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Washington Financial Advisors

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 109 reviews
  • 3 years in business
  • 200 hires on Thumbtack
  • Top Pro on Thumbtack
Michal B.
Verified review

Jofi helped me sort out a lot of small details and create a financial plan that is feasible and smart. Thank you!

Top Pro
Fi-Tech Business Solutions
4.9
from 37 reviews
  • 28 years in business
  • 112 hires on Thumbtack
  • Top Pro on Thumbtack
Tasha E.
Verified review

Great working with Fi-Tech, she was prompt, supportive and very professional! Enjoyed not having to worry about anything this year.

JKooper Financial Services
5.0
from 9 reviews
  • 21 years in business
  • 11 hires on Thumbtack
Linn R.
Verified review

JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.

Ian Smith
5.0
from 6 reviews
    Brenda A.
    Verified review

    Ian Smith is great. He's responsive and goes to great lengths to to make sure my questions are answered. His feedback is honest and direct, and his insight on how to make better financial decisions is invaluable.

    Business Help, Inc.
    4.7
    from 6 reviews
    • 23 years in business
    • 5 hires on Thumbtack
    Giselle P.
    Verified review

    Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.

    • 5 years in business
    • 14 hires on Thumbtack
    Matthew M.
    Verified review

    be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!

    • 8 years in business
    • 3 hires on Thumbtack
    Adevia H.
    Verified review

    Choosing to work with Mr. Smith has been the smartest financial decision my husband and I have made. We appreciate the education, support, and respectful accountability offered. Mr. Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles. We have saved more money in the 3 months we've been working with him, than we have EVER before! Invest in yourself and your financial future, you have nothing to lose but so much to gain! Thank you Mr. Smith for being a man of wisdom and character and for your willingness to share your gifts. Adevia Hellen

    Accurate CPA Services
    5.0
    from 2 reviews
    • 7 years in business
    • 2 hires on Thumbtack
    Michelle C.
    Verified review

    Accurate CPA services has been doing my business accounting for the past 3 years. I am very happy with the work they do. I highly recommend this service.

    Sylvia N.
    Verified review

    We do much phone talking which is better than emailing all the time especially what has been going on this past year

    About

    My services include life and health insurance, retirement plans, college education plans, disability insurance, annuities, mortgage protection, and long-term care. I'm a certified senior financial advisor, tax consultant, and agency marketing director.

    About

    At Prime Tax & Financial Services, we believe that your trust is our success. We provide our client's quality services such as accounting, bookkeeping, financial statement preparation, and more!

    About

    We cater to your personal financial needs. Whether it is business, personal, nonprofit or home budgeting-we are here to get you on the right financial path.

    About

    I am a seasoned professional. I care about the needs of my clients and put their needs first.

    About

    We provide full-service tax preparation, consultation, IRS audit resolutions, 50 state tax filing, small business compliance, bookkeeping, small business payroll, credit restoration, budget analyst, and audit services.

    About

    I am dedicated, efficient and an accurate with figures. I am loyal to my customers.

    • 14 years in business
    About

    Dave Ramsey's SmartVestor Pro and independent financial planner and advisor- we stand only for objective advice and help in our community

    About

    We specialize in educating people about living benefits, equity indexing, maximizing income and minimizing taxes.

    About

    I have a Bachelor of Science in Accounting/Finance degree and am a registered tax preparer with IRS and an e-file provider. I have worked and have experiences with both commercial and government contractors for over 14 years. I'm specialized in accounting, audit, payroll, bookkeeping, individual and corporate tax preparation, setup of new business entity and more. Please inquire for more information. Thank you!

    About

    I provide tax service for individuals and businesses, for federal and all states. I provide financial coaching and planning on a fee basis, not commission. I specialize in federal employee tax and financial planning.

    About

    I offer tax, accounting, and financial statement preparation. I have worked in the accounting and finance profession for the last 5 years, with focus on individual and corporate taxation, developing and creating financial statements for companies, and helping them organize and file articles of incorporation.

    About

    I offer consulting in financial analysis, budget analysis, and research analysis. I am expert in Microsoft Suite and Access.

    Actual Requests

    See other requests for financial advisors in Washington

    Need a Financial Planner

    Manassas, VA

    • Service type
      General financial planning, Other (Entrepreneur)
    • Career Stage
      Entry-level/Junior, Mid-level
    • Details
      Would like to business opportunity where I can work from home and possibly put little effort but get a good return from it

    Need a Financial Services & Planning Agent for a Small Business

    Washington, DC

    • Service type
      General financial planning, Retirement, Life insurance
    • Career Stage
      Entry-level/Junior, Mid-level
    • Details
      I'm trying to set up systems for my small business. I need to set financial goals, help with setting a budget, organizing my expenses and seeing my savings rise. I'd also like to be sure I'm taxing my clients enough, saving a certain amount each month and cutting back where I can. I'm looking for a fun, cool person to work with. Not an overbearing, money hungry, stuffy, individual. I wont trust you if I don't like you, especially when it comes to my personal finances. I'm just being honest.

    Need a Financial Services Agent

    Herndon, VA

    • Service type
      General financial planning, Retirement, Trusts, Mutual funds
    • Career Stage
      Entry-level/Junior
    • Details
      I am a personal trainer, independent contractor obviously
    • $1000
      Average price
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