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 38 times
Background checked
5 employees
25 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
Ask this pro about their preferred payment method.
Services offered
Service needed
Annual tax filing
Quarterly tax filing
Other tax consultation
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, value, and work quality.
Great 4.8
27 reviews
5
85%
4
11%
3
4%
2
0%
1
0%
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Read reviews that mention:
CYNTHIA S.
Apr 7, 2017
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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
Lawrence L.
Mar 16, 2019
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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
Michele D.
Mar 23, 2017
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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
Sherri W.
Mar 30, 2017
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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
Don S.
Mar 21, 2017
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Hired on Thumbtack
Initially, I went in for tax help, but was also offered information pertaining to retirement investments.
It was much more than just a "rush job", and I am considering using them for additional services.
Individual Tax Preparation
Credentials
Background Check
Sean Humeston
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
We offer our advice for free! If you choose to do business with us, we get paid by the companies we refer you to. That's it!
What is your typical process for working with a new customer?
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
What education and/or training do you have that relates to your work?
Sean is a licensed retirement planner in the states of Arizona and California. With 15 years of service in the industry, he has paved the way to helping thousands achieve financial freedom. He is also a proud member of the Better Business Bureau, the National Ethics Bureau and the Association of Financial Educators.
