Marissa Banks, founder of Personal Touch Tax Firm, is driven by a mission to empower individuals and businesses with the knowledge and tools to take charge of their financial journeys. With over a decade of experience in tax preparation, resolution, and professional bookkeeping, Marissa stands out for her dedication to delivering tailored financial solutions. Her approachable yet results-oriented style ensures clients feel supported every step of the way.
Before establishing Personal Touch Tax Firm, Marissa earned her life insurance license and held Series 6 and 63 securities licenses, equipping her with the expertise to provide holistic financial guidance. At the start of every client relationship, she conducts a comprehensive financial assessment to identify immediate priorities and long-term opportunities. Marissa’s commitment to excellence and education enables her to craft strategies that not only solve pressing issues but also build pathways to lasting financial success.
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Our team is ready to assist you with personalized solutions to meet your financial needs. Whether you’re seeking clarity on tax matters, looking for streamlined bookkeeping, or have a specific financial challenge, we’re here to help. Fill out the contact form, and one of our experts will be in touch promptly to provide the guidance and support you need.