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Danbury Family Financial Services

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

Top Pro
Paul Bortnick, CPA, CFP
5.0
from 48 reviews
  • 69 hires on Thumbtack
  • Top Pro on Thumbtack
Thomas M.
Verified review

Paul is very personable and is willing to do more than just your taxes. He is interested in helping his clients with any and all financial questions and concerns they may have. Paul completed our taxes in an efficient manner . Working with him was a positive experience, and we will definitely keep him in mind for additional future financial needs as well. We fully recommend him.

ACE Advisory Management LLC
4.8
from 47 reviews
  • 28 years in business
  • 51 hires on Thumbtack
Emeka I.
Verified review

Atabu was meticulous, thorough, and highly informative during my filing process. Ace advisory management is the personification of professionalism, with an overall exhibition of transparency that provided me comfort when i was unsure or unclear about specific aspects of the tax filing process. I hope to extend my involvement with Ace advisory management to the various other services they provide in the near future.

Overcoming Obstacles
4.9
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
Danny C.
Verified review

Tom is my life coach for over 10 years now! He is always available or makes himself available when needed. He has helped me with finances, work, business and relationship advise. Tom has been a great motivator for when I needed that extra push. I recommend him to anyone.

  • 6 years in business
  • 33 hires on Thumbtack
Matthew L.
Verified review

Roland was very professional and did a great job cleaning our book and consolidating financial statements for us.

Taxes R Us
4.9
from 19 reviews
  • 28 years in business
  • 17 hires on Thumbtack
Suzanne T.
Verified review

I went to Cris for the first time last year. Our accountant we had for years stopped doing personal taxes. We went to three different people after that and before Cris - and each year it got worse. None of them would listen to me! We had a very 'unique' situation and I knew there had to be more availalbe to us to in the tax laws, but none of them took the time to understand our situation, they just plugged numbers into a computer program, charged me money, and sent off the taxes with us OWING thousands! I could have done that on Turbo-Tax myself. Someone suggested I try Cris. She sat down with us, took time to understand the nuances of our unique situation, and greatly reduced our tax burden!! We then began the process of planning for the future, and setting up the 501c3 we actually needed all this time! We now go to her for all our accounting needs, and she has become an important part of financial life.

Hung & Scanga, LLC
5.0
from 14 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Merari O.
Verified review

Annie helped me create a budget and gave me financial advice which helped me save hundreds dollars in interest. She also prepared my taxes resulting in a higher refund. Annie is very pleasant to work with. I highly recommend her!

Suozzi Accounting & Tax
4.9
from 7 reviews
  • 5 years in business
  • 13 hires on Thumbtack
Jared H.
Verified review

Mr Suozzi was courteous and knowledgeable in dealing with our family's tax preparation for 2014. In addition to multiple incomes and part-year state tax returns, we also had capital gains taxes and moving expense reimbursements, which we did not understand well. Mr Suozzi took the time to explain to us how these things work in the tax code and how he recommended we should deal with them. I asked Mr Suozzi to advise us how to resolve the issues in the most simple and clear way, rather than how to minimize our tax burden. He did this. His rates are reasonable.

Ryan McHale CPA
4.1
from 8 reviews
  • 7 years in business
  • 3 hires on Thumbtack
Brent H.
Verified review

Ryan made the entire tax filing process completely stress free. He helped maximize my return and expedite my refund. He is very organized, professional, and a pleasure to do business with. Looking forward to having him file next years return.

  • 12 years in business
  • 5 hires on Thumbtack
Laraine V.
Verified review

Anne Napolitano is truly a life saver for me! Her professionalism and knowledge of quickbooks helped me transition to online accounting for my business with extreme ease. My fear of change was relieved and now I feel that I have a better understanding of how my business is run and how to improve upon it. I highly recommend Anne and look forward to sharing my positive experience with anyone who needs a great accountant.

Accounting On The Go
4.5
from 6 reviews
  • 2 years in business
  • 6 hires on Thumbtack
Concetta K.
Verified review

Nichole is extremely knowledgeable and was always available to answer all of our questions in a timely manner. She is also flexible with her appointments. We were completely satisfied with her work. Will definitely recommend her to all of my friends and family!

The Towles Group Inc.
5.0
from 5 reviews
  • 16 years in business
  • 13 hires on Thumbtack
Keyon J.
Verified review

Awesome accountant, great fast reliable services. I wouldn't trust my business with anyone else, Ivan always count on The Towles Group!!!

Northwestern Mutual
5.0
from 3 reviews
  • 6 hires on Thumbtack
Nichole H.
Verified review

As an accountant I've had the opportunity to work with Adam, both professional and personally. The level of professionalism and customer service he offers to his clients is nothing short of excellent. He is a pleasure to speak with and possesses a wealth of information on financial planning. I highly recommend him to my clients and use his services personally.

Abreu CPA
5.0
from 2 reviews
  • 16 hires on Thumbtack
Scott H.
Verified review

Great job and very professional. They have an office in Norwalk, CT where you can meet and go over what you need done. The office was a little run down with difficult parking, but if you are paying for the quality of the accounting services than this will be quickly overlooked. They were always available to take my calls and very responsive to my questions. Got the work done in a timely manner.

Edwin Casanova CPA, P.C.
5.0
from 2 reviews
  • 2 years in business
  • 1 hire on Thumbtack
Allen L.
Verified review

Eddie is a dynamo when he is focused on a project! He is an accomplished Eagle Scout and finishes what he starts. He is a hard worker and pays attention to details. As a CPA tax preparer I promise he will find every possible benefit available on your tax return! Eddie is family oriented and loyal to everyone around him. Your account will be treated with the same respect and high regard! Try out his services today .....you won't regret your decision.

Oppenheimer & Co.
5.0
from 2 reviews
    Eric S.
    Verified review

    Thank you Marc. You have provided me the ability to retire and receive an income that I did not know was possible.

    • 3 years in business
    Nathan M.
    Verified review

    MSS fully and clearly explained my future financial options with friendly professionalism. I highly recommend the services!

    About

    I provide financial consulting and German language services. I am experienced in international business, banking, and support for businesses between US and CEE.

    About

    Truvium Financial Group has changed the conversation about money, moving from product-focused to process-driven. Experience the difference with holistic financial planning and wealth management. Proven one client at a time, Truvium Financial Group helps clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models, rigorously stress-tested before execution.

    About

    Financial services, financial planning .

    About

    I have extensive experience planning, developing and managing business within a challenging economic environment. My expertise is in fashion which is one of the most vulnerable business models as it relies on emotion rather than real need.

    • 8 years in business
    About

    We are a New Media Financial Services Company and our specialties are in Credit Repair, Business Loans, and Marketing Packages. In our experience, being able to help people in these key areas creates an overall improvement that helps society thrive as a whole. Good credit gives you major options, Loans help business to grow, expand, & hire, Marketing generates exposure so that the economy continues to run in a healthy manner. In summary we are a catalyst to fuel economic growth for all.

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