|Sunday||8:00 a.m. to 5:00 p.m.|
|Monday||8:00 a.m. to 5:00 p.m.|
|Tuesday||8:00 a.m. to 5:00 p.m.|
|Wednesday||8:00 a.m. to 5:00 p.m.|
|Thursday||8:00 a.m. to 5:00 p.m.|
|Friday||8:00 a.m. to 5:00 p.m.|
|Saturday||8:00 a.m. to 5:00 p.m.|
About this pro
4 years in business
91 hires on Thumbtack
Brian was easy to work with, answered all of my questions promptly and made my tax filing a breeze.Sep 17, 2018
I had major anxiety about having 2 years of backed taxes and needed the current year done. Brian took the time to help me as much as he could and communicated regularly with me. I couldn't have asked for a better experience and will be using his services again.Mar 11, 2016Verified
He was the most patient and helpful. Will be using all his services from this day forward. A+++Aug 1, 2015Verified
They just stopped servicing usSep 25, 2016VerifiedEddy Company, LLC's reply
I apologize for not verbalizing that your needs were not a good match for my services. However, seeing as we didn't have an outstanding contract, agreement in place, nor unfinished work together, I didn't see the need to pursue a working relationship. If your accounting needs are still unfulfilled, I'd be happy to refer you to someone in your geographical area that can help you. Again, I'm sorry for your dissatisfaction.
Enjoyed working with Brian, he is very professional.Sep 15, 2018Verified
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- What should the customer know about your pricing (e.g., discounts, fees)?I give quotes on tax preparation based on the complexity and timing of the deadline. However, if someone opens an investment account with me in the amount of $50K or more, I include tax preparation with the assets-under-management fee.
- What is your typical process for working with a new customer?A client can either work in person or remotely. With the dawn of the technological age, I am able to use secure platforms to work remotely with clients throughout the country. For investment planning, I will generally have an initial free consultation to ascertain a background. Then I will do a general overview of my investment management capabilities. For tax preparation services, I will generally look at previous returns and current year documents, then give a price estimate of my services. I will then send the client an engagement letter as well as an invitation to Dropbox so that we can share documents going forward.
- What education and/or training do you have that relates to your work?Yes, the continuing education requirements in my line of work is extensive. For the CFP certificate for example, the requirement is 25-30 hours a year in continuing education classes.