TAYLOR FINANCIAL SERVICES


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WELCOME



There are many services available from Taylor Financial Services. We are experts in tax preparation, financial planning, and travel. We take great delight in assisting our clients with financial planning and ways to make money so they may establish a solid foundation for their families. Let us assist you in getting started with a specialist online or in person.



8929 JM Keynes Drive Suite 330C

cHARLOTTE, NC 28262

(704)777-1770



Services





TAX PREPARATION



Our staff of tax experts is committed to helping you with your tax files, tax debt, and problems with prior returns. The best part is that we are available all year round.



FINANCIAL PLANNING



Through careful financial planning and education, we'll protect your present so you can relish your future.



TRAVEL SERVICES



We arrange travel and assist others in starting their own travel businesses. Self care and healthy mindsets is essential to everyday living.



OTHER FINANCIAL SERVICES



We work with individuals, as well as, families of all sizes and offer reasonably priced services!



OPPORTUNITIES





HAVE you ever fantasized of starting your own company? MANY OPPORTUNITIES ARE AVAILABLE FROM US TO GET YOU STARTED. WE SET YOU UP FOR SUCCESS WITH MENTORSHIP, EDUCATION, AND BUSINESS STRUCTURE!



Mentorship Program



Taylor Financial Services LLC features a zero to low start-up cost, an easy-to-use cloud-based software platform, and a comprehensive library of complimentary training videos that make utilizing our tax preparation software a breeze. And don't let our low pricing fool you—despite having all the features you might want, our software is powerful!
Even better, without the necessity for an EFIN, we may provide you with a tax preparation collaboration. Our team helps you achieve the financial freedom you deserve by inspiring, empowering, and encouraging you. We give you the resources you need to launch and expand your tax business, including help with a marketing plan you can use to manage your company similarly to those large franchises by providing up to $5000 or more in cash advances to your customers. We gain when you succeed. We have a vested interest in seeing that you succeed. You can get a piece of the action with the help of our tax software and first-rate customer support.
You can earn the equivalent of a full-time wage during tax season by completing 100 to 400 tax returns without any prior work experience. the simplicity of working from home, never having to worry about missing an important function, or asking for a day off. The first four months of the year are spent working, while the remaining time can be used for travel or other activities. You don't need to work for a major chain for $10–15 an hour when we can offer you a tax preparation partnership that pays $150–500 per hour and doesn't require an EFIN.
Taylor Financial Services LLC holds itself to a high standard we provide you all you need to succeed in order to get you ready for the task. The flexibility of this opportunity allows it to be pursued full-time, part-time, or as a side business. The solution you've been looking for is Taylor Financial Services if you are a business-minded professional or aspire to be one.
Want to expand or develop your current tax preparation company? Interested in starting your own franchise for tax preparation?
Existing partners receive free access to our software expansion! As a result, you can recruit more tax preparation professionals for your company without having to teach them first—we'll take care of that for you! Create a lasting legacy with Taylor Financial Services LLC right away!
Benefits of Collaborating with Us!!! Training and Assistance
Our training and assistance give our tax partners the confidence they need to manage their businesses. Our partners receive continual training from us, and we collaborate with them to help them put it into effect. We can assist you if you wish to start a tax business or expand an existing one. We have been assisting both new and seasoned tax preparers in continuously setting, achieving, and assessing their goals.
Universal InstructionWe provide in-depth training on managing and owning a business. We offer our tax partners the best possible training and assistance. We offer online training classes for professional certification and training to assist you keep up with the evolving tax requirements, instructor-led trainings, one-on-one mentoring, a community of tax partners to support, and more.
Programs & Financial Products You may get a HUGE JUMP START on your tax business and produce clients that you might not have been able to draw by being able to offer Cash Advances. Offer options for how they can get their refund as well, such a cash card, a check printed at the office, or direct deposit. With the help of our expert software, you will also be able to deduct your charge from the refund rather than waiting for your client to reimburse you. As a result, you are no longer restricted from working with strangers.
Seasonal or All YearDo you want to work the entire year or only four months of it? You are our tax partner, so you get to decide. You can work during tax season and then take the rest of the year off to concentrate on other things such as spending time with family, traveling, or engaging in hobbies, etc. Alternately, you can maintain a year-round operation by providing additional business services, which we can also train you to provide.
Marketing Marketing is a crucial component of our new business training. We will impart knowledge on the value of strategy and tactics as well as how to integrate them into your marketing plan and business.
Social Media PresenceYour tax office's social media presence are a crucial part of growing your customers and expanding your business. You will receive instruction on how to use social media to promote your tax firm and yourself.
Low Initial CostThose who already have experience or have completed a class would not be required to pay the fee the only expense would be our tax class. In order to better serve your clients, you can learn more about the tax industry by attending our free trainings and other, optional trainings.
Work For Yourself Be Your Own BossWe are only assisting you in building your business because this is your idea, therefore your own rates and working hours low risk and inexpensive options, sending your own tax returns eventually your software's name plus a whole lot more.
Unlimited Revenue Your tax business has virtually no income limits. There is no need for you to wait for the yearly raise of 1 to 3 percent that businesses have been paying their employees for years.
BonusesWe provide bonuses and other rewards for your company's productivity and hiring, as well as shared profits from the sale of goods and services.
Our Tax Partners have the assurance they need to operate their own firm thanks to our training and support. We are always looking for ways to support our tax partners and aid them in achieving their objectives.





8929 JM KEYNES DRIVE SUITE 330C
CHARLOTTE, NC 28262
(704)777-1770



TAYLOR FINANCIAL SERVICES