ABOUT US
718 makes the difference in your tax preparation needs. We soar with care and attention for all your tax & financial services needs.
Complete the Client Intake Form. Schedule your Tax appointment. Upload your tax documents from the comfort of your computer or smartphone to the Client Portal.
We'll take care of the rest securely and efficiently.
The 718 difference is felt as we exhibit excellence as your virtual tax & financial services preparation partner. We look forward to serving your personal, small business, financial and credit education needs!
We are your independently owned and operated
Virtual Tax & Financial Services Firm
TAX SERVICES
Your Trusted Tax Preparation & Financial Services Partner
718 Tax & Financial Services will be providing clients personalized tax services throughout the Northeast Florida area. With our specialized training, we are equipped to handle all of your tax preparation needs virtually or in-person. Due to COVID-19 and social distancing, we are empowered to assist you safely. Whether you require assistance at the personal or small business level, we are ready to serve as your tax planner in the years to come. Your needs will be cared for exceptionally in Duval County and surrounding areas. If you are in a state other than Florida, we can assist you virtually.
Our CEO and owner is a graduate of Florida State University with a Bachelor of Science degree in Finance, an MBA from Webster University and
Master of Science in Accounting with a Concentration in Taxation from Southern New Hampshire University with honors.
You may ask what does 718 represent? Some thought it stood for the area code for New York. Although New York's area code is 718, it means something else. On 7/18/2017, (718) was established. 7 = Completion - (month of July); 1 = Unity and 8 = New Beginning. The owner made a decision to retire Corporate America and venture into entrepreneurship for not only for her family, but to also serve the community. With that said, our CEO and founder has been laying the groundwork for 718 since early 2017 after finishing a 2nd graduate degree on July 1, 2017, and losing employment in March 2018. Entrepreneurship was always the plan, so while juggling faith obligations, family and full-time employment, creation of
718 Tax & Financial Services has came into fruition. We are driven by faith, family and educating people in finance.
We are independently owned and operated!
SMALL BUSINESS
TAX PREPARATION
Care and Attention
Our team provides self-employed, small business services to help alleviate your tax prep uncertainty and stress.
PERSONAL TAX PREPARATION
For what matters most
No matter what type of financial situation you have, our team of experts will provide the best course of action. We serve clients with both individual and business needs.
BONUS - INDUSTRY SPECIALTY
REAL ESTATE INVESTOR TAX PREPARATION
Trusted Real Estate Accounting Services
718 Tax Services has experience handling accounting matters pertaining to the real estate investing industry. Regardless of what type of transaction our real estate investors have running, we can seamlessly step in and take responsibility for their tax and accounting obligations. It can be confusing and difficult trying to handle these issues alone. Don’t take any financial chances, get in touch today for the best financial advice.
CONTACT US
Credit Education Available
Due to us coming out of COVID-19, appointments are still virtual from your computer or smartphone.
In-person meetings are by appointment only.
Masks & hand sanitizing are recommended.
Our new office location for local in-person appointments only or secure document drop-off
12574 Flagler Center Blvd., Suite 101
Jacksonville, FL 32258
January - May 2021
Monday - Saturday - click here for appointment link
June - December 2021 - limited hours, so appointments are highly encouraged.
Email us at admin@718TaxServices.com
904-233-7808 Call or Text
TAX PREPARATION CHECKLIST
Please start your client portal to gain access to the tax preparation checklist. We will provide you a guide to what to upload for tax preparation. Any questions let us know and someone will get back with you in 24 hours or less.
