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Browse these financial services with great ratings from Thumbtack customers in Watsonville.
We hired Daniel more than 2 years ago to straighten our QuickBooks program. Daniel completely remapped QuickBooks and got our financials straightened out. We have retained Daniel to assist us in all aspects of our accounting, including preparing our taxes. Since he is a QuickBooks expert, we have been able to drop the QuickBooks support plan, saving us a substantial amount of money. Whenever we have a question or a problem, Daniel always promptly gets us back on track. Whenever we are considering a new program that interfaces with QuickBooks, we always ask Daniel to review the program before we implement it. We are very happy with Daniel, and hope to have a long professional relationship with him.
Leslie is very caring , knowledgeable and compassionate. I received great insights from her and I appreciate her expertise.
Very intelligence & personalized advice.
I am a personal injury attorney with 31 years of experience representing people who have been injured or the families of those who have been killed. In many of my cases, we need someone with financial expertise to analyze documents and prepare reports explaining the results. Often this involves establishing the income level of someone, perhaps self-employed, going back several years. Mr. Soberanes has done this for us several times in the last year. His work is professional, punctual and thorough. He also recently worked on a case where he went through a defendant's financial docments to locate assets from which our client could be paid his judgement. We are very pleased with Mr. Soberanes' work and we will continue to use him and to recommend him to others without reservation.
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.
I help people make the right choices to lead them to financial independence. This is accomplished by using proven strategies and financial products to prevent taxation, outpace inflation, eliminate debt, and build wealth. What makes me different from the competition is I really am a one-stop shop, so I have added incentive to put the needs of the client first. I do not have to worry about not having a product the client needs so I can be objective. I have had my insurance and securities licenses for about 7 years. I am also a licensed property and casualty agent, so commercial and business planning are in my tool belt as well. I have a dedicated team to give you all the tools you need to be successful. If I don't have the answer, one of my colleagues does. I also have access to real estate investors. We are the total package.
I specialize in nutritionally sensitive allergies, such as vegan, vegetarian, gluten free, no nuts, etc per your request, and accommodate different needs within a group.
We strive hard to bring our community more value than being just another accounting services. What we do best is to help our customers, clients, our friends, our supporters, business owners especially – sleep more peacefully at night knowing that they have solid, reliable accounting needs in place.
I am a certified financial planner (CFP). I have been specializing in providing investment selection and management services to individuals since 1983. I assist with the selection and management of securities, insurance and annuities investments for personal qualified plans, such as IRA, SEP, 401k, 403b (TSA) and 457c (deferred compensation program) as well as for taxable personal wealth accumulation portfolios.
We are a business that provides contract finance functions to corporations. Our service includes part-time and longer assignments in planning and compliance, with an emphasis on accelerating solutions to problems.
We are serving San Jose, CA and the outlying areas. Perry Clifton of Perry Clifton Financial & Insurance Services is offering the following services, not limited to: investments, retirement planning, life insurance, financial advisor and financial planner.
We provide comprehensive, personal service with the goal of assisting our clients with tax consulting, investment planning and personal financial guidance.We take a hands-on approach to assist you.
I have over 25 years experience as a CPA and our firm has been providing services to the Bay Area for greater than 15 years. Coast Financials Services, Inc. wants to provide you with the tools to succeed! Through services in Tax, Accounting, and Payroll we can help you feel empowered. We provide qualified accounting professionals who ensure that your financial records are maintained correctly. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions - and so much more!
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).
I help people solve their financial issues, such as budgeting, retirement, college, and investment planning to reach their financial goals. Checkout my website! I am your friendly and professional financial advisor.
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.
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 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."
A boutique CPA firm caters to closely held businesses and individuals. The firm has offers in compromise, tax research and compliance.
We are dedicated to helping families reach financial independence by creating a blueprint for their financial life. We figure out their goals in life and where they want to be, so we can create a plan to head them towards the direction they want to be. We develop tax-saving strategies and programs to help families save money!