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Seminole Easy Financial Services

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

Fundamental Accounting
4.6
from 22 reviews
  • 3 years in business
  • 62 hires on Thumbtack
Theresa S.
Verified review

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.

RockWall Advisors, Inc.
4.8
from 18 reviews
  • 29 years in business
  • 10 hires on Thumbtack
Karen E.
Verified review

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

Alla Johnson, CPA, LLC
4.9
from 11 reviews
  • 4 years in business
  • 18 hires on Thumbtack
Gregory D.
Verified review

I'm a distributors, Mrs Johnson is very professional. Quick books is very easy for her. Very helpful, Great

  • 8 years in business
  • 29 hires on Thumbtack
Dionne C.
Verified review

Thank you Janice!! Not only did you give me an awesome resume you did an excellent job with helping me out my experience on paper. I really appreciate your patience with me and getting the resume complete in a timely manner. I would recommend your services to future professionals. Dionne

  • 4 years in business
  • 5 hires on Thumbtack
Marielle N.
Verified review

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 .

Turmoil Tax
5.0
from 5 reviews
  • 3 years in business
Angel N.
Verified review

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!

  • 17 years in business
  • 8 hires on Thumbtack
Shannon B.
Verified review

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.

John E. Calhoon, CPA, LLC
5.0
from 4 reviews
  • 28 years in business
  • 9 hires on Thumbtack
Angeli B.
Verified review

In a prior corporation in which John was the CF,O, he was the person I looked to to keep the department compliant financially, since we were in an IPO and we needed to follow SEC regulations in our record keeping. John was always professional and ethical in matters concerning the financial dealings the corporation. Angeli Benjamin Minister of Compliance/Legal Counsel The Pastoral Medical Association

Success Wealth Management
5.0
from 4 reviews
  • 16 years in business
  • 3 hires on Thumbtack
George W.
Verified review

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"

William Carey
5.0
from 2 reviews
  • 2 years in business
  • 1 hire on Thumbtack
Kimberly C.
Verified review

Great communication and easy to work with!

ASB Financial
5.0
from 1 review
    Christina O.
    Verified review

    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 👍

    • 6 years in business
    Boyd A.
    Verified review

    Jerry saves me $$$ every year

    • 15 years in business
    About

    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.

    About

    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.

    About

    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.

    About

    Safe, tax free, portable lifetime income accounts that can provide retirement income and protection today as well.

    About

    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!

    About

    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.

    About

    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.

    About

    Estate and Legacy Planning, IRA, Retirement Planning, Financial Planning, Legacy Planning

    About

    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.

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