Dreamer Financial Services, LLC
Online
(2)
Online
(2)
Dreamer Financial Services is a virtual tax preparation company providing services across the United States for individuals, families, and self-employed. I have additional licensing for Maryland and New York. I use an app and a portal to get your documents uploaded quickly from a computer or phone seamlessly.
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2 customer reviews
Denise
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. More...
Denise
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. More...
What do you love most about your job?
I like numbers. Being able to explain how it works and coming away when the other person understands too.
What inspired you to start your own business?
I went to get my taxes done. I got into a discussion with the tax preparer *wink wink". From there, I had a eureka moment where I said "I CAN DO THIS." I haven't looked back on my decision.
Why should our clients choose you?
Our commitment to staying up to date on tax matters. Checkout our website, social platforms, or google for any ongoing informations, promotions, specals. After tax season, we immerse ourselves in tax knowledge and update cutting-edge technology within our virtual tax firm, ensuring that you receive tailored solutions to meet your specific tax needs and protect your personal data.
Can you provide your services online or remotely? If so, please add details.
Our virtual tax preparation is available during the tax season for new clients. We also offer a Free Consultation appointment for the month of January. Current clients have the added benefit of contacting our offices year-round. Whether clients are planning for the upcoming tax season or need assistance with tax-related matters throughout the year, our virtual tax preparation services are available.
What changes have you made to keep your customers safe from Covid-19?
Our virtual tax preparation is available year round. Our clients upload their documents from the comfort of their home.
Tax Preparation Service
Audit Protection
Free Consultation
Virtual Tax Preparation
Tax Return Amendment
