Dreamer Financial Services LLC

$285

starting price

Zip code

Employment status

Filing status

It’s free, with no obligation to book

Introduction

CEO and Founder, Phylesha Dabney is a virtual Tax Return Professional credentialed to prepare taxes across the United States for individuals, families, and self-employed. Serving the areas of Maryland (required license), New York (required license), Virginia, metro DC, and other parts of the US. I do not prepare taxes for the state of Oregon. Her goal in starting a tax business is to help people increase their financial literacy so that they can manage their tax planning. Payment options includes ACH debit, Credit Card, 3rd Party processors, Pay with your refund, or Budget options. ***IRS closed e-filing capability until mid-January 2025*** *** There is a minimum payment starting at $75 to get started. *** ***4/1/2025: Start filing 2025 extensions. Additional fee: $50

Overview

Hired 7 times

Serves Mechanicsville, VA

Background checked

License verified

1 employee

4 years in business

Business hours

SunClosedMonClosed

Payment methods

This pro accepts payments via Credit card, PayPal, Square cash app, and Stripe.

Social media

Facebook, Instagram, Twitter

Featured Projects

17 photos

Specialties

Special tax situations

,

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

9 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Read reviews that mention:

Robyn K.

Apr 3, 2024

·

Hired on Thumbtack

Phylesha was awesome! She is very knowledgeable and went the extra mile for me. I will be using her again next year to assist with my taxes.

Dreamer Financial Services LLC's reply

Thank you Robyn for allowing Dreamer Financial Services to help you. Appreciate the 5✨ review. Looking forward to seeing your next tax season.

Individual Tax Preparation

Dana B.

Mar 6, 2024

·

Hired on Thumbtack

She was so kind to spend some time with me, a newly self-employed individual, and answer some of my tax questions. She even went above and beyond and sent me a message later with a few other things that came to mind. I look forward to working with her in the future.

Dreamer Financial Services LLC's reply

Thank you Dana for the kind words and 5⭐️ review. Looking forward to working with your in the future.

Individual Tax Preparation

Denise L.

May 7, 2022

·

Hired on Thumbtack

Phylesha is amazing! I have used other big name tax service providers in the past and have felt like I was getting taken advantage of. I have very little tax knowledge. Not only did Phylesha help me me save THOUSANDS on my taxes this year, she helped me learn more about how to do my taxes and what I can put on my return to save money. She showed me and taught me things this big name company never have! And she is very professional, kind and has great communication skills. I was nervous with working with someone who did not live in the same state as me but the entire process was very easy and stress fee. You are in safe hands with Phylesha.

Individual Tax Preparation

Jeffrey P.

Apr 18, 2022

·

Hired on Thumbtack

Phylesha was great to work with. She was friendly and made sure to answer all of my questions and she was always prompt with responding back to me. Would definitely recommend to anyone!

Dreamer Financial Services LLC's reply

Thank you.

Individual Tax Preparation

Dawn A.

Mar 1, 2021

Phylesha, from Dreamer Financial Services, is quite knowledgeable of the Federal and State tax laws. She helped me guide some of my part-time employees through filling out W-4 and VA-4 tax forms. She showed me how to get some of my employees to think about their future earnings from their other jobs and decide if extra withholds were needed. Phylesha also gave me relevant tax advice for my personal taxes and tax advice to share with my employees. Her response time to all of my questions was fast. Her answers were very well researched and thorough. I highly recommend Dreamer Financial Services for your tax needs.

Credentials

License

License Type: Tax Preparer (NY)

License verified on 5/7/2023

License

License Type: Tax Preparer (MD)

License verified on 2/18/2024

Background Check

Phylesha Dabney

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
"Transparency". My pricing is readily available for review.
What is your typical process for working with a new customer?
A phone consultation is the first step where we discuss expectations and general information (15 minutes). Then, there is a client intake form which outlines the clients income situations. Afterwards, we decide if we want to move forward.
What education and/or training do you have that relates to your work?
I have completed over 100 hours of income tax school which affords me the opportunity to prepare taxes all over the USA. I am an Annual Filing Season Program recipient listed in the IRS directory of tax professionals. I am a Registered Tax Return Preparer for the state of Maryland. And, I have completed additional requirements for the state of New York. Currently, I am a student to acquire my EA designation.