Tax Savvy Financial Services
Smart, Stress-Free Tax Filing Starts Here
tax Savvy financial services
Smart, Stress-Free Tax Filing Starts Here
At Tax Savvy Financial Services, we believe smart financial management starts with clarity and strategy—not stress.
Tax Savvy helps individuals, families, and business owners navigate tax season confidently while building a stronger financial future.
We combine expert knowledge with personalized service, offering seamless and secure support in tax preparation, bookkeeping, and financial planning.
At Tax Savvy, we don’t just file returns — we build lasting relationships based on accuracy, integrity, and care.
TAX HELP YOU NEED AND THE
BIGGEST POSSIBLE
REFUND GUARANTEED!
Tax Savvy Financial Services provides unparalleled personalized tax services to a broad range of clients across the world. As your certified tax professionals, we are here to ensure that all your tax preparation needs are met accurately and as quickly as possible. We take pride in our ability to provide our clients with up-to-date knowledge on important IRS updates and changes. We are ready and able to serve as your tax professionals and help guide you down the path to success.
TAX HELP YOU NEED AND THE
BIGGEST POSSIBLE
REFUND GUARANTEED!
Tax Savvy Financial Services, solutions provides unparalleled personalized tax services to a broad range of clients across the world. As your certified tax professionals, we are here to ensure that all your tax preparation needs are met accurately and as quickly as possible. We take pride in our ability to provide our clients with up-to-date knowledge on important IRS updates and changes. We are ready and able to serve as your tax professionals and help guide you down the path to success.
MEET THE
CEO
Meet the mind behind the numbers.
Hi, I’m Washale Dobson, founder of Tax Savvy Financial Services. I started this company to take the stress and confusion out of tax season and help people feel confident about their finances.
With years of experience in tax preparation and financial strategy, I’m passionate about helping individuals, families, and business owners keep more of what they earn and plan for the future with peace of mind.
At Tax Savvy, you’re more than a client — you’re part of a community built on trust, clarity, and smart financial growth. 💼✨
OUR TAx preparation SErvices
We offer a full range of tax preparation services to ensure a hassle-free tax season.
We assist with tax planning to better manage your taxes.
WHY CHOOSE US?
Personalized Approach
We understand that every client's financial situation is unique. That's why we take the time to listen to your needs, concerns, and goals, tailoring our services to ensure the best possible outcomes for you.
Experience and Expertise
With years of experience in the tax industry, our team of tax professionals is well-versed in the ever-changing tax codes and regulations. We stay up-to-date with the latest developments to provide you with accurate and reliable advice.
Client
Satisfaction
Our track record of satisfied clients speaks for itself. We're proud to have helped individuals and businesses not only meet their tax obligations but also achieve financial success.
Ready to simplify your tax season? Contact us today to schedule a consultation. We're here to answer your questions, provide guidance, and set you on the path to financial success.
Tax Preparation Process
We offer a full range of tax preparation services to ensure a hassle-free tax season.
We assist with tax planning to better manage your taxes.
STEP:01
Schedule AN ONLINE OR IN OFFICE WITH A TAX PRO
Select “file online” or "File in office".
STEP:02
SCHEDULE YOUR APPOINTMENT
Schedule your 30 minute appointment with one of our Tax Professionals at your preferred time.
STEP:03
FILL OUT THE CLIENT FORM
Fill out the online “Client Contact Form”. After you have completed, you will receive a link to schedule your appointment.
STEP:04
FILE WITH A LIVE TAX PRO
File with a live Tax Pro on-line with the ZOOM meeting App.
Frequently Asked Questions:
What documents do I need to prepare my taxes?
You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.
When is the tax filing deadline?
For most individuals, the tax filing deadline is April 15th. However, this date can vary, so it's important to double-check each year.
What are the benefits of using a professional tax preparer?
Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.
Can I e-file my taxes through your website?
Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.
What should I do if I can't pay my taxes in full by the deadline?
If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.
What tax credits and deductions am I eligible for?
Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.
How long does it take to receive my tax refund?
The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.
What if I have income from multiple states?
If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.
What records should I keep for tax purposes?
It's important to keep records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns.
What is the penalty for filing taxes late?
The penalty for filing taxes late is usually 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum of 25%. If the return is more than 60 days late, the minimum penalty is $435 or 100% of the unpaid tax, whichever is less.
What happens after I submit my client data form?
One of our tax professionals will review your information and call with 24 hours for a free estimate.
How do I Contact you about my free estimate?
Office:
Email:
What documents do I need to verify my Identification?
ID, Taxpayer Social Security Card, and Dependent Social Security Cards.
What documents do I need to verify my filing status and address?
Utility Bill, Lease, Cable Bill.
What documents do I need to verify my dependents relationship
Birth certificate, Adoption statements, Government statements.
What documents do I need to verify my dependents residency?
Medicals records, School Records, Shot Records, or Lease with dependents names.
What documents do I need to verify my income?
W2, 1099’s, 1099k, Bank Statements, Receipt Book, Summary of Income & expense, Records of Expenses, Financial Transactions, Reconstruction of Income & expense, and any other income documents.
What supporting documents do I need to verify my small business or self-employment business?
LLC, EIN, website, pictures of business, prior year tax returns, business license, client testimonials, business plan, professional licenses, contract & agreements, business registration
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