Broker Check

New Clients

Who Do We Serve?

Individuals

Customized Tax Preparation For Individuals, Focused On Maximizing Benefits And Reducing Stress.

Click to Get Started

Retirees

Taking the Stress of Tax Accuracy Off Your Shoulders: Pay What You Owe, Not a Penny More! 

Click to Get Started

Small Businesses

We Navigate The Tax Complexities Of Small Businesses For Optimal Financial Outcomes.

Click to Get Started
Why Hire Us?

Why Hire Us?

At Fidelity Financial Services, we combine the best of both worlds – the cutting-edge capabilities of a large firm and the personalized, relatable service of a local business. We're committed to delivering exceptional service at a fair price.

In addition to preparing your taxes, our team of financial planners and investment managers is available to provide forward-thinking tax planning, ensuring your financial future is in capable hands.

20 Frequently Asked Questions

When searching for an accountant, there are key questions you might consider to select the best fit for you.

The following 20 questions and our company’s answers should help you determine whether we are that partner for you.

1. What Services Do You Offer?

We offer comprehensive tax preparation services for individuals, businesses, and estates, including income tax filing, tax planning, and IRS representation.

2. What Makes Fidelity Financial Services Different?

We not only have a superior team preparing your taxes, but we have in-house financial advisors and investment managers to tap for their feedback and expertise should you be interested in tax planning services.

3. Who Is the Ideal Client for Your Tax Preparation Services?

Our ideal clients find value and satisfaction in hiring a professional to provide excellent service for a fair price. Many times they are people who are tired of preparing their own taxes, or they would like to try out another preparer for a year.

4. How Do You Ensure Accuracy and Compliance?

We stay abreast of the latest tax laws, and use state-of-the-art software to ensure accuracy and compliance in all filings.

5. What Is the Process for New Clients?

Providing us with some basic information, along with your latest tax return will allow us to withing 48 hours to provide an accurate fee estimate and estimated time to complete. 

Once you give us the go ahead, we'll provide instructions on what additional documents and information we'll need to finalize your taxes.

You can begin the process here.

6. What Are Your Fees for Tax Preparation?

We aim to be to the Costco of financial services, where you'll find high-quality solutions to everything you need in one place, for a great price. We base our initial year's fee on the cost your current professional charges. If there isn't a benchmark to compare to, our fees are based on the complexity of your tax situation. We provide transparent pricing upfront, with no hidden charges.

7. How Can Clients Provide Their Financial Information Securely?

Clients securely upload documents through our encrypted client portal, or via an encrypted texting service, ensuring the utmost privacy and data security.

8. How Do You Handle Audits and IRS Inquiries?

For returns we prepare, we offer full support in audits and IRS inquiries, leveraging our expertise to represent and defend our clients' interests effectively.

9. Can You Provide Tax Planning and Advice for Future Years?

Yes, we offer forward-looking tax planning to help clients optimize their financial decisions and minimize future tax liabilities. We partner with our in-house financial advisors who specialize in tax planning solutions.

10. What Documents Do Clients Need to Provide for Tax Preparation?

Our secure online onboarding process will guide you through which documents to provide.

11. How Do You Communicate with Clients During the Tax Preparation Process?

We maintain regular communication through emails, phone calls, and texting, ensuring clients are informed at every stage.

For more complex situations, we can schedule a time to meet either via Zoom or in-person to discuss your needs.

12. What Is Your Privacy Policy?

We adhere to strict confidentiality protocols, ensuring that all client information is kept private and used solely for tax preparation purposes.

13. Are There Any Additional Services You Offer Beyond Tax Preparation?

In addition to tax preparation, we offer financial planning, investment management, and retirement planning services through our sister company, Demars Financial Group.

Explore these in more depth here.

14. How Long Does the Tax Preparation Process Typically Take?

The process typically takes 2-4 weeks, depending on the complexity of your tax situation and the promptness of your document submission.

15. Do You Offer Electronic Filing?

Yes, we offer electronic filing for faster and more secure tax return processing.

16. What Are Your Qualifications and Experience in Tax Preparation?

Our team consists of CPA's, MBA's, and CFP's with extensive experience in tax preparation, continuously trained in the latest tax regulations. Our team has over 50 years of collective tax preparation experience.

17. Can Clients Refer Others to Your Services? Do You Have a Referral Program?

Yes, we value referrals and offer benefits to clients who refer new business to us. Details are available upon request.

18. What Happens If There Is an Error in My Tax Filing?

In the rare event of an error, we take immediate steps to rectify it at no additional cost to you, ensuring your tax situation is handled correctly.

19. How Can I Schedule a Consultation?

You can schedule a consultation by calling us at 509-536-9556, option 3, or emailing Melinda@DemarsFinancial.com, or scheduling a time online here. We look forward to assisting you.

20. Do You Stay Involved with Clients Throughout the Year or Only During Tax Season?

We offer year-round support, providing ongoing tax advice and financial planning services to our clients. These appointments are an additional charge and can be scheduled here.

I'm Ready, Let's Get Started!

Have a Question? We'll answer within 24 hours!

Thank you!
Oops!