Wilson Financial
Introduction: Our goal is to be your financial partner and assist you every step of the way. We offer individual income tax preparation, wealth management and financial planning services, all with the convenience of one advisor. We utilize the latest in technology to provide you with all the tools you need to stay up-to-date with your financial life.
Overview
Hired 3 times
Background checked
2 employees
11 years in business
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Reviews
Customers rated this pro highly for professionalism.
5.0
4 reviews
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David W.
Jan 6, 2017
I use Wilson Financial for my tax preparation and my financial investments. Tim is very accommodating to my needs and has made sound financial recommendations that allow me to blend all of my financial investments together. He has helped with personal budgets and has helped us in our goals of retirement. I highly recommend Wilson Financial for your tax and investment needs.
Sue M.
Jan 8, 2017
Wilson Financial has completed our taxes for the last several years. We are very happy with the service and accuracy of their work. we'll be using this firm again. This year we plan to use their guidance to help us develop a budget as we prepare for our retirement.
Chris K.
Feb 18, 2017
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Hired on Thumbtack
Hired on Thumbtack
He was very knowledgeable and helpful. I would recommend to anyone.
Individual Tax Preparation
Randy Z.
Apr 16, 2018
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Hired on Thumbtack
Hired on Thumbtack
Tim was very helpful in filing our State and Federal income taxes this year which were more complicated due to some family changes. We met twice and over email (a secure mail server - very professional) and he had our taxes done.
Individual Tax Preparation
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Tim Wilson