Palmdale, CA
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Palmdale Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Palmdale.

Top Pro
  • 33 years in business
  • 44 hires on Thumbtack
  • Top pro on Thumbtack
Will B.
Verified review

Becky Seavert has been doing my taxes for the past five years and she does an excellent job. I feel confident with the tax preparation that she does for me. As an independent contractor I put my trust in Becky to write off all of my expenses and get me the most deductions I'm entitled to. I'm a devoted client of hers and will continue to be. She is always up to date on the tax laws and can help me with my financial planning.

  • 9 years in business
  • New on Thumbtack
Rene J.
Verified review

I've been with APS for a long time. It was always very easy to get an appointment and any meeting or exchange with their professional advisors was always very effective and informative alike. They promote very interesting concepts of portfolio spreads, wealth and retirement planning and market analysis and - Happy Hour once in a while now :-) which is a great way to meet other people and professionals.

  • 6 years in business
  • 19 hires on Thumbtack
Howard H.
Verified review

Raymond was very responsive and scheduled an initial office consultation to go over our taxes. He was able to get into a detailed analysis within minutes of seeing our previous year’s tax returns, and demonstrated a high degree of skill and communication. We were also very impressed with their inter-office collegiality. We really felt that Excellent Financial Solutions’ colleagues enjoy working together and do not work in a silo just preparing their own client’s taxes. We are very much looking forward to working with them this year!

  • 13 years in business
  • New on Thumbtack
Rose R.
Verified review

We tried three different independent bookkeepers and spent a good amount of money with each one. At the end we had no cohesive system or adequately prepared financial reports - as a small business owner, it's imperative to know where you stand with payroll, taxes and fees at all times. Then we found Saniah and she has been great. She cleaned up our accounts, put together our books, and sent us our first set of reports within the first month. Throughout the last 4 years since we hired her, we continue to receive reports on a consistent basis. She is reliable and conscientious in everything she does. More importantly, she is competent, professional and knowledgable. Thank you for a great and expert service.

AllyPoint Financial
5.0
from 5 reviews
  • 5 years in business
  • 5 hires on Thumbtack
Andrew L.
Verified review

Allypoint was very prompt in answering all of my questions regarding my companies budget and future tax liabilities. Also saved me a lot of time on getting my books up to date after not filing taxes in 3 years.

Emil Estafanous, CPA
4.3
from 8 reviews
  • 28 years in business
  • 6 hires on Thumbtack
Chris A.
Verified review

After trying other tax professionals, I found Emil’s firm through a local newspaper ad around five years ago. This was when I was simply looking for someone who had experience representing corporations during tax season. His knowledge and energizing attitude made me feel comfortable in using his services. Today, Emil has become, for me, a talented resource for making all my business decisions. His creative techniques and quick responsiveness has been very profitable for my corporation, which is why I’ve come to depend on him for much of my tax and financial planning needs.

Sebastian & Lailah V.
5.0
from 2 reviews
  • 9 years in business
  • 3 hires on Thumbtack
Nico C.
Verified review

My experience with Sebastian and his staff was very professional! I had the opportunity to speak on the phone with him prior to our meeting, and he responded to all of my questions with conviction and valid points that made sense. He helped me set up a plan for my retirement goals and I feel good about my decision. I recommend him for all financial services.

KSasserCPA-CyberCFO
5.0
from 5 reviews
  • 5 years in business
  • 2 hires on Thumbtack
Andrew H.
Verified review

Full and complete, above and beyond CPA services, from business to personal. It's like having a CFO on hand, has been vital to my business not only from taxes, but financial and future venture advise as well. Highly recommended. Already sending referrals to her as fast as they come in.

Newport Wealth Advisors
5.0
from 3 reviews
  • 11 years in business
  • 3 hires on Thumbtack
David J.
Verified review

Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!

PFS financial services
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
Terza H.
Verified review

Great to know there are still honest insurance agents who care. I feel protected knowing I have a secured life policy. And that no matter what, its unchanging. Thank you for being such a great professional and full of integrity.

BookSmart Financial, Inc.
5.0
from 1 review
  • 7 years in business
  • New on Thumbtack
Gianni N.
Verified review

I've been through quite a few accountants in my time and I must say no one is more efficient and trustworthy than Bret. He never steers me the wrong way and always has the best advice. I recommend him to all of my friends and colleagues.

  • New on Thumbtack
Leo H.
Verified review

Sid is hands down a professional at his business. He took the time to take care of my insurance needs and offered options and suggestions that I would not have known about. Don't go anywhere else for life insurance!

Bhatt & Associates, Inc.
5.0
from 1 review
  • 8 years in business
  • 1 hire on Thumbtack
Arun P.
Verified review

I've been working with Mr. Bhatt since 2012, and he's the best. His advice and tax preparation have been great, and his keen insights have helped significantly. His knowledge of tax code is second to none. His staff is very nice and courteous. When it comes to tax issues and financial matters, it's great to have someone so skilled and knowledgeable to guide you along the way. Thanks Mr. Bhatt!

Woods Financial Services
2.0
from 1 review
  • 13 years in business
  • New on Thumbtack
About

I do income tax preparation (personal/business), document preparation, and small business accounting services. Thank you for your interest. Please do not hesitate to contact me for more details.

SagePoint Financial
2.0
from 1 review
  • 48 years in business
  • 1 hire on Thumbtack
About

We provide personalized financial solutions that take into account all aspects of your financial life. We do this by sitting down with you to help clarify your current financial situation. Then we provide you with ongoing advice to help you overcome many of the unforeseen roadblocks that could disrupt your comfortable lifestyle. When you work with us, we will help you gain more confidence about your personal finances and feel more secure about you and your families financial future.

About

Surety Investment Services works with individuals from all walks of life and different professions and is proud to have helped several thousands of individuals prepare for a more secure financial future. Our firm is dedicated to providing you the highest level of specialized service and individual attention in all areas of financial planning. We realize that your needs and goals change over the years, and our mission is to provide the continuity of service that your life transitions demand. When appropriate, we will furnish you with referrals for other professionals, such as attorneys and accountants, who are highly qualified in their specialized fields. We, at Surety Investment Services, also know that personal relationships are key to good communication and understanding. For this reason, we value greatly the rapport we have established with our clients over the years, and we are constantly striving to improve our contact and communication with them. Through dedication, integrity, and experience, we work to maintain a partnership with individuals wherein goals are defined, recommendations are established, and implementation is monitored.

  • New on Thumbtack
About

I offer financial services that are custom tailored to each clients' needs, from bill pay and financial management to tax preparation, so that getting one's taxes done at the end of the year is not an ordeal. I have 15 years experience with using Qb's and can organize and set up your business so that it is easy to manage. I like to get to know each of my clients and find out what their specific needs are. Please call me and let me know what your specific needs are.

  • New on Thumbtack
About

I educate families on their finances across the kitchen table.

  • New on Thumbtack
About

Our work never entails the needs of the producer, however the needs of each client as an individual. We see to it that each client is evaluated to the full extent of our knowledge and power without any shortcuts. Anything the clients needs he/she receives.

About

College Planning, Insurance, Estate Planning, Retirement Planning, Financial Planning.

  • New on Thumbtack
About

We do investment and insurance, such as FFIUL, long-term care, retirement plan, annuity, and so forth.

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