Tactical Wealth: A Financial Service Company.

We provide tax preparation virtually. Our purpose is to provide customers with a professional, comfortable, secure experience.

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I became a financial service professional to augment my 10 years of experience in hospitality, accounting, and customer services.

 

My goal is to continue to expand services and secure my clients with financial investments. I want to ensure through a collaborative agile business model that my client's requirements are met and exceeded wherever possible. 

Our Services

We provide our customers the ability to have their Taxes don't virtually. Customers have the convenience to provide that proper tax documents through a secure site. We also go over their tax return and schedule a time to go over all the information with the customer.