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Find a Location

KW Financial Services, LLC has 1 locations, listed below.

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    Business ProfileforKW Financial Services, LLC

    Tax Return Preparation
    BBB accredited business

    At-a-glance

    Customer Reviews

    3.5/5stars

    Average of 2 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 2/22/2023

    Years in Business: 10

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    KW Financial Services is here to help you plan your finances or advise on the best investment vehicle for your hard-earned finances. We specialize in tax preparation and financial awareness.
     

    Products & Services

    Tax Preparation, Business Consultation, Credit Consulting, Loan Forgiveness Application Services

    Business Details

    Location of This Business
    Lawrenceville, GA 30046-6907
    BBB File Opened:
    10/5/2020
    Years in Business:
    10
    Business Started:
    2/3/2014
    Accredited Since:
    2/22/2023
    Type of Entity:
    Limited Liability Company (LLC)
    Hours of Operation

    Primary

    M:
    By Appt. Only
    T:
    By Appt. Only
    W:
    By Appt. Only
    Th:
    By Appt. Only
    F:
    By Appt. Only
    Sa:
    By Appt. Only
    Su:
    By Appt. Only
    Business Management
    • Ms. Kanesha Winn, Owner
    Contact Information

    Principal

    • Ms. Kanesha Winn, Owner

    Customer Contact

    • Ms. Kanesha Winn, Owner
    Additional Contact Information

    Email Addresses

    Industry Tip

    BBB Tip: How to choose a tax preparer in the U.S.

    Customer Complaints

    0 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Customer Reviews

    2 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Shellie W

    2 stars

    06/19/2023

    No one deserves to receive the kind of inconsistent, unprofessional and, quite frankly, gaslighting service that I received from this company. Although the preparer appears to be knowledgeable and initially personable, I had to follow up multiple times on what they said they were going to do (even though they were paid in full beforehand), they refused to apologize for their lack of professionalism and integrity and instead decided to overload on personal details of their life, play the victim and say that I had anger issues and a bad attitude for holding them accountable. Amazing.I shared their total lack of professionalism with three other professional tax preparers and they all said that I should report the experience (for the record, I gave the preparer a heads up and she didn't even care about my doing this; I also have a text thread to prove just how ridiculous the final exchange was; she had to get the last word, had a ton of pride and acted way too familiar with me for me to be a client).When you are paying good money for a service, you deserve someone who will keep their word, is accountable and gracious and will apologize when they totally drop the ball, not someone who acts like their incompetents are somehow your fault.Again, she is knowledgeable; just make sure to hold her to the fire on what she claims she will do and when. Don't let her try and turn things on you like she did her best to do to me.

    KW Financial Services, LLC Response

    10/21/2023

    Were sorry to hear you were not happy with our second. We value each customer and assure that we tried to make it right. 

    KW Financial Services, LLC Response

    10/21/2023

    Were sorry to hear you were not happy with our second. We value each customer and assure that we tried to make it right. 

    Local BBB

    BBB Atlanta & NE Georgia

    BBB Reports On

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