Williams Financial Services, LLC is a Wisconsin based business organized by a disabled veteran on October 21, 2022. Our goal is to provide excellent customer service to everyone. We currently offer financial services to anyone, especially veterans, regardless of disability status, who are in need or have questions regarding the literacy of personal finances or federal and state individual income tax filing requirements and tax law. We currently offer one on one personal financial coaching sessions, individual federal and state income tax return preparation and filing. Through the financial coaching service, we teach clients how to create a spending plan, save for emergencies, reduce debt, increase credit scores, create a living will, inform clients of the different types of insurances they need (e.g., life insurance), and so much more! The goal of the tax preparation service is to accurately prepare and file individual income tax returns. We ensure the client is paying the correct amount of tax based on their taxable income or ensure they receive a tax refund if they have overpaid on their taxes. In the future, we plan to offer bookkeeping, tax preparation and filing of partnerships and s corporations. In addition, we plan to offer notary services.
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