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FILE WITH US TODAY!

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Money Wise Financial was created with one mission in mind: to make financial services feel clear, honest, and empowering not confusing or intimidating. We understand that taxes and finances aren’t just paperwork; they directly impact your livelihood, your family, and your future. That’s why Money Wise was built on trust, transparency, and client-first service. Founded by a professional with years of customer service experience, Money Wise Financial focuses on personalized support, accuracy, and education. We don’t believe in rushing clients through the process or treating them like a number. Instead, we take the time to explain your options, answer your questions, and ensure every return is prepared with care and compliance. At Money Wise Financial, we go beyond tax preparation. Our services include tax filing, bookkeeping, credit repair guidance, and notary services—giving our clients a one-stop financial solution. Whether you’re an individual filer, self-employed professional, or small business owner, we tailor our approach to your unique financial situation. Choosing Money Wise Financial means choosing reliability, clear communication, and a partner who genuinely wants to see you win financially. We file with confidence, protect your information, and work diligently to help you keep more of what you earn—because being money wise is more than a name, it’s a mindset
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MEET YOUR

TAX PRO

Welcome to Money Wise Financial, where your money is handled with care, accuracy, and integrity. I'm Jamesha Dansby, a dedicated tax personal committed to helping individuals and families file correctly, stay compliant, and get the refund you deserve. At Money Wise Financial, we believe everyone deserves clear guidance and judgement-free support, no matter their financial situation. Our goal is simple: make tax season stress-free while helping you keep more of what you earn.

 

 

 

>>OUR SERVICES<<

Tax Preparation

Accurate, stress-free tax preparation for individuals and business. We get you the refund you deserve, ensure compliance, and guide you through every step of the process.

Notary

Reliable and convenient notary service for all your important documents. We make notarization simple, secure, and accessible when you need it most.

Credit Repair

Helping you rebuild and strengthen your credit with personalized strategies. We work to remove errors, improve scores, and set you on a path to financial freedom.

Bookkeeping Services

Organized and efficient bookkeeping to keep your finances in order. From tracking expense to preparing reports, we help you stay on top of your money with ease. 

What services does Money Wise offer?

We offer professional tax preparation, notary services, credit repair assistance, and bookkeeping services for individuals and small businesses. 

What documents do I need to file my taxes?

You'll need a valid photo ID, Social Security numbers for you and your dependents, last year's tax return, and all income documents such as W-2's, 1099s, or business records.

How long does it take to receive my refund?

Most refunds are issued with 7-21 days when filed electronically and sent by direct deposit. Processing times may vary based on the IRS and your specific return.

Can you help if I'm self-employed or own a business?

Absolutely. We prepare taxes for self-employed individuals, freelancers, and small business, including Schedule C and 1099 income. 

What if I made a mistake on a previous tax return?

No problem. We can review past returns and assist with amendments to correct errors and help you stay compliant.

Do you offer tax preparation year-round?

Yes. We provide tax services throughout the year, including prior-year filings, amendments, and tax planning support.

How much do your services cost?

Pricing varies based on the complexity of your return. We provide transparent pricing and will discuss fees before preparing your return.

Is my personal information secure?

Yes. Client confidentiality and data security are our top priorities. All information is handled securely and with strict privacy standards.

Can you help me if I owe taxes?

Yes. If you owe, we'll explain your options and help you understand your options and help you understand payment plans or solutions available to you.

Do you offer virtual or remote services?

Yes. We offer secure remote tax preparation so you can file from anywhere with convenience and confidence. 

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**This is a Refund Estimator this does not reflect final refund outcome.

 

Have More Questions?

If you don't see you question listed on here we are happy to help. Contact us directly or schedule a consultation, and our team will gladly provide the clarity and support you need. 
Contact us:
📲Phone: 901.482.4119
Or Book Consultation Below.  🔗