Corporate Financial Options LLC

3.3
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(3)
3.3
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3 reviews
5
33%
4
33%
3
0%
2
0%
1
33%
  • Patty G.

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    They worked very hard on my returns, uncovering every stone to help me.

    Apr 23, 2016Verified
  • Lynn T.

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    Was not provided taxes when promised, did not even get a call updating me he would be late. He made additional promises he did not keep. At the end of the week I had nothing from him and had to hire a new CPA. He should go into the used car business!!!!

    Apr 21, 2016Verified

About this pro

Service, personalized service. We know our clients and we are dedicated to their success. Helping small business owners start, grow, prosper, succeed and live out their dreams! What could be more rewarding?

Years in business

27

Times hired on Thumbtack

11

Number of employees

10
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Photos and Videos

1 photo

    Q & A

    • What should the customer know about your pricing (e.g., discounts, fees)?
      My pricing is a blend of needs and budget. Your financial and time budgets are the 2 most important assets you possess. I will respect BOTH and ensure that what we do helps you manage both. Crafting a system that provides you the information you need, frees up your time and is within your budget is important to me.
    • What is your typical process for working with a new customer?
      Quite simply, "typical" is meeting the client determining their needs and providing that service. My clients are smart, unique and have individual needs and requirements. I would never "box them in" to a "one size fits all" situation. YOU are a person, not a clone.
    • How did you get started doing this type of work?
      I could not sing or dance. Seriously, the rewards of helping people achieve their dreams is the best possible way to earn a living. knowing that there are businesses out there that are successful, in part, because of my efforts is quite rewarding. Reviewing the lives I have impacted by helping to achieve success and build lasting legacies is a wonderful thing.
    Coverage Area for Corporate Financial Options LLC is about 150+ miles of Marietta, GA.