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Hollister Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Hollister.

  • 23 years in business
  • 4 hires on Thumbtack
Keira F.
Verified review

I had such a great experience! I was a little nervous, but the process was made so simple. The customer service was both professional and friendly. My tax professional was knowledgeable, and helped get me an extra $1000! They even have a student discount! I had a very pleasant experience, and would highly recommend!

  • 5 years in business
  • New on Thumbtack
Adina D.
Verified review

Leslie is very caring , knowledgeable and compassionate. I received great insights from her and I appreciate her expertise.

  • 17 years in business
  • 1 hire on Thumbtack
Julie L.
Verified review

I have had very pleasant experiences with Sunny and his services. Sunny has been helping me with my insurance and investments for over 4 years now. He definitely has delivered what he promised. He always gets back to me in lightning speed whenever I have questions on my accounts. He takes the time to explain to me what I don't understand. Finance is really not my strong side. I needed someone that's patient enough to explain me what I should do. I don't have time to research for all the answers online nor do I trust the sources on there! Working with a financial advisor that's locally in San Jose and who I can completely trust is very important to me. So far I have nothing but positive things to say about Sunny and Essence Wealth & Insurance Services.

  • 8 years in business
  • New on Thumbtack
About

I have been a payroll practitioner with more than 5 years of experience across all 50 states. I am more than familiar with all payroll laws and taxes, as well as reconciliations and general ledger work. I am extremely well-versed in Microsoft Office and ADP products. I have a quick adaptability to new programs and software, and I look forward to a challenge! I am currently working on receiving my certification in payroll, but I have the confidence that this will be achieved in this calendar year. My pricing is reasonable at $15/hour, but I can create a custom package for you in order to accommodate your budget.

About

A boutique CPA firm caters to closely held businesses and individuals. The firm has offers in compromise, tax research and compliance.

  • New on Thumbtack
About

We offer tax preparation, financial planning, personnel financial, business and trust bookkeeping. We do all income tax preparation, prepare all tax forms example sales tax, payroll taxes, underground storage tank, and most any others tax forms that may come your way. We provide answers to most of the complex tax or business question that may come as you do business, and also, in your daily personnel dealings. We offer bookkeeping services, as simple as doing bank reconciliation for your grandmother checking account to total bookkeeping for complex, multi-activity businesses that may need payroll, sales reports, and monthly financial statements. We service mom and pop business, to multifamily partnerships. We will help do the bookkeeping and tax reports needed for that family trust that you have been appointed to as trustee. Our clients become a part of our extended family; when they have a question, they come to us for resources and guidance. Sometimes, this can be as simple as who is paying the highest interest rate this month, or as complicated as: what do I do, the bank is foreclosing on my home/rental house. Clients know that they can turn to us before they do any financial dealing, and we provide needed pro and cons, to help guide them to a successful endeavor, whatever that may be. We have been in business for over 25 years and "we know taxes."

About

We are a fee only financial planning and investment management firm located in Santa Cruz County. We have helped people create and manage their wealth for over 25 years.

About

Maria has in over 25 years of experience in accounting for construction and property management business. Let her help you. She can also work with all subcontractors -- HVAC, plumbers, electricians, landscapers, etc. Send your email today with a description of what your needs are, and we will be happy to customize a working schedule for your business. If your business is suffering, we will analyze your current situation and provide a plan to recover and become profitable again.

About

Passionate about providing financial planning and service information to middle class families and individuals.

About

Mason & Mickens Financial Solutions Inc. offers complete accounting, financial and tax services, with its offices in Milpitas and Newport Beach. Our expertise is centered on four main services: 1) IRS and state tax problems, 2) tax preparation, 3) small business accounting and payroll, and 4) entrepreneurial consulting and business analysis. Whether your return is simple or a very complex sole proprietorship, Mason & Mickens Financial Solutions Inc. provides the same high-level review to every single return that we prepare. Call Mason & Mickens Financial Solutions Inc. to learn more about our tax preparation and tax planning services that are designed for you to minimize your tax liability.

Top Pro
  • 5 years in business
  • 49 hires on Thumbtack
  • Top pro on Thumbtack
Prajesh P.
Verified review

Focus Accounting & CPA Firm has helped me with tax filing and consulting services when needed. I must say Mr. Jay and his team have great deal of knowledge, professionalism, and energy. The fact that the team approaches each client with same level of energy and explains the complicated tax process in Layman’s term when needed, I highly recommend folks to use Focus Accounting & CPA Firm’ services.

  • New on Thumbtack
About

CompuTax Services has been providing high quality tax preparation services for more than 20 years. We offer professional and accurate tax preparation. We have a team who is friendly, knowledgeable and customer oriented to help with your needs.

  • 43 years in business
  • New on Thumbtack
Chris S.
Verified review

Great Estate Planning Services! Both Roy and Justin are thorough. Although initially there was a misunderstanding in beneficiary designation (due to our complex family structure) everything worked out great. We like the fact that we can send questions to the attorneys at no charge.

About

We take great pride in helping families with all income levels because we believe everyone deserves to have complimentary financial analysis and planning for themselves and their loved ones. We utilize a wide array of strategies (from fixed, variable to Indexing).

About

Serving San Jose, CA and outlying areas, Lori Ellingson and associates of Ellingson-Furler & Associates are offering the following services, but are not limited to, retirement planning, estate planning, insurance planning, education planning and employee benefits.

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