Jofi did a great job on our 2014 taxes. He kept to his 48 hour turnaround time. He also gave me advise on our retirement planning and starting a 529 Plan for our daughter. Jofi is also redoing my 2013 taxes so we can maximize our refund. I will use Jofi next year as well for my tax needs. I recommend Jofi to anyone looking fr tax preparation services.
Jack and Sandra
We needed our personal and business taxes completed. Serena of Fi-Tec Business Solutions is a wonderful fit for my family and our business. Serena is professional, prompt and the interview process was a snap. Serena is knowledgeable and a delight to work with. I look forward to a long and healthy relationship. Thanks Thumbtack!
Attorney Stein is very good ... if you need legal financial services we HIGHLY recommend Aryeh, he will get the job done !! He is very efficient and friendly ... if you have questions, he returns Emails promptly and He is extremely helpful. Again, if you need legal services of a financial nature (especially bankruptcy) ... Call or Email Aryeh Stein at Meridian Law, LLC !!
Manna Wealth Management provides excellent financial management and retirement planning services! David Kassir and Lola are great to work with and provide great customer service. David Kassir has years of experience that he leverages to advice and guide us on conducting our retirement planning in the most optimal manner. David is always available to answer questions and provide recommendations and walk-through different investment scenarios and options. I highly recommend Manna Wealth Management!
Carlos and Carl Sera did a complete review of my portfolio and put together a better option for my retirement goals. They did so quickly, walked me through all the steps of the transition, and explained their recommendations very clearly so I understood why the change made sense.
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.
Alton is extremely knowledgeable, honest and patient. My husband and I became parents and were in desperate need of financial guidance. Alton gave us a step by step plan that has given us confidence that we are on the right path towards building a solid financial future for our family. He is very professional and always available to answer your questions. I strongly recommend Alton.
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.
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!
I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA
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.
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.
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.