We are now fully virtual! Please contact us for more information.
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In addition to my experience in tax preparation, I have a background in auditing and business consulting. This perspective allows me to offer a wide range of solutions to help my clients meet their financial goals.
In addition to tax preparation, I also offer insurance services (Auto, Home, Life & Health) through Sunrise Monetary Solutions, LLC, my insurance brokerage.
My businesses provide comprehensive financial solutions to help people achieve their current and future financial objectives. With a range of services including tax preparation, insurance, and business consulting, I am able to take a holistic approach to my clients' financial needs.
Special tax situations:
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Service location:
Remotely
Service Reviews
4.5
83 reviews
Service as described
4.5
Communication
4.5
Punctuality
4.5
AJ
Anthony J.
I needed a professional to handle my taxes as a few things had changed this year. After reading positive reviews, I reached out to QwikiTAX and received a response from Zeffrey within hours - impressive! We spoke for at least 30 minutes and he answered my questions about working with clients. Reviewing his site beforehand was helpful. Zeffrey walked me through the process from start to finish and I felt confident in my choice. I recommend Zeffrey and QwikiTAX - you won't be disappointed!
April 23, 2023
CG
Christopher G.
ZJ exceeded my expectations with his exceptional work. He displayed incredible proficiency in handling our unique circumstances. Additionally, his friendly demeanor, timely manner, and attention to detail made the entire experience effortless. There was absolutely no hassle involved, and I am beyond grateful for his expertise. Henceforth, I will be relying solely on ZJ's tax services.
April 19, 2023
DS
Daniel S.
Zeffery's professionalism made my tax experience stress-free. I highly recommend his tax assistance services and plan to rely on him for all my future tax needs. If it were possible, I would give him an even higher rating.
April 11, 2023
KL
Kyle L.
Filing our taxes was a breeze thanks to Zeffrey, who handled everything with care. He was highly responsive and ensured our comfort throughout the process.
April 4, 2023
AC
Amber C.
Zeffrey stood out among the taxpayers I contacted. He was highly receptive and cooperative, offering a streamlined portal for document handling. My experience with him and his company warrants a solid 5-star rating!
