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Browse these financial planners with great ratings from Thumbtack customers in Redwood City.
Where else could you find a professional to help you file a tax return within just HOURS from the final deadline? David did it for us three years in a row! We have been dealing with Allied Tax Planners since 2005; they've saved us A LOT of money, because they are always up to date with the IRS new regulations & the most current state tax law's etc. We love them and plan to continue using them for many more years. If you run your own business, you really want to hire Allied Tax Planners, you will be thankful that you did.
Charlotte was extremely helpful and kind. She provided me with some great information not only on my taxes, but for future financial success as well. I recommend her tax services. She has a very welcoming and sure presence. Thanks!!
Michael, does not come off intimidating and self-important as some Financial Planners and Tax Specialists can. He is very down to earth and explains the "why" in his recommendations. I chose him from an office of 10 Financial Planners, because of his easy communication style, his fast responses to my emails, keeping you informed to the changing market place and really for his overall personality. I like to work with people, I would also enjoy socializing with and Michael is that kind of person. What would make Michael better? I can't think of anything right now.
I am very pleased with my financial planner. She has covered everything that I needed from planning a perfect budget to fit my lifestyle to investing in stocks as well as planning my retirement. With her friendliness and patience to help me learn the tools to my investing goals; I would not hesitate I'm recommending her to my family and friends!
Rostambek and Co. has helped me more than any other accounting firm I've ever used. They consistently provide excellent, detail oriented, and timely tax return service for me. Not only that, but they have helped me make better financial decisions with my small business. I feel secure with their high level of attention to detail and professional expertise. I feel that they care about me and my small business. I recommend them to my friends every chance I get!
Doug has been very professional and able to provide simplified explanations to financial strategies that someone who know nothing on finance (me) can understand!
It was refreshing to work with a tax preparer who offers more than tax prep services. Very knowledgeable in areas of retirement, etc.
Leslie is very caring , knowledgeable and compassionate. I received great insights from her and I appreciate her expertise.
I hired Edgar to help me better understand my startup equity while also helping me come up with a plan to pay off debt. An hour later and he's helped me save thousands of dollars in fees while also clearly setting me up to succeed in making the most out of the benefits I get from my job. I can't recommend him enough. He's clear, patient and a joy to chat to. Definitely hire him if you're looking for a financial coach!
At Boussole, we provide bookkeeping, tax preparation, consulting and fiduciary services (conservatorship and trust administration services). We specialize in helping individuals, small businesses, and non-profit organizations with their finances. We assist start-ups and established businesses and nonprofits with our bookkeeping and tax services. We also provide consulting on maintaining financial records and advise on how to meet the tax requirements. As a licensed fiduciary, we help the elderly and incapacitated manage their finances when they are unable to (i.e. payables, receivables and other financial items). We provide all the helpful information that you should know about your finances which helps you improve your financial position and avoid compliance pitfalls.
Over the past 20 years, I have developed expertise in all aspects of accounting and financial management. I specialize in streamlining existing operations and have a proven ability to manage multiple tasks efficiently while meeting tight deadlines. I'm qualified to develop and implement strategic plans to assist in company growth. My core strengths include the following: * Credit Analysis * Monthly Account Reconciliations * Accounts Payable (A/P) * Check Runs * Accounts Receivable (A/R) * Collections * Internal Controls * Training and Development
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals, families, business owners, trusts and estates. We believe that you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Serving San Ramon, CA, and the outlying areas, Michael Tomren is offering the following services, but not limited to: wealth management, financial planner, retirement planner, financial advisor and estate planner to help clients reach their financial goals.
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.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing our sound financial information.
I deliver where others can't and provide seamless service to the client. Seeing businesses benefit and prosper.
At Exertus Financial Partners, fulfilling life is what we strive to accomplish on a day-to-day basis. This means helping our advisors and clients to enjoy and improve lifestyle at its very best. It's about shifting the wealth equation, helping assets grow, managing risks, and achieving financial independency. As a world-class organization, Exertus Financial Partners offers very competitive broad spectrum of insurance and retirement products. We believe in offering a personalized approach and customized solutions tailored to each client's individual needs. We're here to help customers put the future ahead with the financial planning of our advisors. I enjoy knowing that the people we help will not be struggling financially into and through retirement age. We know how to protect families from financial struggles using the right tools. We are an organization that always does the right things for the people. Our values define the core characters of our company. Our commitment is to provide the best resources and strategies to drive our people in achieving or exceeding their goals to create a win-win situation for everyone.
Every decision we make and every action we take has one purpose, to be here when you need us. Our company builds relationships with clients beyond a financial/transactional basis. We act with integrity and humanity. We cover multiple topics ranging from investment advisory, tax qualified investment products, business-to-personal asset allocation, protection products, to full-on comprehensive financial planning. We are deeply committed to partnering with you on your journey to financial independence, and our entire team derives enormous satisfaction from the way in which our work enriches our clients’ lives.
Financial Advisor, Annuity Life Insurance Retirement Planning Investment Planning Serving Larkspur, CA and outlying areas, Chris Capezuto of Financial Concepts Unlimited, INC is offering the following services not limited to. retirement, estate and investment planning, college funding and risk management.
We provide fee-only personalized services to those who wish to bring order into their financial household. We conduct a face to face interview to help you assess your financial situation and hand-hold you to the next steps needed to find your dreams and pursue them. When you allow Sierra Pacific Advisors to work with you to simplify your life and alleviate the burden of your day-to-day wealth management, you are free to focus on your most important endeavors and pursue the joys of your life.
I customize people's financial systems so they have a joyful experience managing their finances! Really helping people with important parts of their lives, such as finances, community, and emotional support.