Vero Beach, FL
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Vero Beach Affordable Financial Services

Browse these affordable financial services with great ratings from Thumbtack customers in Vero Beach.

Roberts Group CPA LLC
4.5
from 19 reviews
  • 32 hires on Thumbtack
Robert A.
Verified review

Dan did my 2016 taxes and did a great job. Timely and very affordable too.

  • 7 years in business
  • New on Thumbtack
Andrea R.
Verified review

Burkersen Tax & Accounting Services have been my CPA of choice for a number of years. The personal attention given to address those issues needed in order to run a profitable business was outstanding. Company compilation reports, corporate tax return filing with a view to assist with ensuring tax compliance as well as all allowed tax incentives are achieved. Burkersen Tax & Accounting by far exceeds the expectation of an ordinary CPA Firm. Thank you for all your help.

K. Edwards Tax USA
4.5
from 2 reviews
  • 10 years in business
  • New on Thumbtack
Melissa W.
Verified review

Thanks for making sense of an overwhelming situation. Great service and affordable!

Advance plus services
5.0
from 1 review
  • 5 years in business
  • New on Thumbtack
Bruno C.
Verified review

Michael help my business with the financial statements. I was almost a year behind, he spent the time and solved my issues. Very professional. You will always find him whenever you call him.

Symmetry Financial
5.0
from 1 review
  • New on Thumbtack
About

We love helping families for their lifetime legacy and mortgage protection.

  • New on Thumbtack
About

We provide plan for prosperity. Your interests come first! Dano W. Lopresti is an independent Certified Financial Planner (CFP), Charted Financial Consultant (ChFC) and an Accredited Investment Fiduciary (AIF) with Legacy Financial Planning. He specializes in life insurance, investment management, retirement planning and retirement income planning for individuals as well as specializing in employer sponsored retirement plans, endowments, foundations, pension plans and charitable funds. Also offers: 401(k) advising, rollover 401(k)s, IRAs, retirement income planning specialist, life insurance, corporate benefits, educational seminars and college funding, and full range of financial services tailored to your needs. We serve people that are serious about financial peace of mind by uncovering and correcting landmines that threaten your retirement and financial security!

About

BENEFITS OF HIRING US: •Accounting professionals with four year degrees •7+ Years of Experience •Guaranteed dependable service •Cost effective: You pay only for the time spent doing YOUR work/No idle time •Flexible-Handle seasonal, periodic, and overflow work •No tax obligations •No Overtime •No costly benefits: Paid vacations, holidays or sick days, insurance •No computer training needed on your end •No additional office space or equipment required •No rise in unemployment rates when service is not required •No downtime or expense of trying to hire new employees •Relocation of your business or ours does not effect hiring Equality Financial Services. Your location does not impact our ability to support you.

  • New on Thumbtack
About

We provide: * Life Insurance * Financial Planner * Retirement Planner * Investment Advisor

About

Serving Indian Harbour Beach, FL, Marcel Pope and associates of Legacy Investment Consultants are offering the following services, but not limited to: - Financial advising - Financial planning - Wealth management - Investment advising - Certified financial planning

About

We are providing business services and strategic solutions for small businesses and families throughout Brevard County.

  • New on Thumbtack
About

Tax Planning, Disability Insurance, 401k Rollovers, Retirement Planning, Life Insurance

  • 9 years in business
  • New on Thumbtack
About

Monique A. Francis provides tax, accounting, and financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The accounting, tax preparation, and other financial services we provide are tailored to the unique needs of each client, ensuring the possible results and maximized returns. Our company remains on the cutting edge of tax law and financial trends. We are well-informed and continually adapt to the ever-changing world of tax law and accounting.

About

East Coast Tax and Financial Planning is full service tax, investment, and financial planning firm located on the Treasure Coast of Florida. Our mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As Investment Advisors, East Coast Tax and Financial Planning has a fiduciary duty to act in the best interests of their clients at all times. Although we are located in Vero Beach, Fl. we are able service our clients all over the United States.

  • New on Thumbtack
About

Dean L. Schumm, CPA provides you or your business with high-quality tax, accounting and bookkeeping services that include tax preparation, tax planning, IRS representation, and consulting. Our goal is to offer the best accountant value to our customers, free up their time, and help in the task of growing their wealth. Increased availability of accurate and timely information better enables you to plan ahead, make better decisions, and potentially increase your tax savings. Dean L. Schumm, CPA has the knowledge and expertise necessary to provide you with the tools required in making sound financial decisions. We believe in providing you a personalized accounting and tax service by meeting with you to understand your needs and your future goals. By getting to know you and understanding your needs, we will be able to craft a customized accounting and tax plan to meet your needs, and keep you updated on accounting and tax law changes during the year. We add value by listening carefully to your needs and getting to know you, so that we can take a pro-active approach to advising you. Use the financial calculators to assist you in budgeting, financial planning, or determining loan payments.

About

East Coast Tax and Financial is full service tax, investment, and financial planning firm. Our mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As Investment Advisors, the East Coast Tax and Financial has a fiduciary duty to act in the best interests of their clients at all times.

About

Ensure a better future for you and your family with the help of Fogel Capital. They are professional financial advisors who can help you manage your investments in bonds and stocks.

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