Visionary Tax & Financial Services

5(5 reviews)Pottstown, Pennsylvania

Open ⋅ Closes 7 pm
9:30 am–7 pm
Closed on Sunday

Hey everyone! My name is Daisy Sosa and I am the founder and CEO of Visionary Tax & Financial Services. My team and I specialize in personalized taxation and financial services throughout the Pennsylvania area. We have the skills, knowledge and charisma to handle all of your financial needs. We are ready to tackle any financial challenges that you may have as your trusted tax and financial planner. By supporting my team and I, you are not only helping put food on our table, but you are getting the maximum refund in your pocket and you are helping us pour our knowledge and money back into the communities we service! I hope you make the decision to be a part of the movement today. SE HABLA ESPAÑOL

Services

Tax preparation service
Bookkeeping service

Service Options

Online appointments
On-site services

Accessibility

Wheelchair-accessible car park

Business Hours

Monday: 9:30 am–7 pm
Tuesday: 9:30 am–7 pm
Wednesday: 9:30 am–7 pm
Thursday: 9:30 am–7 pm
Friday: 9:30 am–6:30 pm
Saturday: 11 am–5:30 pm
Sunday: Closed

Find Us on Google Maps

770 E High St Unit 714, Pottstown, PA 19464, United States

Customer Reviews

Reviews

5(5 reviews)

Zoey Reed

Mar 10, 2023on

Daisy does my taxes for the last 3 years and not had a problem yet .I love that every can be done by email and don’t have to come in

Yalitza Hernandez

Mar 10, 2023on

Daisy was amazing 🤩 did my taxes fast and was available for any questions! Definitely recommend

nijahly nogueras

Mar 8, 2023on

Daisy Goes above and beyond to make sure everything is correct and you’re getting back everything!!!

jessica baez

Mar 8, 2023on

I would never let anyone else do my taxes !! Daisy is amazing !! She really makes you feel so comfortable !! When I say she makes it super easy for you I mean it!! I trust her with everything and highly recommend using her !

Janet Baez

Mar 8, 2023on

I have been using Visionary Tax for over 3 years and have been completely impressed each time. Dasey takes the most detailed care of me every single time. I have never had an easy going experience when filing my taxes in the past. It was always stressful and I feel like they weren’t personal about making sure I get the best return. Dasey goes above and beyond for her clients and she’s fast and efficient! I HIGHLY recommend Visionary Tax and Financial Services. She has a forever client in me ♥️