FILE WITH THE
She Lead Financial
FROM THE COMFORT OF YOUR HOME OR IN OUR OFFICE
FILE WITH THE
She Lead Financial
FROM THE COMFORT OF YOUR HOME OR IN OUR OFFICE
She Lead Financial is a tax preparation and financial support service designed to help individuals and small business owners get the highest, most accurate refunds with zero confusion. We focus on clarity, education, and maximizing every eligible credit while giving you a luxury, professional experience. From first-time filers to entrepreneurs, we make taxes simple, stress-free, and financially rewarding.
She Lead Financial is a tax preparation and financial support service designed to help individuals and small business owners get the highest, most accurate refunds with zero confusion. We focus on clarity, education, and maximizing every eligible credit while giving you a luxury, professional experience. From first-time filers to entrepreneurs, we make taxes simple, stress-free, and financially rewarding.
TAX HELP YOU NEED AND THE
BIGGEST POSSIBLE
REFUND GUARANTEED!
She Lead Financial provides unparalleled personalized tax services to a broad range of clients across the world. As your certified tax professionals, we are here to ensure that all your tax preparation needs are met accurately and as quickly as possible. We take pride in our ability to provide our clients with up-to-date knowledge on important IRS updates and changes. We are ready and able to serve as your tax professionals and help guide you down the path to success.
TAX HELP YOU NEED AND THE
BIGGEST POSSIBLE
REFUND GUARANTEED!
She Lead Financial provides unparalleled personalized tax services to a broad range of clients across the world. As your certified tax professionals, we are here to ensure that all your tax preparation needs are met accurately and as quickly as possible. We take pride in our ability to provide our clients with up-to-date knowledge on important IRS updates and changes. We are ready and able to serve as your tax professionals and help guide you down the path to success.
MEET THE CEO
I’m Clintavia Mobley CEO of She Lead Financial. I built this business because I know first hand how confusing, overwhelming, and stressful taxes can be when you’re trying to take care of your household, build a future, and increase your income at the same time. My mission is simple: make taxes easier, make refunds smarter, and help everyday people understand their money so they can finally level up financially. With years of hands-on industry experience in claims, compliance, quality, and tax preparation .I bring the receipts, the real knowledge, and the luxury professional touch. Around here, we don’t guess ,we strategize, we maximize, and we get results
OUR TAx preparation SErvices
We offer a full range of tax preparation services to ensure a hassle-free tax season.
We assist with tax planning to better manage your taxes.
WHY CHOOSE US?
Personalized Approach
We understand that every client's financial situation is unique. That's why we take the time to listen to your needs, concerns, and goals, tailoring our services to ensure the best possible outcomes for you.
Experience and Expertise
With years of experience in the tax industry, our team of tax professionals is well-versed in the ever-changing tax codes and regulations. We stay up-to-date with the latest developments to provide you with accurate and reliable advice.
Client Satisfaction
Our track record of satisfied clients speaks for itself. We're proud to have helped individuals and businesses not only meet their tax obligations but also achieve financial success.
Ready to simplify your tax season? Contact us today to schedule a consultation. We're here to answer your questions, provide guidance, and set you on the path to financial success.
WHY CHOOSE US?
Personalized Approach
We understand that every client's financial situation is unique. That's why we take the time to listen to your needs, concerns, and goals, tailoring our services to ensure the best possible outcomes for you.
Experience and Expertise
With years of experience in the tax industry, our team of tax professionals is well-versed in the ever-changing tax codes and regulations. We stay up-to-date with the latest developments to provide you with accurate and reliable advice.
Client Satisfaction
Our track record of satisfied clients speaks for itself. We're proud to have helped individuals and businesses not only meet their tax obligations but also achieve financial success.
Ready to simplify your tax season? Contact us today to schedule a consultation. We're here to answer your questions, provide guidance, and set you on the path to financial success.
WHAT THEY SAY!
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
As a small business owner, I was skeptical about investing in marketing tools. This platform has proven to be worth every penny.
The customer support team is absolutely amazing! They helped me set up my first funnel in just a few hours. My business has grown 300% since implementing this platform.
I love how everything is integrated in one place. From email marketing to appointment booking, this platform has streamlined my entire business operations.
Tax Preparation process
We offer a full range of tax preparation services to ensure a hassle-free tax season. We assist with tax planning to better manage your taxes.
STEP:01
Schedule AN ONLINE OR IN OFFICE WITH A TAX PRO
Visit sheleadfinancial.com Select “file online” or "File in office".
STEP:02
Schedule YOUR APPOINMENT
Schedule your 1-hour appointment with one of our Tax Professionals at your preferred time.
STEP:03
FILL OUT THE CLIENT FORM
Fill out the Client Data Form. After you have completed the each you will receive a link to schedule your appointment.
STEP:04
FILE WITH A LIVE TAX PRO
File with a live Tax Pro during your ZOOM meeting
Frequently Asked Questions:
What documents do I need to prepare my taxes?
You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.
When is the tax filing deadline?
For most individuals, the tax filing deadline is April 15th. However, this date can vary, so it's important to double-check each year.
What are the benefits of using a professional tax preparer?
Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.
Can I e-file my taxes through your website?
Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.
What should I do if I can't pay my taxes in full by the deadline?
If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.
What tax credits and deductions am I eligible for?
Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.
How long does it take to receive my tax refund?
The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.
What if I have income from multiple states?
If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.
What records should I keep for tax purposes?
It's important to keep records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns.
What is the penalty for filing taxes late?
The penalty for filing taxes late is usually 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum of 25%. If the return is more than 60 days late, the minimum penalty is $435 or 100% of the unpaid tax, whichever is less.
What happens after I submit my client data form?
One of our tax professionals will review your information and call with 24 hours for a free estimate.
How do I Contact you about my free estimate?
Office:
Email:
What documents do I need to verify my Identification?
ID, Taxpayer Social Security Card, and Dependent Social Security Cards.
What documents do I need to verify my filing status and address?
Utility Bill, Lease, Cable Bill.
What documents do I need to verify my dependents relationship
Birth certificate, Adoption statements, Government statements.
What documents do I need to verify my dependents residency?
Medicals records, School Records, Shot Records, or Lease with dependents names.
What documents do I need to verify my income?
W2, 1099’s, 1099k, Bank Statements, Receipt Book, Summary of Income & expense, Records of Expenses, Financial Transactions, Reconstruction of Income & expense, and any other income documents.
What supporting documents do I need to verify my small business or self-employment business?
LLC, EIN, website, pictures of business, prior year tax returns, business license, client testimonials, business plan, professional licenses, contract & agreements, business registration
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