Types of Returns we file:
Individual, Business, & Corporate tax Returns
Prior Year tax Return
Prior Year Amendments
You Receive
Virtual Tax Preparation
Secure online portal
Same day cash advances up to $6,000
The legacy begins with you!
Audit Protection
Complimentary Vacation
Referral Program
Schedule FREE 15-minute consultation for more info (link below)
See steps to filing your taxes below!
Virtual Classes
Saturday, March 16 @ 10 AM
In this class, participants will learn how to setup a budget in Microsoft Excel, pay down debt, and start saving money. You must have Excel on your computer. Class will begin promptly at 10:00 am. Click the flyer or click below to register for class.
Registration will open
soon for the other classes
and the bundle.
About Foresight
Foresight Financial Services, Inc. was founded in August 2020 when the founder decided to expand her 16+ years of accounting experience and become a professional tax preparer. Since then, the company has expanded to provide other services as noted below.
Our goal is to provide trusted tax preparation and financial services to our clients and empower them to make educated financial decisions.
Monique Wicks, CEO
Professional Tax Preparer
Services
Ready to assist retired, employed, & self-employed individuals with income tax preparation. We offer cash advances via direct deposit, pre-paid card, and paper check.
Bookkeeping
Reviewing and reconciling your business expenses is one of our specialties. Let us get you setup today!
Home & Business
Budgeting
Tired of living check to check?
Ready to PLAN, PREPARE, & PURPOSELY spend your resources? I am here to help. Click the link to sign up for our Ballin’ on a Budget class!
Steps to Filing Your Taxes
- Gather your tax documents
- Drivers license
- Social Security Cards
(self & dependents)
- W-2's / 1099's
- Dependent Care Expenses
- Medical Expenses
- Self-Employment Insurance
- Charitable Contributions
- Business Income & Expenses
- Prior year tax returns
- IRA, 401K, retirement contributions
- Property Taxes
- 529 Contributions
- Teacher Expenses
2. Click the link on the 1st page to complete the Client Intake Form & upload supporting documents. We will confirm receipt of your documents within 24-hours.
3. Schedule a consultation if you have any additional questions before filing. See links below.
Still have questions?
New potential clients & current clients, are welcome to schedule a FREE 15-Minute Consultation if a short answer is needed to a specific question.
Have specific questions that require a lengthy explanation, schedule a 30-minute consultation to get the answers you need. Recommended for potentially, new clients inquiring about services or current clients needing expert advice.
Have questions about our services, your prior year income taxes, new business setup, or you just need advice on lining up activities to create a legacy for your family, then this is the call for you. Simply click the link below:
Get in touch!
Find out how our services
can help you begin to create a legacy for you and your loved ones.
Contact us
(225) 888 - 6380
support@foresightfinancial.pro