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Browse these easy financial services with great ratings from Thumbtack customers in Seminole.
I needed help filing for taxes and I had a bit of a complicated tax situation as I live and work abroad and after posting the job, Shane responded and quickly began working on my tax refund and literally completed everything in about 24 hours! I couldn't be happier with the attention and service and it was easy working for him even from an entire ocean away! This is definitely not the last time I'll be going to him for my accounting needs, highly recommended!
Everything was exactly what I needed and more. Kristina is professional, competent and knowledgeable. I will be recommending Fundamental Accounting to anyone who needs HR, payroll or financial help. Thank you.
Its has been great working with Rhoda and Suzi .Its like having another family. They are always willing to to go the extra mile for you. Even helping look for other unrelated needs and calling to check how things are.Always keeping me up to date on financial issues or finding answers to unexpected questions i have.Rhoda makes herself available for any questions all the time.I feel very comfortable with all the tax and financial planning i have received.Glad a very good friend introduced me to Rockwall many years ago.I hope i can find others who need excellant tax and financial planning to recommend to Rockwall.Thank you again
I'm a distributors, Mrs Johnson is very professional. Quick books is very easy for her. Very helpful, Great
I have been doing my taxes at Oracle financial services for 3 years now and I have always been satisfied with their services. Their staff is very professional especially Sisse. She has always been nice and very helpful whenever I had questions. I highly recommend her .
At the time of my first experience with Jay, I had already spend a significant amount of money on tax returns and yet still in conflict with the IRS. I contacted Jay. He took the time to resolve 3-4 years of tax returns, which included a tour in Afghanistan. This year was the first year in quite some time my taxes were completed on time. I would not be in this position today if Jay did not come to my rescue. Also, Jay is professional; knowledgeable, patient and cordial. I personally would recommend his tax services to anyone. Thank you, Jay!
Shannon took the time to meet with me earlier than normal business hours to fit my schedule and she spent a lot of time talking me through the process of beginning my small business and helping me get started with this very exciting adventure.
First a little background: My wife and I had been working with an advisor for about 5 years before we were referred to Jorge by our neighbors. They had moved to the area two years prior and while casually talking money during a Sunday cookout, they went off about how much they liked their advisor. I think they said that they had worked with Jorge for 10 years in Florida and that since moving to San Francisco, he had flown to see them 3 times in the past two years. My first thought was that my advisor lived in the same city as I and I had only seen him twice in the previous 5 years. Then, Sarah (my wife) asked them how much money he was charging them to fly all the way from FL, and they said that he didn't charge them any more money because he wanted to make sure that they received the same level of service they enjoyed while they lived in Florida. The only thing Jorge asked was to not "be kept a secret". Well, they surely didn't keep him a secret and after we met with him in person while visiting our neighbors, we got to see first-hand why they like him so much. After working with Jorge for the past two years and can say that he is an extremely thorough Financial Planner (his service is so much more comprehensive than our previous advisor's)... oh, Sarah just told me to say that he "has a way of explaining things in a way that we can understand"
Great communication and easy to work with!
Jerry saves me $$$ every year
Paul was very professional as well as very knowledgeable about the service I was interested in. I would highly recommend him to get the job done right 👍
I am a Financial Adviser with 21st Century Financial. My goal is to build long-lasting relationships with clients by assisting them in creating financial strategies that put them in a better financial situation. I help clients come up with financial solutions that are ideal for their situation. Whether it is personal, family and/or business needs I am there to advise clients. In order to succeed financially, there is not one vehicle that is a solution to all of your wants and needs. It is more of a process. The process we use is called LEAP. Using LEAP, you will be able to understand how your income, assets, liabilities and insurances may be optimally positioned, coordinated and integrated. This process also helps to: • Increase control of your finances • Build additional wealth over time • Help assets provide greater income • Reduce taxes during all stages of your life • Reduce risk of running out of money in retirement Outside of the office, I am involved in the Emerging Leaders of Tampa Bay, the Greater Tampa Chamber of Commerce and Partners in Network. Thank you once again for viewing my profile!
At RockWall Advisors, we believe that a plan is a powerful tool. Reaching your long-term financial objectives may hinge on having the right plan, one that fits your unique circumstances and grows with you.
I offer comprehensive financial planning for individuals and businesses. Services include Wealth Management, Financial Planning, Asset Protection Strategies and Business Consulting Services. With a client first approach, I tailor services based on the individual needs of our client. Some clients are complex utilizing many areas of expertise while many do not. My process involves in depth discovery with questions and answers to determine the most important needs to be met. Every client is unique!
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal maybe is to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
I take a global look at my clients financial situation. I work on a cross disciplinary basis not just from a legal, accounting, insurance or investment perspective, but across the board. This process allows me to identify coordination gaps and missed financial planning opportunities.
Because it is done with "precision", accuracy and thoughtfulness. My main goal is customer satisfaction, and my focus is to provide a product or service to meet the customer's needs, so that he is a returning customer and refers me to other clients.
Estate and Legacy Planning, IRA, Retirement Planning, Financial Planning, Legacy Planning
Safe, tax free, portable lifetime income accounts that can provide retirement income and protection today as well.
We provide financial consultation services to individuals and businesses. Receive free financial plan to assist with planning to reach financial peace of mind. Our clients don't pay for services; we are paid by the financial companies we do business with.
We have over twenty years experience in finance and accounting. As a family form we are proud of the personal service we offer our clients. Word-of -mouth referral is a huge part of our client-base so we know that we are keeping our customers happy.