About Songbird Financial Services LLC
Songbird Financial Services offers hands-on experience in accounting, finance, and tax support roles.
My background includes accounts receivable and payable, account reconciliations, financial reporting, income tax preparation, and financial operations. This experience provides a practical understanding of how accurate financial records and informed decisions support individuals and small businesses.
I created Songbird Financial Services to provide thoughtful, reliable tax preparation and bookkeeping support with an emphasis on transparency, clarity, and consistent communication.
I take a professional yet personal approach to every engagement, helping clients feel informed and supported throughout the process.
Credentials & Compliance
Songbird Financial Services LLC is an authorized IRS e-file provider, and I serve as a Electronic Return Originator (ERO). I maintain an active IRS Preparer Tax Identification Number (PTIN) for preparing federal tax returns for compensation.
Client information is handled with confidentiality and care, with a strong commitment to accuracy and responsible preparation practices.
Our Mission
We believe financial services should feel clear and manageable, not overwhelming. Our mission is to provide thoughtful, accurate, and reliable tax, bookkeeping support, and financial support rooted in clear communication and genuine care.
Every engagement begins with understanding your unique situation, followed by careful, professional services designed to help you move forward.