Meet the team

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Money Smart Tax Services, Inc. is committed to providing our clients and the individuals in our community with affordable, proficient, and professional tax preparation services. We take pride in educating our clients and helping them make money-smart tax decisions. We take the stress out of the tax preparation process.

Our team is comprised of customer-service focused professionals who are experienced and well-trained in the duties of their roles. All of our tax preparers undergo in-depth vetting and training that includes:

  • 40+ hours of IRS-approved initial training

  • 16+ hours annual IRS-approved continuing education credits

  • Data & Information Security Training

  • Criminal Background Checks

We pride ourselves on protecting our clients’ information which is why we invest in software, tools, and business insurance that protects them and us against any potential cyber threats or security breaches and errors on our part.

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“FOR YEARS I’VE LOOKED TO ESSENCE FOR EVERYTHING SHE IS A WEALTH OF KNOWLEDGE. MOST RECENTLY SHE BECAME MY TAX LADY GETTING ME MORE MONEY THEN I’VE EVER GOTTEN FROM PREVIOUS RETURNS. DON’T THINK TWICE ABOUT HIRING HER FOR THIS COMING TAX YEAR BECAUSE I PROMISE SHE WON’T DISAPPOINT. SHE IS A ONE STOP SHOP SHE’S HELPED WITH CREDIT COUNSELING AND EVEN COUPONING. EVERYTHING THAT SHE TOUCHES TURNS TO GOLD TRUST HER BECAUSE SHE KNOWS HER S$&@!”

— Alicia

WE DON'T JUST "DO" TAXES.

WE'RE YOUR PERSONAL AND SMALL BUSINESS TAX EXPERTS!