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Browse these retirement planning services with great ratings from Thumbtack customers in Woodland.
Lea Ann has done supervisory and accounting work for our businesses for several years. She has overseen our bookkeeping staff, taught them Quick Books, reviewed their work product and made sure everything was done correctly. Lea Ann came in on a regular basis each month for as many hours we needed her and made her self available on extra days whenever we needed her. She works quickly and efficiently as well as being pleasant to have in the office. We were always happy with the quality and thoroughness of her work. She made sure all our records were prepared to go to the accountant at tax time and interfaced with the accountant which saved us a lot of money in accounting fees. Lea Ann worked well with our staff and ourselves and was a valued member of our businesses until we sold two years ago. Lea Ann still helps me on an informal basis, although I am retired, with Quick Books which I use to manage my real estate holdings. She makes herself available over the phone or in person as needed. I rely on her and she never disappoints.
I have invested with MKB, Matt, for more than 6 years. He has provided protection for my money while most investors have lost some of theirs. He is trustworthy and reliable; never too busy to answer your calls and emails. His knowledge about investing is fantastic. I highly reccommend MKB to everyone!
Trent wrote an effective and well researched business plan for our project and I enthusiastically recommend his work. He is an effective communicator who is always responsive and thorough.
Tyler helped us pay off all of our debt! It seemed like we didnt have enough left at the end of each month. Now we have an emergency fund and a tax free retirement plan. Our returns are averaging about 12%. A true blessing to our family.
Stephen was very knowledgeable and friendly. We learned a few things we didnt know and he helped us with our financial plan for the future. Highly recommended!
Amanda came over to look over my retirement plans and wanted to see if it could improve. What I like most about the my time with Amanda is that she is very detailed. I thought I was going to get a strategy to move forward with my retirement, but come to find out through the education I got. Amanda helped me find money that I didn't realize I had to contribute more and reach my goals faster so that I can retire earlier. Big thank you Amanda, appreciate all that she's helped me with. I still stay in constant communication with her because she is very knowledgable as far as tax sheltering, financial aid and college planning process, medicare supplement, disability. I only wish I knew her when I was 18 years, had more time to plan earlier.
We specialize in the following: - Payroll - AR - AP - Tax Preparation - Financial Planning - Training - General Ledger - Reconciliation - Audit
We prepare taxes for clients! We provide financial advice! Save for retirement! Answer phones! Make appointments! File!
I am a financial professional providing services and products assisting individuals with their financial planning needs.
Your Personal CPA offers virtual financial services to individuals, families and small businesses to help you stay on track. Taxation services include: * individual and self-employed tax preparation * small business tax preparation * estate tax preparation * estate planning * retirement planning * financial planning * bookkeeping * payroll services * Quick books * financial statements Financial services for the small business include: * tax preporation * bookkeeping * payroll services * banking * financial statement preparation * tax planning, preparation, and compliance * financial planning * budgeting * auditing * IRS representation Everything in between: * investment services * budgeting * family financial planning * wills * power of attorney * notary services * document creation * printing services * answering service * appointment reminder service * typing services * limited desktop publishing services and my personal favorite work to conduct: ***web design ***web development ***graphic design ***illustration ***Logo Design ***Presentation Design ***Print Design *Technical Design *Web Content Writing ****social media marketing *Digital Marketing ***Direct Mail Marketing *Email Management ***Email Marketing *Marketing *Presentation Services *Search Engine Marketing *Search Engine Optimization If you are looking for fast, friendly, accurate and professional financial services, Your Personal CPA fits the bill. At Your Personal CPA, your business is our business. Why not give yourself the break you deserve and let Your Personal CPA take care of it for you? It just makes sense to use Your Personal CPA. We look forward to talking to you soon.
I am a CPA with a Masters Degree in Finance, and I have been providing comprehensive accounting and tax preparation services for individuals, small and large companies, and nonprofit organizations in Northern California for over 20 years. Our firm delivers outstanding service to our clients because of our dedication to the three underlying principles of 1) professionalism, 2) responsiveness, and 3) quality. My primary goal as your trusted business advisor is to provide insightful advice to enable you to make informed financial decisions. More information with detailed guides may be found on my website below. My services include: Tax Planning strategies for individuals and business owners Income Tax Preparation for Individuals / Businesses, Free E-Filing Affordable payroll services designed to save you money IRS Representation to Minimize Taxes and Negotiate Settlement Raising capital: How to get money for a small business Small-Medium Business Accounting Services, QuickBooks Setup Monthly / Quarterly Financial Statements, Sales Tax Returns Business Startups, Incorporations Audits, Reviews, and Compilations Financial and retirement planning Investment Advisory services Forensic Accounting, Internal Controls, Litigation Support Evening and Saturday appointments are available.
I am a CPA based in Sacramento who is providing tax advice, tax preparation, accounting (analysis and F/S preparation), and financial planning services. If you need an accounting/tax professional who is knowledgeable and who will work for your interest, I am that professional. My rates are competitive.
Estate planning is an ongoing process and should be started as soon as one has any measurable asset base. As life progresses and goals shift, the estate plan should move to be in line with new goals. Lack of adequate estate planning can cause undue financial burdens to loved ones (estate taxes can run higher than 40%); so at the very least, a will should be set up even if the taxable estate is not large.
Waddell Reed is 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 financial decisions by utilizing our financial planning process.
I am a local expert that specializes in helping people with their insurance/financial svc needs. I believe that it is essential to put the client's needs first and find the right solution for everyone's particular situation. Because I feel it is important to stay current with the latest techniques to help my clients, I participate in regular forums about proven, state-of-the-art methods to bring clients the best results. Being active in the community has given me a unique understanding of what works and what doesn't, for people here in Sacramento,California. My clients can get instant updates on tax savings ideas anyone can use You will know things before even your financial advisor does! Be able to protect yourself and your family from bankers and advisors that hope you are uninformed Youll be the one person in your group of friends and neighbors that really knows whats going on
Seran Investment Strategies is an innovative and experienced full-service financial service firm dedicated to helping people, such as you, plan their lives and then plan their finances.
Bevan Bevan and Associates has a strong reputation as a leader in providing innovative solutions to individual's financial planning needs. Our reputation was achieved through our commitment to excellence at every point of contact. It begins with a dedication to you, to listen, to advise and to build a relationship. It is an ongoing process.
We are an independent financial planning and asset management firm. This allows us to be completely objective in helping our clients meet their financial goals, which is not always the case with many of the larger financial institutions. We provide timely and attentive client services as well as a secure client site to view your planning and accounts in real time.
Financial Planning, Retirement Planning, Annuities At Impact Financial Advisors, we believe that you are more important than your money. Your money is merely a tool that can be used to