718 Tax & Financial Services

Name: 718 Tax & Financial Services
Address: 718 Tax & Financial Services, LLC 12574 Flagler Center Blvd - Suite 101, Jacksonville, Florida
Telephone: +19042337808
Rating: 4.94

4.9

(18) 18 reviews

718 Tax & Financial Services, LLC 12574 Flagler Center Blvd - Suite 101, Jacksonville, Florida

Our Booking PolicyWe value your time with you. Out of courtesy, provide 24 hours for cancelling. For an exploratory call, please select that appointment. A deposit will be required at time of booking, which is applied to tax preparation fees & non-refundable.

Services

Virtual Tax Preparation

1 hr 30 mins··$75

Please upload your tax documents to our secure client portal or mobile app 48 hours prior to your appointment & complete the client intake form, NO EXCEPTIONS. Client in-take form can be found here: https://form.jotform.com/223545966657168.

Please reschedule your appointment if you are unable to provide your tax documents within 48 hours. If you need a tax document checklist, email us at admin@718TaxServices.com or view your client portal for the document.

A $75 deposit is required for this service & will be applied to your tax preparation fee.

Client Portal:

https://onboardible.com/client/invitation/718Tax&FinancialServices/Angelina

Mobile App:

https://taxestogo.com/App/Download/5725

Be prepared to provide sensitive information in the secure platform & be upfront with your tax situation.

Call the Offset hotline to know your tax liability status at 800-304-3107

Virtual Tax Review for Existing Clients in Last Phase of Tax Preparation Only.

1 hr··Free

PLEASE READ CAREFULLY

***Only schedule if you are in the LAST PHASE and your tax return is already prepared by one of our 718 staff. ***

If you schedule and not in the last phase, your appointment will be automatically cancelled, NO EXCEPTIONS. Find another appointment category that will suit your needs.

718 Tax & Financial Services will give you a detailed recap of your tax preparation.

Zoom Link will be provided for this last phase of service.

Virtual Client Intake Call - (Tax Preparation)

30 mins··$75

Please be prepared to answer basic questions related to your tax filing.

If you prefer, please complete the client intake form here: https://form.jotform.com/223545966657168

Your virtual meeting will be on Zoom, so your meeting invitation will be provided via a valid email address via our client portal. If you need to cancel your meeting, please provide advance notice & your deposit is non-refundable.

You will be provided a consent form and client agreement at this meeting to be familiar with pricing and guidelines.

$75 Non-refundable deposit is required for this appointment.

The deposit is applied toward your tax preparation fee should you choose 718 to prepare tax filing.

Exploratory Call

25 mins··$50

Are you a new potential client looking to choose 718 Tax & Financial Services for tax preparation services?

If you answered yes, book an appointment for a limited 20-minute exploratory phone call. If you prefer a virtual (Zoom) call, let us know and we can provide you with a meeting invitation.

There is a $50 non-refundable fee for this call.

Once your appointment is booked, please have your list of questions or concerns ready.

FAQs are what is your pricing?
- All of this is listed out in our client agreement when you e-sign & become a client.

If you choose 718 as your tax preparation provider, more details will be provided via a valid email address or your client portal dashboard.

We look forward to serving you! We are driven by Faith, Family & Educating people in Finance! Please drop by our website to read our reviews and client testimonials. www.718TaxServices.com

Interested About Repairing your Credit?

5 mins··Free

Team

Book with 718 Tax & Financial Services
718 Tax & Financial Services

About

We are your virtual tax preparation partner that is driven by Faith, Family & Educating People in Finance. Schedule your appt accordingly for 2024 or begin your client portal at: https://marketingpro.sbtpg.com/site/718TaxServices/activity/dashboard

+1 904 233 7808

admin@718taxservices.com

https://marketingpro.sbtpg.com/site/718TaxServices

Good to know

Pay online

Social media

Reviews

18 reviews

Charlie
·
Ms. Angelina and 718 have always done an outstanding job with my taxes. This is my 3 year returning to them for my tax needs and I am always overly satisfied with their services and customer service! I'm grateful that I've found a trustworthy, professional and caring company to rely on for my tax and financial needs.
Ryan
·
I’m very grateful to have found 718 taxes and Angelina. She is very knowledgeable and trustworthy. She has made my first experience with business taxes a breeze! Again, very grateful to and for her!
Mariela
·
I always receive top notch customer service from Ms. Angelina! I trust her knowledge in this industry and I trust her character, I'm grateful!
Sheila Richardson
·
Angelina is great I love her love for people and she will do anything to help you.
January Jones
·
718 Tax is phenomenal! I found Ms. Angelina from a podcast interview she was on and just an amazing person that is knowledgeable. I learned more in my 15 min initial call than I did previously filing my taxes. Those reviews you see about technology issues, need to ask for Ms. Angelina to send instructions as the process was smooth for me. Please make sure you read the instructions step by step. The person doing the action is the problem not the person that outlines the instruction. 10 stars would be given if I was allowed to. Thank you, Thank you, Thank you - 718 Tax & Financial Services
Annette Hall
·
I received excellent service. I received clear, detailed information regarding my taxes. All of my questions were answered. I will be back again

Address

718 Tax & Financial Services, LLC 12574 Flagler Center Blvd - Suite 101, Jacksonville, Florida

718 Tax & Financial Services

4.9

(18) 18 reviews

Book

718 Tax & Financial Services, LLC 12574 Flagler Center Blvd - Suite 101, Jacksonville, Florida

Phone Email Website

Grow your brand with Setmore

718 Tax & Financial Services

Services

Consultation - Tax Preparation

Virtual Tax Preparation

Virtual Tax Review for Existing Clients in Last Phase of Tax Preparation Only.

Virtual Client Intake Call - (Tax Preparation)

Notary Public

Notary Public Services

Other

Exploratory Call

Interested About Repairing your Credit?

Team