Business Details
Trusted Tax & Financial Services in Staten Island
Story Tax & Financial Services is a full-service accounting firm dedicated to empowering individuals and businesses in Staten Island, NY, to achieve financial freedom. With over a decade of hands-on experience, our team specializes in tax preparation, credit repair, small business accounting, and personalized financial coaching. We prioritize client needs by developing tailored solutions that address unique financial challenges while maintaining the highest standards of integrity and reliability. Our founder, Jessica Story, leverages her expertise as an IRS-authorized tax preparer and Berkeley College education to deliver accessible, community-focused services. We distinguish ourselves through transparent communication, affordable pricing, and a commitment to treating clients as valued partners.Our virtual tax preparation services offer flexibility without compromising accuracy, ensuring clients receive maximum deductions and timely filings. By combining strategic business consulting with comprehensive financial education, we equip clients with the tools needed for long-term stability. Our mission extends beyond transactionswe aim to build lasting relationships rooted in trust and mutual respect. Through personalized guidance and innovative solutions, we strive to be the trusted partner for all tax and financial needs in Staten Island and beyond.
Services
Tax Preparation
Credit Repair
Business Services
Financial Coaching
Virtual Tax Filing
Highlights and features
- We offer over 10 years of hands-on tax and accounting experience with IRS-authorized credentials.
- Our virtual tax preparation services provide flexibility without compromising accuracy or security.
- We deliver personalized financial coaching tailored to individual goals and business needs.
- Our community-focused approach prioritizes transparent communication and affordable pricing.
- We combine strategic business consulting with comprehensive financial education for lasting results.
Associations and certifications
- IRS
Services
Tax Preparation
Our tax preparation service simplifies filing with personalized, accurate returns for individuals and businesses. Experienced professionals maximize deductions while ensuring compliance with federal and state regulations. Virtual options provide convenience without sacrificing quality, making tax season stress-free.
Financial Coaching
Financial coaching delivers tailored strategies to achieve stability and growth. We provide tools for budgeting, debt management, and goal planning, empowering clients to make informed decisions. Sessions focus on practical solutions for long-term financial health.
Business Services
Comprehensive business services include bookkeeping, payroll, and strategic consulting. Customized packages address incorporation, financial reporting, and tax planning needs. Expert guidance helps businesses streamline operations and grow sustainably in competitive markets.
Credit Repair
Credit repair services identify and resolve inaccuracies to improve credit scores. We work with clients to develop actionable plans for debt reduction and financial recovery, enhancing eligibility for loans and favorable interest rates.
Virtual Tax Filing
Virtual tax filing offers secure, 24/7 access to document submission and expert consultations. Clients complete filings remotely using our encrypted portal, reducing scheduling conflicts while maintaining personalized support throughout the process.
People
Jessica Story
Founder & CEO
Jessica Story is a Staten Island native with a BBA in Accounting from Berkeley College. As an IRS-authorized tax preparer with over a decade of experience, she founded Story Tax & Financial Services to provide accessible financial solutions to her community.
Questions
What tax services do you offer for businesses?
We provide corporation, partnership, S-corporation, and non-profit tax return preparation, starting at $350. Virtual consultations ensure tailored solutions for LLCs and other entities.
Do you offer virtual tax filing options?
Yes, our secure client portal allows document uploads and virtual meetings with tax experts, enabling remote filing with no in-person appointments required.
What financial coaching services are available?
We offer personalized budgeting strategies, debt management plans, and goal-setting consultations to help individuals achieve financial security and long-term stability.
Are there additional fees for tax extensions?
A $50 fee applies for tax extension requests, which is added to the final preparation invoice when filing is completed.
What business services do you specialize in?
We provide bookkeeping, payroll processing, financial reporting, and strategic business consulting tailored to small businesses and corporations.
