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    Paulo Financial Advisors

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

    Services - Paulo Financial Advisors

    Current year tax preparation and filing

    Investment management

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

    Paulo Financial Advisors Photos

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    Recommended Reviews - Paulo Financial Advisors

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    7 years ago

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    Story Tax & Financial Services - 1st Annual End of Tax Season Extravaganza

    Story Tax & Financial Services

    (6 reviews)

    I had an awesome experience with story tax & financial services . any questions I had she was able…read moreto explain to me and took her time with any concerns I have very professional with her line of work and made me feel I can trust her with personal information where I don't trust no one not even my momma jk...I would highly recommend her services if u want a professional , worry free, smooth, experience

    Story Tax & Financial Services has been the most phenomenal tax prep experince I have ever had in…read moreall aspects. My journey in filing my taxes has always made me feel uneasy until now. When I first began, I had my mom do my taxes with her tax preparer and I did not understand the process of how it was done and her tax preparer would process it wrong at times stating I owed money when I didn't for example. So after that frustration I decided to get help from a friend and they were not completely clear on how to do it and one does not get their highest refund. So then I finally decided to invest in a tax preparer myself last year. I choice H&R black because it was close and I wanted to go on person. I paid a high price only to leave feeling confused about how my taxes was processed. I did not feel comfortable to ask as many questions about what was happening on the screen because when I would, the preparer would quickly answer and then change the subject to ask me questions regarding my personal life. I left feeling like I had not understood the full process of my taxes filed, I did not get my questions answered concerning my other taxes, and I was not taught how to navigate the profile that I had online despite it was in person. Now coming to Story Tax was such a different experince. I was hesitant at first because it was not close and the service was not in person but it was the best choice I made. I left feeling like I understood how my taxes was processed, all my questions was answered, I was instructed on how to use the website over a phone call, when I got out he website it was super efficient and easy to navigate (it felt like when you trying to get somewhere and you don't even have to wait for the train). On top of that I got the highest refund and the customer service from Jessica was outstanding. She is transparent, focused, professional, patient, respectful, and fantastic to work with. She is informed and knows what she is doing! Hands down, highly recommend. My loyalty is sealed!

    Paulo Financial Advisors - investing - Updated July 2026

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