FM Financial Services, Inc

About us

We have 2 full-time and 2 seasonal employees

Business highlights

33 years of experience

Services we offer

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

Accepted Payment Methods

  • CreditCard
Reviews
4.223 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
57%
4
22%
3
13%
2
4%
1
4%
Showing 1-23 of 23 reviews
Nikki M.
Sep 2016
5.0
Yes, I recommend this pro
We have been going to FM for 3 years and will continue to use her services. Very professional and excellent knowledge.

Lara A.
Jun 2015
3.0
$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.
Jun 2015
1.0
$150
.

Paul M.
May 2015
5.0
Yes, I recommend this pro
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.

Leslie L.
Apr 2015
5.0
Yes, I recommend this pro
$129
unknown

James H.
Mar 2015
2.0
$320

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.



Fred P.
Mar 2015
5.0
Yes, I recommend this pro
Really nice, really informative, gave us copies of everything.  Will be using them next year. Pretty affordable

Donna H.
Sep 2014
3.0
$250
unknown
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.
Sep 2014
4.0
Yes, I recommend this pro
$100
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.

Neal M.
Sep 2014
5.0
Yes, I recommend this pro
unknown

Cheri L.
Aug 2014
4.0
Yes, I recommend this pro
unknown

Donald P.
Aug 2014
4.0
Yes, I recommend this pro
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.

Joseph V.
Jun 2014
4.0
Yes, I recommend this pro
$175
unknown

Bobbie D.
May 2014
3.0
$149
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.

Eric S.
May 2014
5.0
Yes, I recommend this pro
$149
unknown

Leslie L.
Apr 2014
5.0
Yes, I recommend this pro
$149
unknown

Debbie A.
Apr 2014
5.0
Yes, I recommend this pro
$475
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.

Frank H.
Mar 2014
5.0
Yes, I recommend this pro
$199
The lady who assisted my wife and I was very professional and knowledgeable.

Terry A.
Mar 2014
4.0
Yes, I recommend this pro
$179
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.
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.
Mar 2014
5.0
Yes, I recommend this pro
$149
I was very satisfied. She was very nice and I didn’t have to wait long at all.

Lara A.
Mar 2014
5.0
Yes, I recommend this pro
$149
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.

Paul C.
Dec 2012
5.0
Yes, I recommend this pro
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.  

Dee R.
Jan 2012
5.0
Yes, I recommend this pro
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.

Licensing

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 Find Licensing Requirements page.

*Contact business to see additional licenses.

FAQ

FM Financial Services, Inc is currently rated 4.2 overall out of 5.
FM Financial Services, Inc accepts the following forms of payment: CreditCard
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.

Contact Information

1510 E Colonial Dr, Ste 210, Orlando, FL 32803

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