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Des Moines Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Des Moines.

Structure Financial
5.0
from 1 review
  • 2 years in business
  • New on Thumbtack
Ashlee S.
Verified review

Josh offers a very personalized experience. I've received quick visits from him here and there just to chat when he is in my area. He is friendly and is always up-front about which NYL plans are the best fit for our situation.

  • New on Thumbtack
About

It's crucial to work with someone who takes time to understand you and your situation, especially when it concerns your financial future. We take a step-by-step approach to determine your goals and establish specific strategies to help you obtain them. See how personal service can make a difference; contact me today.

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At BPW Financial Group, we provide insurance and financial strategies that can help you protect what matters most. We make insurance and financial products simple to understand.

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While anyone can be a Tax preparer, you can only be represented in an audit by a tax attorney, certified publicaccountant or an enrolled agent, a designation whose members are former IRS workers, people with extensive dealings with the agency or people who have passed a comprehensive exam entitling them to represent clients before the IRS. Hiring a tax preparer might ease your burden but it does not lessen your responsibility. When ready to file, make sure to bring to the interview all documents and receipts that have impacted your financial life. Moreover mention all changes that have impacted your prior year such as marriage, divorce, adoption, schooling, retirement, rollover, unemployment, refinancing and more...It is a good idea to bring your last year return if you go to a new preparer as ​you federal refund is taxed at the state level. ​Remember, ignorance is not a defence for overzealous deductions or underpayment of taxes due. ​ At Fundamentax we pride ourself for our due diligence, fairness, knowledge and ethics. We welcome everyone with open arms, and are thankful to our clients for their loyalty and support. Filing an extension: ​Fact: you are required to file all tax returns that are due, regardless of whether or not you can pay in full. File your past due return the same way you would a current return. ​Filing past due returns and paying now can limit interest charges and late payment penalties. If you don't owe, it can allow you to claim a past refund, provided you file within 3 years of the original return due date.​​ Form 4868 is used to apply for a 6 months extension -from April 15th (4 months if you are out of the Country and a US Citizen or resident) - ​to file Form 1040, 1040A, 1040EZ,1040NR, 1040NR-EZ, 1040PR or 1040SS​. Credits & Deductions​ We strive to find every credit and deduction you are entitled to under Tax Laws. If you are a new Client, we will review your returns ​going back 3 years, to insure none were missed. IRS Representation​ Our Business and Individual clients get Free IRS Representation should the need arise. The Free Representation only applies to work we performed otherwise our fees equal 5% of the savings with a $100 minimum. Bookkeeping & accounting​ ​​Get your choice of services in a package and we will prepare and file the yearly tax preparation at no additional charge. Choose from complete bookkeeping or any targeted service such as financial reports, quarterly federal tax estimates, sales tax, payroll, accounts receivables and/or payables, bank reconciliation and more.. Do you owe back taxes or received a letter ? We provide IRS representation and other Financial Services performed a la Carte. Tax Center Finding reputable resources online, especially for tax information, can be difficult. We're here to help. More.. If you don't particularly like doing your taxes or accounting, you've come to the right place. At Fundamentax, we do what we love: Taxes and Accounting for Small businesses as well as for profit and non-profit Companies and Organizations, Individuals, Families, and Members of the Armed forces –

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At Farm Bureau Financial Services, we provide insurance and financial strategies that can help you protect what matters most. We make insurance simple to protect you. - From the owner

About

We are an insurance and financial services agency, a family of professionals dedicated to empowering our clients manage the risks of everyday life, recover from the unexpected and realize their dreams. We seek opportunities to create innovative insurance and financial solutions in making people's lives easier. It is our business to be a good neighbor, improving the quality of life in the communities where our clients live and work. We choose to provide a world-class service. We are the gold standard!

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At Farm Bureau Financial Services, we provide insurance and financial strategies that can help you protect what matters most. We make insurance simple to protect you.

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At Farm Bureau Financial Services, we provide insurance and financial strategies that can help you protect what matters most. We make insurance simply to protect you.

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Looking for financial services firms? Try CFO Systems, LLC. Their financial planners, investment consultants, and wealth management experts are here to help individuals and businesses enjoy a better financial situation.

  • 22 years in business
  • New on Thumbtack
About

Tax Doctor Inc. is a financial services firm that offers tax preparation, bookkeeping, and payroll services. Their pros also show clients how to save money and increase their wealth.

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If you're searching for an expert who can provide financial planning services, check out this skilled advisor. This professional can also offer retirement planning services in your area.

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Take charge of your finances wit the help of these wealth advisors. They provide quality financial asset management services you can trust.

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