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ABOUT US

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 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. 

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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 basic credit strategies.

We are your independently owned and operated Virtual Tax & Financial Services Firm.

TAX SERVICES

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Your Trusted Tax Preparation & Financial Services Partner

718 Tax & Financial Services provides 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.  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 - we serve 48 states.

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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.

Learn more about our CEO on Spotify  YouTube.

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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!

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EXISTING SMALL BUSINESS
TAX PREPARATION

Exceptional Care and Attention

Our team provides self-employed, small business services to help alleviate your tax prep uncertainty and stress. Are you an independent contractor, sole proprietor, single member LLC,

S-Corp or Partnership? It may be overwhelming but reach out for a 25 minute consultation to help you navigate to the next level.

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.

ARE YOU A NEW BUSINESS?

BUSINESS START-UPS
TAX PREPARATION & PLANNING

Trusted Start-Up Tax & Accounting Services

718 Tax Services has experience handling accounting matters pertaining to the general business start-ups. Regardless of what type start-up business you have, we can seamlessly step in and take responsibility in advising you on 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.

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CONTACT US

We encourage virtual appointments. In-person meetings are by appointment only, if virtual option is not feasible. 

Our office location is for local in-person appointments only or secure document drop-off.

12574 Flagler Center Blvd., Suite 101

Jacksonville, FL 32258

Open January 2024 - May 2024

*Limited hours June - December 2024
Monday - Saturday - click here for appointment link

*Limited hours, so appointments are highly encouraged.

 

Notary Public Services now available!

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 (individual & small business) to what to upload for tax preparation.  Any questions let us know and someone will get back with you in 24 hours or less.

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