Meet the CEO
The Tax Professionals You Can Trust
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.
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Services
What You Need
Visionary Tax & Financial Services offer a wide range of tax services, financial planning, notary and consulting services especially tailored towards helping you achieve your goals and an ultimate level of success. We are a Mobile Tax Service so even if you reside outside of the Philadelphia, Pennsylvania area, or it is more convenient to not meet in person, tax preparation can be completed remotely by our Secured Mobile Application, e-mail, or fax. You will be provided with a copy of your tax return by e-mail or hard copy by U.S. Mail.
We are here to provide the best financial services for our clients, giving them long-term strategies for financial success. Contact us today.