FM Financial Services, Inc

Accountants/Tax Consultants, Financial Planning, Mortgage Companies

About us

We have 2 full-time and 2 seasonal employees

Business highlights

33 years of trusted experience

Services we offer

We are a full service accounting, financial planning and mortgage broker office. We provide payroll, monthly accounting services, individual & tax preparation and filing. We also give tax planning and savings advice, business development consultation and residential loans

Services we don't offer

N/A


Accepted payment methods

MasterCard
Visa

Reviews

4.223 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
57%
4
22%
3
13%
2
4%
1
4%


Rating CategoryRating out of 5
quality
4.3
value
4.6
professionalism
4.6
responsiveness
4.6
punctuality
4.7
Showing 1-23 of 23 reviews

Nikki M.
09/2016
5.0
accountant
  + -1 more
We have been going to FM for 3 years and will continue to use her services. Very professional and excellent knowledge.
Description of Work: 2013, 2014 and 2015 tax returns

Rating CategoryRating out of 5
quality
5.0
value
4.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Lara A.
06/2015
3.0
accountant
  + -1 more
.
Description of Work: We could have done better on our own because we had to ask more questions to get a better return. I wasn’t thrilled with the service and we will be going with a different company next year.
Rating CategoryRating out of 5
$150

Response from FM Financial Services, Inc
This is a complete fabrication. The taxpayers were very happy with the service while they were hear. They did not ask anything new than what was done. She has put the same review as the previous year. In fact we asked many questions to make sure they did not leave any deduction they should have gotten. It is pretty sad to see that someone will be happy and parsing the service and writing something else. We wish them good luck.

Bobbie D.
06/2015
1.0
accountant
  + -1 more
.
Description of Work: .
Rating CategoryRating out of 5
$150

Paul M.
05/2015
5.0
financial advisor
  + -1 more
Consulted with representative by the name of Fozia. Everything went not only excellently but superb. Had 8 questions, made great use of our time. Took time to actually help me. Good customer service, did not feel like a number.
Description of Work: Consultation

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Leslie L.
04/2015
5.0
accountant
  + -1 more
unknown
Description of Work: This is my second year of using Fozia for my personal tax return. She's great at what she does. Gets it done quickly and efficiently. She's sweet and personable. I will definitely be back to see her again next year!! Thanks Fozia! |Leslie

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$129

James H.
03/2015
2.0
accountant
  + -1 more
I initially found them on Angies list and they had a deal for $160 for tax preparation listed. So I called them to make sure they could do it as it was close to April 15. They said they could do it but not to inform Angies list as they would have to pay them money. I needed to get this done so I said OK. They prepared the return by when they said they would so that was good but when I wen to pay they said I would have to pay full price, $320. They were due the next day so I had no choice. However the IRS notified me that there was a 3K mistake on the return and reduced my refund and then the refund amount was different then the amount I thought I was going to get. I contacted the company for help and they said they could not contact the IRS and I was on my own. Very disappointed in the service and attitude.
Description of Work: Prepared my tax return

Rating CategoryRating out of 5
quality
2.0
value
1.0
professionalism
1.0
responsiveness
5.0
punctuality
5.0

$320

Fred P.
03/2015
5.0
accountant
  + -1 more
Really nice, really informative, gave us copies of everything. Will be using them next year. Pretty affordable
Description of Work: Did my taxes

Rating CategoryRating out of 5
quality
4.0
value
5.0
professionalism
5.0
responsiveness
4.0

Yes, I recommend this pro

Donna H.
09/2014
3.0
accountant
  + -1 more
unknown
Description of Work: After having used a very expensive CPA firm for years maybe my expectations were too high. This is a small 2-person operation. I did not feel as if my personal information was being adequately safe-guarded as it was placed in an unlocked drawer. After I mentioned several items that were omitted from my return the preparer completed the forms. She was very nice and services were reasonably priced, and I had no issues from the IRS, but I don't think I'll return.

Rating CategoryRating out of 5
quality
2.0
value
4.0
professionalism
2.0
responsiveness
3.0
punctuality
3.0

$250

Response from FM Financial Services, Inc
Although the customer has a right to write whatever she feels, we disagree with the comments she made. First of all it does not matter if the business is a 2 person or 100 what matters is the service one gets. It is because of our service and professionalism that we have over 99% of our clients coming back to us year after year. They also refer other clients because of that. That is why we have over 99% of our clients keep coming back and we get referral from them. We treat every client as if they are the only one and try to give them the best service possible. As to the papers she said we could not find, we do not know what she is talking about. She dropped her documents and we made copies for our files and gave everything back to her. In addition the service fee was not $250. She paid the $149 big deal fee and we added $51 for the Schedule D which was not included in the offer.

Anabelle P.
09/2014
4.0
accountant
  + -1 more
FM Financial reviewed our previously submitted tax statements. They found errors in our returns, which resulted in additional refund money that we were able to claim and receive. They were courteous; however, not very communicative. We would not receive any news unless we were the ones to contact them.
Description of Work: FM Financial reviewed our tax submittals from previous years for accuracy.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
3.0
punctuality
4.0

Yes, I recommend this pro
$100

Neal M.
09/2014
5.0
accountant
  + -1 more
unknown
Description of Work: Free consultation. Plan to use for 2014 tax prep.

Rating CategoryRating out of 5
quality
5.0
value
4.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Cheri L.
08/2014
4.0
accountant
  + -1 more
unknown

Rating CategoryRating out of 5
quality
4.0
value
5.0
professionalism
4.0
responsiveness
4.0
punctuality
3.0

Yes, I recommend this pro

Donald P.
08/2014
4.0
accountant
  + -1 more
I couldn't say anything good or bad about them. They are nice. They contacted me to ask some stuff, they were cordial, and she filed an extension for me that I hadn't thought about for 2013, and that is what I am working on right now, and she is working on it right now, because I had to get a few things straightened out before I filed that. I went there originally because there was a special on Angie's List. This is the 2nd time that I am using them. The first time was the previous years, and now it is 2013s.
Description of Work: The service went so so. There were a few problems, but I have problem taxes. I am trying to get the things taken care of right now, because it is a mess. I was in Iraq and Afghanistan for 9 years, and I just got done paying for my 2007-2011 taxes. There was a whole bunch of different stuff that you wouldn't normally run into. They sent me mail saying something is not right, and so I got FM to help me out.

Rating CategoryRating out of 5
quality
4.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Joseph V.
06/2014
4.0
accountant
  + -1 more
unknown

Rating CategoryRating out of 5
quality
4.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$175

Bobbie D.
05/2014
3.0
accountant
  + -1 more
They actually made a mistake with our taxes. I need to call them back to correct the issue. We dealt with the owner. We had to remind her of several things that needed to be on the deduction. I have not yet contacted the company yet regarding the errors. Their attention to detail just was not as good as it could have been. I had to send her several emails to get in touch with her regarding the return; however, they did get the information back to us quickly.
Description of Work: I purchased a deal for Income Tax Return Preparation Services.

Rating CategoryRating out of 5
quality
3.0
professionalism
5.0
responsiveness
4.0
punctuality
5.0

$149

Eric S.
05/2014
5.0
accountant
  + -1 more
unknown

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$149

Leslie L.
04/2014
5.0
accountant
  + -1 more
unknown
Description of Work: Fozia was friendly and got my taxes done quickly. She brought up things that I would have missed had I done them on my own. I've gone to other tax preparers in the past and the tax prep time was long and arduous....I was in and out of Fozia's office in 20 minutes. She's great!

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
punctuality
5.0

Yes, I recommend this pro
$149

Debbie A.
04/2014
5.0
accountant
  + -1 more
I am VERY impressed by Fozia's professionalism. I will definitely go back next year! I have lived in Orlando 15 years and still had my personal taxes done in Michigan because I couldn't find anyone I could trust.
Description of Work: 2 Different Tax Returns

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$475

Frank H.
03/2014
5.0
accountant
  + -1 more
The lady who assisted my wife and I was very professional and knowledgeable.
Description of Work: Completed my income tax.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$199

Terry A.
03/2014
4.0
accountant
  + -1 more
I depend on Angie's List, especially when we are new to a neighborhood. When I am not sure where to turn for services I go to Angie's List. Angie's List is priceless. I would pay the price for Angie's List rather than being ripped off or be disappointed. Of course, there can be mistakes on any service, but I think through Angie's List I pretty much increase my odds of getting a pretty good service provider the first time around. That is worth the price for me. I have had experiences where I have ended up going to court with contractors and so forth and that is a lot more expensive. I am a new subscriber to Angie's List and my intent is to continue to use its services. Angie's List is a great concept.
Description of Work: I use Angie's List.

Rating CategoryRating out of 5
quality
4.0
value
4.0
professionalism
4.0
responsiveness
4.0

Yes, I recommend this pro
$179

Response from FM Financial Services, Inc
I do not agree with the rating this reviewer gave our company. First of all all the comments were about Angie's List not our service or company. We went above and beyond what he paid for our service. Secondly, the price was $149 that was paid to Angie's list and not $179.

Virginia M.
03/2014
5.0
accountant
  + -1 more
I was very satisfied. She was very nice and I didn’t have to wait long at all.
Description of Work: I purchased a Big Deal for income tax return preparation services.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$149

Lara A.
03/2014
5.0
accountant
  + -1 more
She did an excellent job, finding additional deductions for us that increased our refund by over $400. However, need to bring everything with you because first refund calculation was a little low due to not including all deductions and not delving deep enough. But overall, easy to work with and refund process went smoothly and quickly. Also, she was able to do our entire process in just a few hours from start to finish.
Description of Work: She prepared our federal income tax return.

Rating CategoryRating out of 5
quality
4.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$149

Paul C.
12/2012
5.0
accountant
  + -1 more
I spend anywhere from $1,200 to $1,500 a year which is outstanding from a corporate standpoint. I would give them all A's.
Description of Work: For tax consulting I use F M Financial Service. I've used them for twelve years. The contact person is Fozia Andarge.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Dee R.
01/2012
5.0
accountant
  + -1 more
I think they do other things as well. I use them every year. I liked their intelligence level. They are fair, accurate, and updated on several changes in the law. They pay really good attention to detail. They are phenomenal.
Description of Work: I use FM Financial Service for my tax work.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

    Contact information

    1510 E Colonial Dr Ste 210, Orlando, FL 32803

    www.fmfinancial.com/index.php

    Service hours

    Sunday:
    Closed
    Monday:
    9:00 AM - 5:00 PM
    Tuesday:
    9:00 AM - 5:00 PM
    Wednesday:
    9:00 AM - 5:00 PM
    Thursday:
    9:00 AM - 5:00 PM
    Friday:
    9:00 AM - 5:00 PM
    Saturday:
    Closed

    Licensing

    Insured
    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.


    Service Categories

    Accountants/Tax Consultants,
    Financial Planning,
    Mortgage Companies

    FAQ

    FM Financial Services, Inc is currently rated 4.2 overall out of 5.

    Sunday: Closed

    Monday: 9:00 AM - 5:00 PM

    Tuesday: 9:00 AM - 5:00 PM

    Wednesday: 9:00 AM - 5:00 PM

    Thursday: 9:00 AM - 5:00 PM

    Friday: 9:00 AM - 5:00 PM

    Saturday: Closed

    FM Financial Services, Inc accepts the following forms of payment: MasterCard,Visa
    No, FM Financial Services, Inc does not offer free project estimates.
    No, FM Financial Services, Inc does not offer eco-friendly accreditations.
    No, FM Financial Services, Inc does not offer a senior discount.
    No, FM Financial Services, Inc does not offer emergency services.
    No, FM Financial Services, Inc does not offer warranties.
    FM Financial Services, Inc offers the following services: We are a full service accounting, financial planning and mortgage broker office. We provide payroll, monthly accounting services, individual & tax preparation and filing. We also give tax planning and savings advice, business development consultation and residential loans
    N/A

    Contact information

    1510 E Colonial Dr Ste 210, Orlando, FL 32803

    www.fmfinancial.com/index.php

    Service hours

    Sunday:
    Closed
    Monday:
    9:00 AM - 5:00 PM
    Tuesday:
    9:00 AM - 5:00 PM
    Wednesday:
    9:00 AM - 5:00 PM
    Thursday:
    9:00 AM - 5:00 PM
    Friday:
    9:00 AM - 5:00 PM
    Saturday:
    Closed