Prospect Financial Solutions, LLC
Prospect Financial Solutions, LLC

Prospect Financial Solutions, LLC

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Introduction: Prospect Financial Solutions is owned by Joel Hendriks & John Hopkins. They are both licensed tax professionals with a combined 25+ years of experience. Prospect prides itself in professionally servicing individuals, small/micro businesses, and non profits. Our mission is to provide accounting and tax solutions.
Overview

8 employees

18 years in business

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Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

1 review

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George H.
Oct 4, 2018
Prospects financials has taken all my accounting functions off my plate and has given me the satisfaction of knowing they're doing a job well done and it's an issue I no longer have to worry about as far as details and record-keeping they are an honest reliable trustworthy company I would highly recommend them.

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    The fees I quote on Thumbtack are just that: quotes. It is difficult to properly quote without knowing the full extent of the clients needs.

  • What is your typical process for working with a new customer?

    We typically like to request the previous years tax return. We give the new client a unique online portal for them to securely upload this documentation. If geography prohibits the client from coming to my office, we use technology to ensure a proper conversation occurs: Zoom, Ring Central, Email, Text Messages, or Email. Once we have that initial conversation, we request documentation that can be emailed or uploaded online. The process is fair, easy, and sensible.

  • What education and/or training do you have that relates to your work?

    Enrolled Agents are required to take continuing education every year. We are often engaged learning about new tax laws as well as different software, business ideas, planning ideas, etc to assist our clients in all aspect of their personal and/business lives.