About Lifeline Financial Solutions

Lifeline Financial Solutions, LLC is a minority and woman-owned tax preparation firm based in Norfolk, Virginia. Our secure client portal brings professional tax services directly to families, individuals, and small business owners who deserve a stress-free filing experience.

Through our online platform, clients can complete their intake, upload documents securely from any device, sign engagement letters electronically, track the status of their tax return in real time, communicate directly with their assigned preparer, and pay invoices online. We also offer flexible refund options through SBTPG, including the ability to have preparation fees deducted directly from your refund so there is no upfront cost.

Our team specializes in federal and state tax preparation, business tax services, QuickBooks setup and support, and IRS problem resolution. We are licensed in Virginia and committed to serving our community with integrity, affordability, and personalized attention. Whether you are filing a simple individual return or managing complex business taxes, Lifeline Financial Solutions is here to help you file it right.