Virtual Tax Preparation & Notary | Core Financial Solutions
Virtual Tax Preparation & Notary Services, Nationwide

Your Taxes Done Right, Without Leaving Home

Personal and small business returns prepared by one experienced pro who reviews every credit and deduction, explains your results before you sign, and knows your file by name. Serving clients in all 50 states.

5-star reviews from clients of 5 and 8+ years

Prefer to talk? (972) 469-3915

Tamala Davis, founder of Core Financial Solutions, tax preparer
Tamala DavisFounder & CEO · 10 Years in Tax
  • 10 Yearsof tax preparation experience
  • 8-Year Clientswho come back every season
  • Secure E-Fileencrypted intake and IRS e-filing
  • All 50 Statessecure virtual service nationwide
Tamala Davis of Core Financial Solutions
About Core Financial Solutions

Meet Tamala Davis, Founder & CEO

For the past ten years, Tamala Davis has helped individuals, families, and growing businesses make sense of their taxes.

After years of guiding clients through complex financial situations at established firms, she wanted to offer something more personal: a practice built on relationships, not volume.

Core Financial Solutions is a fully virtual tax practice serving clients in all 50 states. You work with the same person every season, get straight answers to your questions, and know exactly what's happening with your return before it's filed, all without leaving home.

Our mission: reliable, personalized tax and financial services, with clear communication and real care, so you walk away with more clarity, more confidence, and a lot less stress.

Our Services

Tax and Notary Services Built Around You

Whether you're filing a simple W-2 return or juggling a growing business, you get the same thing wherever you live: careful work, honest answers, and a preparer who takes the time to get it right.

Individual Tax Preparation

From W-2s to side income, dependents, and life changes, we prepare and e-file your return accurately and explain every line that matters, so you know your result before anything is filed.

  • W-2, 1099, and self-employment income
  • Dependents, credits, and deductions reviewed
  • Every question answered before you sign
Book Individual Tax Prep

Business Tax Preparation

Running a business is hard enough without tax season hanging over it. We prepare returns for sole proprietors, LLCs, and small companies, and help you see where your numbers stand so you can plan ahead.

  • Sole proprietor, LLC, and small business returns
  • Deduction and expense review
  • Year-round questions answered
Get a Business Tax Quote

Small Business Bookkeeping

Keep your books clean, organized, and ready for tax season all year long. We handle monthly categorization, reconciliation, and financial reporting so you can focus on growing your business.

  • Monthly transaction categorization
  • Account reconciliation
  • Monthly financial reports
Get a Bookkeeping Quote

Virtual Notary Services

Need a document signed and notarized? Schedule a quick online session and get it done securely from wherever you are, without the runaround or the long wait at a bank or shipping store.

  • Affidavits, authorizations, and general documents
  • Valid government-issued photo ID required
  • Secure online sessions, by appointment
Schedule a Notary Appointment
How It Works

Filing With Us Is Simple

Four steps, all online, no surprises. You'll always know where your return stands.

Start My Return Not sure where to start? Book a Call
  1. Step1

    Start Your Intake

    Fill out our secure online questionnaire. It tells us what we need to know about your year.

  2. Step2

    Upload Your Documents

    W-2s, 1099s, receipts, and last year's return. We'll send a checklist so nothing gets missed.

  3. Step3

    We Prepare and Review

    Tamala prepares your return, then walks you through the results by phone or video and answers your questions before anything is filed.

  4. Step4

    E-File and Done

    Once you approve, we e-file your return and send you a copy for your records. Then you get on with your life.

Refund Advance

Don't Wait Weeks for Your Refund

Get Up To $7,500 Available January 2 to March 31

During tax season, eligible clients can apply for a refund advance of up to $7,500. Start your return with Core Financial Solutions and find out if you qualify.

  • Apply when you file your return with us
  • Repaid from your refund, not your paycheck
Get Your Free Tax Quote
Tamala Davis helping a client with a tax refund advance
Repaid From Your RefundSubject to eligibility and bank approval.

Refund advances depend on eligibility requirements and approval by a participating bank. Not every applicant will qualify, advance amounts may vary, and a tax refund advance is not guaranteed. Core Financial Solutions LLC does not make lending decisions.

Client Stories

Why Clients Stay With Tamala Year After Year

After 8 years, I can confidently say she has earned my trust year after year.

Tamala is amazing! I have trusted her to prepare and file my taxes for the past 8 years, and truly wouldn't want to go anywhere else. Before finding Tamala, I always did my taxes myself. Now, I have the peace of mind of knowing they are being handled by someone I completely trust.

Over the years, there have been many times they were more complicated than others, and she always took the time to work through everything and has surprised me with the results she has been able to receive. What I appreciate most is that she is honest, upfront, and thorough. No matter the situation, I know she is going to take great care of me and make sure it's handled correctly.

If you are looking for someone you can trust with your taxes, seek Tamala out. I highly recommend her!

Tiffany P.Client for 8 Years

I had an excellent experience working with Tamala Davis on my taxes. She was professional, knowledgeable, patient, and very thorough throughout the entire process. Tamala took the time to explain everything clearly, answered all of my questions, and made what can normally be a stressful process feel easy and comfortable. I truly appreciate her attention to detail and great customer service. She definitely deserves 5 stars!

Angel C.

I've been going to Tamala for my taxes for the past couple of years, and the experience has been seamless every single time. She makes the entire process incredibly easy, stress-free, and straightforward. Highly recommend her services to anyone looking for someone reliable and great to work with!

Arturo R.

I've been using Tamala Davis to handle my personal tax filing for the past 5 years consecutively and have been very satisfied. I would definitely recommend her for prompt and professional treatment.

Ross I.Client for 5 Years

Thanks for helping with my taxes! You are great! 100% will recommend!

Jesse I.
Let's Get Started

Ready for a Tax Season Without the Stress?

Whether it's your first time working with a professional or you're ready for someone who actually knows your file, we're here to help, wherever you are in the U.S. Book a time to talk, or start your return online now.

Or call us at (972) 469-3915