Your Partner In Financial Solutions
Trusted Advisory Financial Solutions
Where Financial Freedon Begins. We offer Credit Repair, Tax Preparation and Notary Services to help you achieve your goals.
OUR SERVICES
At Trusted Advisory Financial Solutions, we offer a range of services designed to meet your financial needs:
Tax Preparation
Comprehensive tax filing solutions for personal, business, and complex returns.
Take the stress out of tax season! Our professional tax preparation services are designed to maximize refunds and minimize liabilities. Whether you’re filing as an individual, self-employed, or small business owner, we’ll guide you through every step with accuracy and care.
Notary Services
Certified notarization for legal, financial, and personal documents.
We provide certified notary services for a variety of needs, including legal agreements, real estate transactions, and affidavits. With both in-office and mobile options, we’re here to make notarization quick and convenient
Credit Repair
Strategic planning and actionable steps to improve your credit score.
Your credit score matters. With our customized credit repair strategies, you can rebuild your financial health and open the door to better opportunities. Our team will help you dispute inaccuracies, manage debts, and create a solid plan for improvement.
WHY CHOOSE US?
Personalized Attention
Your unique financial situation deserves a customized approach.
Convenience
From our 24/7 client portal to mobile services, we’re here when and where you need us.
Commitment to Excellence
Delivering top-tier customer service is at the core of everything we do.
Tax Expertise
We stay updated on ever-changing tax laws to ensure accurate filings.
REQUIRED DOCUMENTS
TAX PREPARATION SERVICES
DRIVER'S LICENSE OR STATE iD
SOCIAL SECURITY CARDS & BIRTH CERTIFICATES
PROOF OF RESIDENCY
PAST TAX RETURNS & TAX DOCUMENTS
CREDIT REPAIR SERVICES
DRIVER'S LICENSE OR STATE iD
SOCIAL SECURITY CARDS
PROOF OF RESIDENCY
NOTARY SERVICES
DRIVER'S LICENSE OR STATE iD
Schedule A Free Consultation
Personalized Support for All Your Financial Needs
Have questions or need expert guidance?
Our experienced advisors are here to help! Whether you'relooking for tax preparation assistance, credit repair solutions, ornotary services, we’re just a phone call away.
Booking a Call is Simple:
Select a time that fits your schedule.
Provide a few details about your inquiry.
Connect with one of our specialists for personalized assistance.
24/7 SECURE CLIENT PORTAL
Effortless Access to Your Financial Solutions
Managing your financial services has never been easier! Our SecureClient Portal gives you 24/7 access to your documents, tax returns,and financial plans—all in one convenient location. Whether youneed to upload important files, review your progress, or trackupdates, our portal is designed to keep you organized and informed.
Why Choose Our Client Portal?
Secure & Confidential: Your data is protected with top-tier encryption.
24/7 Availability: Access your information anytime, anywhere.
Seamless Communication: Stay connected with our team throughbuilt-in messaging.
CONTACT US / SCHEDULE AN APPOINTMENT
Booking your consultation has never been easier.
Use our online scheduler to choose a time that works for you.
Address
7701 Lemmon Ave, Suite 260-2060, Dallas, Texas 75209
Opening hours
Monday - Friday: 10AM - 5PM
Saturday: 10AM - 5PM
Sunday: 10AM-2PM
Call
(214) 929 - 5386
Partner with Us
Looking to collaborate?
Explore partnership opportunities with Trusted Advisory Financial Solutions and grow together.
