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San Fernando Financial Advisors

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

Top Pro
Accounting Services
5.0
from 60 reviews
  • 9 years in business
  • 90 hires on Thumbtack
  • Top Pro on Thumbtack
Madelle L.
Verified review

Burhan has handled my yearly tax files for the last 7 years. Each year he has always given me expert advice and confidence that I am getting the best service. He has also supported me with making financial business decisions. Burhan is committed to providing professional advice and customer satisfaction. I would recommend Burhan to anyone needing of business or personal financial management expertise.

Carlsen Financial
4.9
from 17 reviews
  • 20 years in business
  • 43 hires on Thumbtack
Brian B.
Verified review

Rachel and her staff were incredibly knowledgeable and proficient at assessing our tax problems, strategically developing a resolution plan and executing a very complex plan of action with efficiency and accuracy. We had searched high and low for many months to find the right CPA to manage our tax and accounting needs. After our initial sit down meeting with her and the team, we instantly found their pleasant and personable demeanor along with a wealth of experience to be the best fit for us. Not only are they incredible tax strategists, but highly knowledgeable on new technologies, software, insurance, investments and a myriad of other financial management processes. We have found their fees to be competitive and their follow thru to be impeccable. We highly recommend Carlsen Financial for any small to mid sized company seeking exceptional tax and financial accounting services.

  • 33 years in business
  • 45 hires 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.

White Tax Services, LLC
5.0
from 12 reviews
  • 27 years in business
  • 12 hires on Thumbtack
Kimmion W.
Verified review

My Husband and I used White Tax Services to file our 2012 tax return. They were very professional and knowledgeable when addressing any questions we would have. There customer service was efficient and prompt filing our tax returns with in a few days of us submitting our paper work. They helped keep our minds at ease; avoiding the typical stress during tax season. I strongly recommend White Tax Services for your financial needs.

  • 6 years in business
  • 21 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!

  • 9 years in business
  • 3 hires on Thumbtack
Robin S.
Verified review

Cameron is one of the best financial advisors in the business and for the last ten years, I have fully trusted him with all of my finances. Cameron has handled multiple 401K rollovers, my severance package when I was laid off, and when my mother died saved me tens of thousands of dollars regarding my inheritance and in legalities. He has given invaluable guidance and has set me up with a plan to get the highest return while minimizing risk. He is available anytime I'd like to discuss my earnings and when we meet comes prepared with a forecast of my accumulated profits for the next 30 + years. Cameron keeps an eye out for any opportunities that are suitable for me and provides spot-on recommendations. I've referred him to business colleagues, friends and family and everyone is just as satisfied as I am.

Emil Estafanous, CPA
4.6
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.

  • 9 years in business
Joe M.
Verified review

Glen and Daniel have been great from the get go. They make you feel like you are their most important client with the time they take to prepare information for you and for the time they take to present and explain everything. Am very happy with them and their services.

  • 15 years in business
Pete H.
Verified review

I work with high net worth individuals and businesses in the West Los Angeles area. One of my closest clients has been in need of accounting and bookkeeping services due to the rate the business was growing. There was a lot to repair to say the least... Emad took it head on and cleaned up years worth of financial mess within months! So glad to have you as a resource!!

  • 7 years in business
Maria M.
Verified review

Executive Business Enterprise provides excellent business management services. I’ve worked with Loretta McDonald for many years on joint consulting projects and find her to be extremely knowledgeable. As a back-office provider, she carefully monitors budgets ensuring that reports are submitted on time. Most importantly, Ms. McDonald creates systems that make entrepreneurs more efficient in helping them to maintain fiscal stability. She communicates effectively with administrators. Not only is she very professional but she provides a personal touch. Helpful, she goes above and beyond the call of duty and is a pleasure to work with. I am very impressed with her professional services and would highly recommend her.

Gregory Cheng, CPA
5.0
from 4 reviews
  • 1 hire on Thumbtack
Laura T.
Verified review

Greg was super helpful in guiding me through the steps from a working at a startup to now a small business owner. He not only helped me make careful but smart career decisions, he also helped me package myself and my idea in front of the investors. I needed much help with business modeling, financial modeling, and pitch deck compilation, and Greg taught me all in the most efficient way possible. I would not have been able to raise the funds I needed and be where I am without Greg today.

  • 4 years in business
  • 1 hire on Thumbtack
Cat C.
Verified review

I have no idea what I would do without Phillip, I went into my business blind and he guided the way from helping me edit my name to website to structure to financial. As an advisor turned friend he is so passionate, hard working and motivating and my business and I have been so lucky to work with him and hope so to do

Free Financial
5.0
from 3 reviews
  • 6 years in business
  • 5 hires on Thumbtack
Lyndi M.
Verified review

Christopher is very professional and hard-working, and his office is easy to find and well represented. He genuinely wants to help and educate people about their financial situations, no matter what they are. A pleasure to do business with :)

Sean Smith
4.7
from 3 reviews
  • 2 hires on Thumbtack
Josue C.
Verified review

Sean knows what he is doing when it comes to financial planning. He has helped many people in my family with all aspects of finannced. Definitely Recommend working with him!

Associes Corp
5.0
from 2 reviews
  • 17 years in business
  • 4 hires on Thumbtack
Didier C.
Verified review

Alain Demeestere is looking for the timely due process of all corporate state and federal filings and financial reporting while ensuring compliance with GAAP. Since 2007, Alain has been a great ongoing business support for my companies, and still is; that says it all, doesn’t it?

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.

  • 12 years in business
  • 1 hire on Thumbtack
Kevin P.
Verified review

nice working with mary

Serenity Tax & Financial
4.0
from 2 reviews
  • 7 years in business
  • 2 hires on Thumbtack
Vic C.
Verified review

Jeff prepared my S Corp as well as my personal tax returns.I would recommend Jeff. His fee is very reasonable and very professional.

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!

BookSmart Financial, Inc.
5.0
from 1 review
  • 7 years in business
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.

Woods Financial Services
2.0
from 1 review
  • 13 years in business
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.

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