtual Tax Return Professional located in Virginia and credentialed to prepare taxes across the United States for individuals, families, and self-employed. Serving the areas of Maryland (required license), New York (required license), Virginia, metro DC, and other parts of the US. I do not prepare taxes for: the state of Oregon, Partnerships, S-Corporations, and C-Corporations. Her goal in starting a tax business is to help people increase their financial literacy so that they can manage their tax planning. Payment options includes ACH debit, Credit Card, 3rd Party processors, Pay with your refund, or Budget options. To see pricing package details, please visit my website. There is a minimum payment starting at $75 to get started. Filing extensions starts in March 2026.
Overview
Hired 16 times
Serves Mechanicsville, VA
Background checked
License verified
1 employee
6 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Credit card, PayPal, Square cash app, and Stripe.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2024
Credentials
License verified
Tax Preparer
License state: NY
Background checked
Passed by Phylesha Dabney on Feb 24, 2021.
Services offered
Employment status
Customer is self-employed
Customer is not self-employed
Work location
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Excellent 4.9
19 reviews
5
95%
4
5%
3
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Read reviews that mention:
Angela M.
Mar 16, 2025
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Hired on Thumbtack
Although I was looking for someone in my local area; Phylesha was just what I needed. Her consultation, check-ins, reminder emails and responsiveness are what I needed to keep me on track to submit my taxes in a timely manner.
Individual Tax Preparation
Robyn K.
Apr 3, 2024
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Hired on Thumbtack
Phylesha was awesome! She is very knowledgeable and went the extra mile for me. I will be using her again next year to assist with my taxes.
Dreamer Financial Services LLC's reply
Thank you Robyn for allowing Dreamer Financial Services to help you. Appreciate the 5✨ review. Looking forward to seeing your next tax season.
Individual Tax Preparation
Dana B.
Mar 6, 2024
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Hired on Thumbtack
She was so kind to spend some time with me, a newly self-employed individual, and answer some of my tax questions. She even went above and beyond and sent me a message later with a few other things that came to mind. I look forward to working with her in the future.
Dreamer Financial Services LLC's reply
Thank you Dana for the kind words and 5⭐️ review. Looking forward to working with your in the future.
Individual Tax Preparation
Denise L.
May 7, 2022
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Hired on Thumbtack
Phylesha is amazing! I have used other big name tax service providers in the past and have felt like I was getting taken advantage of. I have very little tax knowledge. Not only did Phylesha help me me save THOUSANDS on my taxes this year, she helped me learn more about how to do my taxes and what I can put on my return to save money. She showed me and taught me things this big name company never have! And she is very professional, kind and has great communication skills. I was nervous with working with someone who did not live in the same state as me but the entire process was very easy and stress fee. You are in safe hands with Phylesha.
Individual Tax Preparation
Brittany T.
Feb 3, 2025
10/10 would recommend Dreamer Financial Services for someone that wants: honest & reliable service, detailed information on your taxes, great communication, she’s able to reply in timely manner! Phylesha is amazing, unmatched and hardworking to make sure, she gets your taxes right for the year! I’ve been going to her for three years now and I haven’t been dissatisfied with her work! I highly recommend anyone that wants their taxes done right and efficient the first time!
Dreamer Financial Services LLC's reply
Thank you Brittany. I look forward to our chats. I am always glad when I can help.
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
"Transparency". My pricing is readily available for review.
What is your typical process for working with a new customer?
A phone consultation is the first step where we discuss expectations and general information (15 minutes). Then, there is a client intake form which outlines the clients income situations. Afterwards, we decide if we want to move forward.
What education and/or training do you have that relates to your work?
I have completed over 100 hours of income tax school which affords me the opportunity to prepare taxes all over the USA. I am an Annual Filing Season Program recipient listed in the IRS directory of tax professionals. I am a Registered Tax Return Preparer for the state of Maryland. And, I have completed additional requirements for the state of New York. Currently, I am a student to acquire my EA designation.
