TAX PREP THAT PUTS YOU FIRST

Personalized tax solutions that give you control, clarity, and confidence — from complex returns to maximizing your refund.

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CERTIFIED EXPERTISE

With up-to-date tax knowledge and hands-on experience, we provide accurate, compliant, and strategic tax preparation you can trust—no guesswork, no shortcuts.

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PERSONALIZED TAX CARE

Your financial situation is unique. That’s why every return is prepared with a tailored approach, focused on your goals, your income, and the deductions and credits that matter most to you.

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REWARDING RESULTS

From maximizing refunds to reducing future tax stress, we help clients achieve real, measurable outcomes—clarity, confidence, and peace of mind year after year.

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Hello, I am Estephany!

YOUR TRUSTED TAX PRO

I’m here to support you through one of the most important parts of your financial life. If taxes ever feel overwhelming, confusing, or stressful, you’re not alone. Many people find themselves unsure if they’re filing correctly, missing deductions, or leaving money on the table.

YES — YOU DESERVE CLARITY, CONFIDENCE, AND RESULTS.

At Persofin Services, I believe tax preparation should feel empowering, not intimidating. With a personalized, detail-driven approach, I help you understand your numbers, make informed decisions, and move forward with confidence.

I don’t just prepare returns—I partner with you to turn complex tax situations into clear, compliant, and financially sound outcomes.

Ready to stop stressing and start feeling confident about your taxes?

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Ready to stop stressing and start feeling confident about your taxes?

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Ready to stop stressing and start feeling confident about your taxes?

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Ready to stop stressing and start feeling confident about your taxes? - Ready to stop stressing and start feeling confident about your taxes? - Ready to stop stressing and start feeling confident about your taxes? - 

My Services

WHO WE SERVE

  • INDIVIDUALS & FAMILIES

    Whether you’re filing a simple return or navigating life changes like a new job, marriage, or dependents, we help individuals and families file with clarity, confidence, and peace of mind.

  • SELF-EMPLOYED & FREELANCERS

    From 1099 income to deductions and quarterly taxes, we help freelancers and independent contractors stay compliant while keeping more of what they earn.

  • SMALL BUSINESS OWNERS

    Running a business comes with enough responsibilities. We handle the tax side — from accurate filings to strategic guidance — so you can focus on growing your business.

  • FIRST-TIME FILERS & RETURNING CLIENTS

    If taxes feel confusing or overwhelming, you’re in the right place. We guide first-time filers step-by-step and support returning clients year after year with consistent, reliable service.

  • CLIENTS WHO WANT MORE THAN JUST A TAX RETURN

    If you value clear explanations, personalized attention, and a trusted tax partner — Persofin Services was built for you.

WANT TO SEE WHICH SERVICE PLAN FITS YOUR NEEDS?

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How it works

Your Stress-Free Tax Experience

1.

LET’S CONNECT

It starts with a friendly discovery call. We’ll get to know you, learn about your tax situation, and make sure we’re the right fit to work together. Think of it as a conversation, not a consultation.

2.

PERSONALIZED PLAN

Once we confirm it’s a good fit, we create a clear, step-by-step plan tailored to your unique tax needs, whether it’s individual filing, business taxes, or more complex situations.

3.

EASY, SECURE DOCUMENT UPLOAD

Submit your documents at your own pace through our safe, secure portal. We carefully prepare your return, check every detail, and look for opportunities to maximize your refund

4.

REVIEW, FILE & ONGOING SUPPORT

We’ll walk you through your completed return so you feel confident everything is correct. Once approved, we file it for you. Even after filing, we’re here for questions, guidance, or support with next steps.

Get all the details

FAQ - FREQUENTLY ASKED QUESTIONS

  • We start with a discovery call to understand your tax needs. After that, you’ll complete an intake form and upload your documents through a secure portal. Once your return is prepared, we review it together, you sign, and we e-file on your behalf.

  • We take a personalized, one-on-one approach. You’re never treated like just another return — we explain your taxes, answer your questions, and make sure you feel confident before anything is filed.

  • Yes. All documents, communication, and signatures are handled through a secure, encrypted tax portal designed to protect your sensitive information.

  • Yes. We prepare returns for individuals, freelancers, and small business owners and tailor every return to your unique situation.

  • Turnaround time depends on the complexity of your return and how quickly documents are submitted. Most returns are completed within a few business days once all required information is received.

  • Absolutely. We review your return together, explain everything in plain language, and only file once you’ve approved and signed.

  • Yes. We remain available for follow-up questions, and future planning — because tax support doesn’t end on filing day.

  • Simply book a discovery call, and we’ll guide you through the next steps from start to finish.

Do you want to know more? Don’t hesitate to get in touch!