Denver, CO
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Denver Family Financial Services

Browse these family financial services with great ratings from Thumbtack customers in Denver.

Top Pro
Neill P. Flate, CPA
4.9
from 84 reviews
  • 34 years in business
  • 156 hires on Thumbtack
  • Top pro on Thumbtack
Michael S.
Verified review

I have had financial dealings with Neill for the last couple of years and find him to be efficient, dependable, honest and informed.

Top Pro
  • 12 years in business
  • 139 hires on Thumbtack
  • Top pro on Thumbtack
Sarah S.
Verified review

Melissa with Rocky Mountain Accounting and Tax Services is awesome. She's friendly and provides exemplary customer service, responds to my inquiries almost immediately, and is extremely knowledgable. I am a HUGE fan.

LP Consulting, LLC.
4.8
from 39 reviews
  • 17 years in business
  • 84 hires on Thumbtack
Dawn K.
Verified review

Great service and very professional! Leiton was also accommodating to his clientele. I will return to his services next tax season!

Timothy A Jones, CPA/PFS
4.6
from 7 reviews
  • 9 hires on Thumbtack
Chuck M.
Verified review

I found Tim through Thumbtack and we engaged him for personal tax service. We are thrilled with the service we received. Tim is a consummate professional. Speedy, detailed, tech-savvy, and a great communicator. 5 stars! I would definitely recommend Tim!

Ruthy Perez
5.0
from 4 reviews
  • 12 years in business
  • 5 hires on Thumbtack
Thumbtack Customer
Verified review

Very Helpful in any questions I had to ask and had great patience. I would reccomend hiring her for any financial assistance you may have trouble with.

  • 4 years in business
  • New on Thumbtack
Kaitlyn N.
Verified review

Kelcy has been extremely great to work with. I did not know a lot about investments, retirement plans, or life insurance and Kelcy really helped teach me. She also helped me figure out what I need to plan for my future and on top of that she helped me figure out what I could afford and how to maximize my plans and contributions to fit my budget. I would highly recommend her to anybody looking for financial assistance!!

Colorado Wealth Group
5.0
from 9 reviews
  • 3 years in business
  • 4 hires on Thumbtack
Kelli S.
Verified review

I worked with Steven to help my mom, who is retired, get set up for financial success in selling her current home and purchasing a new one. Along with this big purchase, we wanted to do a "health check" on her current financial situation. In just one hour, Steven collected the information he needed, gave us a price range to look for that new home, and a general financial plan for what to do with the liquidity she acquired from selling her current home. My mom has never been to a financial advisor in her life but Steven's professionalism and thorough breakdown of his financial recommendations set her at ease. Steven even referred us to a realtor and mortgage broker he's worked with previously. He's gone above and beyond for us and I look forward to working with him in the future.

  • 13 years in business
  • New on Thumbtack
Scott B.
Verified review

Ben Mueller is a fantastic addition to my business. I would recommend him highly. his impact on my company books, has been instrumental in me running and controlling my business. His follow through and overall consistent performance are top notch! Anyone who needs a great accountant should contact Ben he is worth every penny and then some.

Trilogy Financial
5.0
from 1 review
  • 19 years in business
  • 5 hires on Thumbtack
Ashley B.
Verified review

Steve answered questions promptly and was very professional!

Garden Financial, LLC
5.0
from 1 review
  • 5 years in business
  • 1 hire on Thumbtack
Brooke S.
Verified review

Joshua was great! This was our first time getting our taxes done by someone and we're so happy we did. He got us money back which we weren't expecting, so that was awesome.

Boulder Books LLC
1.0
from 1 review
  • New on Thumbtack
About

Our services include: - Monthly reconciling of bank accounts, credit cards, and lines of credit - Managing accounts payable - Tracking accounts receivable and deposits - Online sales tracking and downloading to Quickbooks - Payroll - Managing cash flow - Colorado sales tax filing and licensing - Financial reporting - profit and loss, balance sheets, etc. - Year-end bookkeeping and financials for taxes Have a new company? We can apply for a federal tax ID number, LLC in the state of Colorado, payroll and sales tax licenses, plus a set-up of your Quickbooks file. We primarily use and recommend Quickbooks for Macs or PCs, but also work with Quicken & MYOB. Business Assistance - Organizing and filing - whether your filing system needs an update or a complete overhaul, we can help. - Running errands - bank, post office, etc. What do you need? We provide services tailored to your life and business. If we can't do it, we can recommend the best through our vast network of personal and business contacts. We offer a free introductory consultation, allowing us to get to know each other while building a familiarity with work style and procedures.

  • New on Thumbtack
About

I offer project management, professional services, financial services, auditing, and accounts payable, and I am also a tennis instructor.

About

Located in Lone Tree, CO,. Moszer Insurance & Financial Services, Inc. is a full-service insurance agency in Lone Tree, Colorado. We offer auto insurance, homeowners insurance and much more.

  • New on Thumbtack
About

We are a company much like Merrill Lynch or Schwab, but instead of only working with the wealthy, we primarily work with Middle America. We take an educational approach toward money and never talk over anyone's head. We specialize it creating a safe retirement plan that never puts our clients money at risk and at the same time provides upside potential of the market.

  • New on Thumbtack
About

Knowledgeable about GAAP, SOX, ERP Systems. Financial data timely so it is relevant. Willing to go the extra mile for Clients. Available 24/7 to accommodate what the client needs.

  • New on Thumbtack
About

We offer the following services: * Personal finance planning - comprehensive "cradle to grave" plans * Debt and budget coaching * Tax preparation * IRS representation * Offers in compromise * Notary public

About

Estate planning involves more than just tax planning. Estate creation, income replacement, and the orderly transfer of property from one generation to the next, continue to be the primary objectives of most estate plans. Estate planning provides for the care of minor children, disabled children and elderly parents. It is also important to be certain there are enough life insurance proceeds, liquid assets, and other sources of income to maintain the family’s current living standard.

  • New on Thumbtack
About

I provide guidance in completing the financial aid process, from start to finish. I will educate students, as well as parents on the ins and outs of financial aid so will you have an understanding of how financial aid works and why. I can assist in completing all documentations, as well as helping you overcome the hurdles of verification, SAP (Satisfactory Academic Progress), tax issues, professional judgments (PJ), citizenship issues, and explain your financial aid package. I have 5 years' experience in the financial aid industry and can guarantee, once we are done, that you will be well versed about the process.

  • New on Thumbtack
About

I provide financial advice services. I work for the 3rd largest financial advising company in the United States. I never charge a broker fee (there's no catch—I will absolutely never charge you). I'm happy to review your finances and give you advise. Feel free to call with any questions or to set up an appointment. P.S. Below it says I accept Cash. This site makes you pick at least one form of payment, but I absolutely never charge my clients.

  • 1 hire on Thumbtack
About

I am here to help with you Accounting needs. I am a Quickbooks user but also have experience with many ERP systems. Expert in reconciliations and data processing.

About

We are a Registered Investment Advisor firm committed to helping people pursue their financial goals. We are a fee-only firm. We do not accept commissions from the sale of financial products. Our services to individuals and business owners are charged either by the hour or on an advisory fee basis. 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.

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