SBW Financial
Introduction: CPA/MBA with individual/business tax, business consulting, and financial modeling experience. My passion is helping people achieve their financial goals and I cannot wait to assist in accomplishing yours.
Overview
Hired 8 times
Background checked
2 employees
9 years in business
Payment methods
This pro accepts payments via Cash, PayPal, and Venmo.
Social media
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2020
Featured Projects
1 photo
Reviews
Customers rated this pro highly for responsiveness, work quality, and professionalism.
Exceptional 5.0
9 reviews
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Thumbtack Customer
Jan 29, 2019
·
From Google
From Google
I highly recommend SBW Financial! Sean is a great resource throughout the year. I never hesitate to ask him questions and he is always extremely responsive and takes an interest in my financial well being. Sean is always up to date with the constantly changing tax laws and continues to provide personalized advice on how to be in the best standing possible.
Thumbtack Customer
Jan 29, 2019
·
From Google
From Google
SBW makes taxes EASY. The whole process is seamless and smooth. Sean is always providing tips on how to get your maximum refund (much appreciated). I recommend SBW to anyone who complains about the burden and confusion of taxes, I never have to worry about my taxes again!
Richard M.
Jan 31, 2019
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Hired on Thumbtack
Hired on Thumbtack
Sean was great, he laid out a step by step process of everything I needed to get him and what was going to be done. I highly recommend SBW Financial.
Accounting
Denise B.
May 4, 2019
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Hired on Thumbtack
Hired on Thumbtack
Sean is very knowledgeable and easy to work with. He came to my office to meet me, and has my accounting system all set up already.
Accounting
George L.
Jun 15, 2019
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Hired on Thumbtack
Hired on Thumbtack
My tax questions about how some new laws may impact me were quickly addressed, including the impact of those findings to my estimated taxes. I was very happy with the service provided and would recommend to anyone.
Individual Tax Preparation
Credentials
Background Check
Sean Willoughby