718 Tax & Financial Services

718 Tax & Financial Services is a trusted institution located in Jacksonville, Florida, offering accounting and finance services to clients in the Northeast Florida area. Our team of experts is dedicated to providing personalized tax services for individuals and small businesses, both virtually and in-person. Our CEO and owner, a highly educated professional with degrees in Finance, MBA, and Accounting, established 718 Tax & Financial Services in 2017 with a vision of serving the community and helping clients navigate their financial needs.

At 718 Tax & Financial Services, we are committed to excellence and strive to be your virtual tax and financial services preparation partner. Whether you need assistance with tax preparation, financial planning, or basic credit strategies, our team is here to help. We specialize in serving self-employed individuals, small businesses, and start-ups, offering expert advice and guidance to alleviate any tax prep uncertainty and stress.

Our institution prides itself on being driven by faith, family, and educating people in finance. We believe in providing the best course of action for our clients, tailored to their individual or business needs. Whether you are looking for assistance with tax preparation, accounting matters, or navigating the ERC Program, our team of experts is here to help.

We encourage virtual appointments for your convenience, but also offer in-person meetings by appointment only. Our office location is available for local in-person appointments or secure document drop-off. Start your client portal today to gain access to our tax preparation checklist and receive guidance on what documents to upload for tax preparation. If you have any questions, our team will get back to you within 24 hours.

Choose 718 Tax & Financial Services as your trusted tax preparation and financial services partner. Let us help you navigate your financial journey with care and attention to your needs.