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OUR SERVICES

Solutions for Individuals and Businesses

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INDIVIDUAL TAX PREPARATION & PLANNING

Helping Individuals Maximize Their Return

SMALL BUSINESS TAX PREPARATION

Preparing Accurate Small Business Returns

TAX PLANNING, BOOKKEEPING & FINANCIAL ADVICE

Helping Taxpayers & Businesses Prepare For Their Future

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Whether by email or chat we are here to help!

MEET S&M FINANCIAL SERVICES

Entrust your tax preparation & bookkeeping needs to S&M Financial Services, a trusted name for over 20 years. Our experienced tax & bookkeeping professional offers comprehensive services for individuals and small businesses remotely. Bookkeeping services are handled remotely via QuickBooks Online to include providing valuable reports to analyze & grow your business. Tax preparation services include rapid refund capabilities and preparation completed via convenient virtual appointments. As a full-service tax preparation firm, we handle all state taxes, ensuring you receive the maximum refund possible.

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• Over 20 Years of Experience  • Rapid Refunds • Virtual Appointments • Tax Evaluation • E-Filing • Certification with the IRS • Bookkeeping • Helping Individuals & Small Businesses

©2024 by S&M Tax Preparation Services

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