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Browse these financial services with great ratings from Thumbtack customers in Thornton.
I was desperate to not only find a tax preparer but a tax preparer that could help me figure out my disorganized records and that I could afford! Then the day we were to meet, I was stuck in another town and arrived to our meeting 30 minutes late. Sandra was very accommodating both with my lateness and my disorganization. Though I was embarrassed, she never made me feel wrong-footed and she was very patient in explaining everything to me. Sandra had quoted an original price based on the services I thought I needed (the basic tax form), but it turned out I needed to submit additional paperwork due to a burgeoning business. Not only did Sandra do the additional paperwork, but she only charged me the original price that she had quoted me! She also gave me some great advice on where to find health insurance and on other confusing (to me) financial- and business-related topics. I had a terrific experience with CCTS and (assuming I can afford to pay a tax preparer next year) will definitely be returning! Thank you Sandra!!! It was great to get that tax return! ~Kathleen
Neill was great to work with. He was professional, accommodating and incredibly responsive. I will definitely use his services in the future.
To begin, I must say Steven is a genuinely great person with whom my wife Barbara and I thoroughly enjoy meeting for discussions regarding our financial goals. We have found that Steve is a true professional, he has acquired the relevant expertise, education and experience to represent anyone in either calm or turbulent financial markets. Steve has the "vision" required to provide his clients with the relevant service custom tailored to meet their unique individual needs. Barbara, my wife and I highly recommend Steve, he is a rare find in a highly competitive business environment. We maintain absolute trust in his advice. Les and Barbara Trujillo Brighton, Colorado
Gilman & Co. CPAs has provided me exceptional tax services for the last 7 years and I think they're great! I highly recommend Gilman & Co CPAs.
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!!
Scott is the best of the best. I have worked with him for over 10 years. He currently assists our firm with QuickBooks challenges, reviews reconciliations, prepares financial statements, interacts with outside CPA's/auditors and provides support for us after our Compliance officer moved. He has banking, trust and brokerage experience which gives him an excellent knowledge base as well as being personable and dependable.
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.
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.
I offer project management, professional services, financial services, auditing, and accounts payable, and I am also a tennis instructor.
I will manage your finances, take care of your bills, run errands for you, make treats for events, and do light housekeeping. I want to help make your life easier!
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 catchI 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.
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 familys current living standard.
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
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.
Maria really knows her stuff, I could not believe the difference! Everyone who has seen our staged home wants to know who did it. Great service and the best price around!