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Find a Location

Winsett Financial Services/Express Tax has 1 locations, listed below.

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    Business ProfileforWinsett Financial Services/Express Tax

    Tax Return Preparation
    BBB accredited business

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 8/27/2009

    Years in Business: 33

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

    Products & Services

    lnvestments* - Correctly investing your hard earned money isn't just smart, it's crucial. Being able to live comfortably for the duration of retirement is an issue many Americans face. With proper investment advice from Patricia, you can pursue the future you and your family deserve. Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills GovernmentSecurities Treasury Notes Variable Annuity Financial Planning* - The creation, implementation, and execution of a sound financial plan may mean the difference between thriving, and barely surviving. Patricia offers a full suite of financial planning services based on integrity and long-term success. Retirement Plans Tax Plans 401 (k) Planning 403 (b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans lnsurance - As much as we don't want to dwell on worst-case-scenarios, taking time to ensure your family will be cared for in the event of your death or disability, is incredibly important. Our firm has the coverage you need to make the "what-ifs" in life, a little less scary. Disability lncome lnsurance Life lnsurance Long Term Care lnsurance Tax Planning - As the founder and CEO of Winsett Financial Group, Patricia Winsett brings over forty-years of income tax expertise as an Enrolled Agent, ready to help you with all of your tax service needs. Relocation Tax lssues State Tax Return Preparation Representation Before the IRS Tax Return Preparation lndividualTax Preparation and Planning Business Start Up, Counsel and Corporate Taxes Small Business Accounting Services IRS and State Tax Audits lncome, Gift and Estate Tax Returns

    Business Details

    Location of This Business
    2418 Old Moulton Rd SW, Decatur, AL 35603-4406
    BBB File Opened:
    3/6/2009
    Years in Business:
    33
    Business Started:
    1/15/1991
    Business Started Locally:
    1/15/1991
    Business Incorporated:
    1/1/2004 in AL, USA
    Accredited Since:
    8/27/2009
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    BBB records show a license number of 3104879 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2021.

    These agencies may include:

    Alabama Securities Commission

    770 Washington Street, Ste. 570

    Montgomery AL 36130

    (800) 222-1253

    Fax: (334) 3534690

    https://asc.state.al.us/

    BBB records show a license number of 59583 for this business, issued by Internal Revenue Service. The expiration date of this license is 3/31/2022.

    These agencies may include:

    Internal Revenue Service

    5123 Research Dr NW

    Huntsville AL 35805-5908

    (256) 539-0642

    https://www.irs.gov/

    BBB records show a license number of 19655 for this business, issued by State Department Of Insurance. The expiration date of this license is 3/31/2022.

    These agencies may include:

    State Department Of Insurance

    135 South Union Street

    Montgomery AL 36130

    (800) 433-3966

    Fax: (334) 2414192

    https://www.aldoi.gov/

    Type of Entity:
    Corporation
    Number of Employees:
    6
    Contact Information

    Principal

    • Ms. Pat Winsett, CEO
    Additional Contact Information

    Fax Numbers

    • (256) 350-3335
      Primary Fax

    Phone Numbers

    Email Addresses

    Industry Tip

    BBB Tip: How to Choose a Tax Preparer

    Customer Complaints

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    Customer Reviews

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    Local BBB

    BBB serving North Alabama

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