Connick Financial Solutions

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About

You have enough on your hands keeping your business running and profitable - you don't need to add keeping the books on top of everything else. We'll take care of your bookkeeping and tax preparation so that you have one less thing to worry about and can focus all your energy on making your business grow. We can also help you with tax planning to keep your contributions to Uncle Sam as low as possible. Can preparing taxes really be fun? Believe it or not, yes! It's like putting together a jigsaw puzzle - the picture you want to see at the end is a tax return that produces the lowest possible tax bill without breaking any rules.

Overview

Hired 2 times

Background checked

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Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews

5.0

2 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Niels R.

Apr 21, 2017

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Hired on Thumbtack

Wendy helped me with my taxes, professionally and without hassle, despite starting the process just shortly before the deadline of tax day.

Individual Tax Preparation

Ryan H.

Apr 17, 2017

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Hired on Thumbtack

Individual Tax Preparation

Credentials

Background Check

Wendy Connick

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Pricing varies based on a client's situation and needs.
What is your typical process for working with a new customer?
I like to sit down with a new client and "interview" them so that I can fully understand their situation, past, present and future. Then we can work together to come up with a solution that will meet the client's needs, not just now but in years to come.
What education and/or training do you have that relates to your work?
I'm an Enrolled Agent, meaning that I can represent clients before the IRS. Enrolled Agents pass a difficult series of exams related to tax preparation and planning, and must also pass a background check and meet stringent continuing education requirements.