90 min

***SPECIAL NOTICE: WE ARE CURRENTLY NOT TAKING IN OFFICE APPTS. WE ARE HAPPY TO ASSIST YOU VIRTUALLY IN EFFORTS TO AVOID COVID BY SOCIAL DISTANCING.***Returning clients send an email to info@precisefsllc.com if you have any questions or concerns....o

15 min

Quick in and out time slot for clients who want to drop off their documents for tax prep and/or have already sent in their tax documents via email, fax or drop off and only need to come in to sign off on completed return, pick up copies and/or submi

15 min

Speak on phone or zoom meeting to discuss special tax situations such as multiple year filings, audit assistance, ID Theft assistance, amendments, or if you just need guidance and instruction for a complex tax situation. Your documents will be review

30 min

Taxpayers who have decided to utilize consumer tax preparation software but would like the peace of mind of having a professional tax expert look over what they did to ensure nothing was missed or done incorrectly-before submitting. Tax professional

90 min

We will guide you through a thorough analysis of income and expenses as well as financial and savings goals and use our discoveries to point out potential savings and construct the most efficient budget for you to utilize in efforts to result in your

75 min

None of the services we offer match exactly with what you need but you know the knowledge and expertise you are seeking can be provided by our firm? No need to sign up for services you don't need. You can now book 1 on 1 consultations customized spec

15 min

***This is for those who have 1-2 concerns they need to "pick my brain" as an expert credit professional who can give the insight needed to address said concern properly.*** If you have more then 1-2 inquiries then you will need more time then this 1

30 min

***This is for those who have 3-4 concerns they need to "pick my brain" as an expert credit professional who can give the insight needed to address said concern properly.*** If you have more then 3-4 inquiries then you will need more time then this 3

120 min

Credit not bad but could be better?? This Session is best for those who need a deep dive into credit education with the intent to implement advised strategies right away for a strengthened credit profile and increased credit score to soon follow. Str

120 min

Do you have a business you want to build credit for and don't know where to start? Is your personal credit in decent shape? This strategy session will guide you on how to establish and build business credit for your business and also includes pointer

75 min

If you are not quite ready to go through the steps required for a credit repair program but you still want to speak to a Credit Expert about specific concerns regarding your credit situation-this is the service for you. This will be an in depth discu

90 min

Looking to start investing in Real Estate or already do- but have some specific questions or concerns about investing strategies and/or resources for buying/selling property? Need some tips/pointers, resources and crucial information needed to optimi

60 min

Need to know all the tips/pointers, resources and crucial information needed to optimize your home purchasing experience?This session covers the following info and more:-Credit Criteria breakdown for ideal home buyer candidate banks seek-Strategies t

120 min

Do you have a Small Business or want to start one and need some guidance from an experienced Entrepreneur? Professional advice on small business matters can make a world of difference In how successful your operation is. Whether you need to brainstor

90 min

Want to get guidance from a seasoned Tax Expert about how the Tax Laws can benefit YOUR tax situation in a way that optimizes your outcome going forward? Tired of owing or simply trying to avoid it despite any income increases? Want larger refunds? A

45 min

Getting a well thought out game plan from a pro that already has been in the game and can show proven success is a much smarter option then going into a new playing field Blind. So you’re in luck since I have over 8 years knowledge & experience r

120 min

Getting a well thought out game plan from a pro that already has been in the game and can show proven success is a much smarter option then going into a new playing field Blind. So you’re in luck since I have over 8 years knowledge & experience r

15 min

Having your asset(s) MANAGED by a pro that already has been in the game and can show proven success is a much smarter option then going into a new playing field Blindly, running things yourself when it may not be your cup of tea. The peer sharing and

Precise Financial Services LLC

Contacts

Opening hours

About the company

Our team

Sommer Patterson, Senior Financial Expert

Top services

Tax Return Preparation/Tax Planning

Drop off and/or Signature Appointment

Tax Consultation

Tax Return Review

Budget Reconstruction

Customized Consulting

Quick Credit Concern (1-2 Questions)

Mini Credit Consultation (30 mins)

2 Hour Credit Power Strategy Session

Business Credit Building Session (includes personal credit growth)

General Credit Consultation (75 mins)

Real Estate Investing Consultation

Home Purchase Preparation Consultation

Business Consultation

Tax Planning Strategy Session

Turo or Airbnb Q&A (For existing operators)

Turo or Airbnb Strategy Planning (For Start Ups)

Turo or Airbnb Management- Inquiry Session

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