Shoreline Financial Services of Arizona, LLC
Shoreline Financial Services of Arizona, LLC

Shoreline Financial Services of Arizona, LLC

$350
estimated price


Responds within a day

Introduction: We are dedicated to providing retirement planning and financial strategies to all of those seeking a better lifestyle. Simply put, we strive to be our clients trusted source for safe money. As a retirement planning firm, our primary focus is to provide unbiased opinions that are designed to achieve great results. We feel that our company motto says it all. "Promoting financial health through education". We are dedicated to professionally supporting, educating and providing informed direction to each and every client.
Overview

Hired 37 times

9 similar jobs done near you

Background checked

5 employees

23 years in business

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Featured Projects

6 photos

Specialties
Special tax situations

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Reviews

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

Great 4.8

26 reviews

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pro avatar
Lawrence L.
Mar 16, 2019
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Hired on Thumbtack

Hired on Thumbtack

Sean took the time to explain many things about the new tax law pros and cons and gave us options for maximizing our financial situation. He gave us a lot to think about but we never felt pressured in any way. We would definitely recommend shoreline.
Individual Tax Preparation
pro avatar
Michele D.
Mar 23, 2017
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Hired on Thumbtack

Hired on Thumbtack

My husband and I have a family owned business providing Carpenter/Handyman services. We had every 1099 known to man, moving expenses from Maui to Arizona, work vehicle purchase, W-2 from work on Maui for the first 2 months of 2016 and a plethora of other forms. Even with all that, we were provided completed tax forms in less than a week. Sean and his staff, along with Axel and Lisa from the tax division were amazing, and the fees were more than fair. We will definitely use their services again next year, and the year after that...Thanks Shoreline Financial!!!
Individual Tax Preparation
pro avatar
Sherri W.
Mar 30, 2017
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Hired on Thumbtack

Hired on Thumbtack

The professionals we deal with at Shoreline and their tax division were a great help. Listened, gathered info, and did a great job. Thank you!
Individual Tax Preparation
pro avatar
CYNTHIA S.
Apr 7, 2017
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Hired on Thumbtack

Hired on Thumbtack

I had Shoreline Financial help me with my taxes for 22016. They did aa superior job! The financial team was extremely courteous, fast and very knowledgeable. I will be using this firm in the future for my tax returns and the other financial services they offer.
Individual Tax Preparation
pro avatar
Jay n.
Jan 11, 2023
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Hired on Thumbtack

Hired on Thumbtack

Have not used them yet. They will do my taxes in mid February.
Individual Tax Preparation
Credentials
Background Check

Sean Humeston

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