See how we can help

KW Financial Services

Makes Tax Effortless!

Our boutique, client-centric, tax advisory and accounting service has been serving those within our community for over 10years. We have geared up to provide both personal and professional virtual tax, accounting, and financial services for the 2023 tax season.


Michele D
Individual Tax Preparation.

"I love Simone! We have used her the last couple of years! She’s an expert consultant, friendly, and professional! I would definitely recommend!"

Joseph A.
Individual Tax Preparation

"I worked with ShaQuita Smith on filing my 2021 taxes. I’m absolutely impressed with her professionalism, attention to detail, and communication. My taxes were filed promptly and at an affordable rate. Would love to do business again next year!"

Jill J.
Business Tax Preparation

"I'm so glad I found Simone at K.W. Financial Services. She was so professional, patient, and communicated very thoroughly with me. I never looked forward to doing my taxes, but Simone really made the whole process seamless. Thank you so much, and I'll definitely be using your services in the future."

Sherry Y.
Business Tax Preparation

"Simone responded within moments of my first inquiry on Thumbtack. We arranged a time to speak on the phone for the first time and her call came in exactly at the time she told me to expect it. She was friendly and personable from the first conversation. She makes herself available whenever I need her. So thrilled to have connected with her and look forward to continuing to work with her on an ongoing basis."

what they're saying

© KW Financial Services LLC  |  Site Design By Jess Gingrich  |  Terms & Conditions  |  Privacy Policy

"The List:2022"

7 Money saving Tax strategies

free guide

Sign up for access to the guide as well as tax law updates, money management tips, and entrepreneurial inspiration sent straight to your inbox!

thank you!