Eddy Company, LLC
Eddy Company, LLC

Eddy Company, LLC

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Introduction: I have a versatile toolbox of skills from tax planning and budgeting to financial consulting. My customers are treated like family and my hope is that every one will end up as a long term relationship. The founder has 20 years of investment and tax planning experience and there are numerous credentials amongst the employees including CFA Charter, CFP(R), CPA, and JD. The firm is currently looking for investmest managment clients with $200K or above to invest and provide financial planning services to. Tax preparation costs will be covered by assets-under-management fees for the life of the account. This could amount to thousands of dollars in savings over the life of the account management. Please contact us for more information and to talk to an investment advisor.
Overview

Hired 99 times

Background checked

4 employees

10 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Stripe, Venmo, and Zelle.

Social media

Facebook, Twitter

Top Pro status

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2017

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2016

Featured Projects

4 photos

Specialties
Special tax situations

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Reviews

Customers rated this pro highly for professionalism, work quality, and value.

Excellent 4.9

52 reviews

5
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Read reviews that mention:


pro avatar
Michelle G.
Mar 6, 2019
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Hired on Thumbtack

Hired on Thumbtack

Brian was professional, highly responsive and great to work with. He listened to our concerns and needs and went above and beyond to address them. The time and effort Brian put into our taxes to ensure they were accurate really showed and we're so pleased with his work. I highly recommend him!
Eddy Company, LLC's reply
Thank you Michelle! I appreciate it. Great working with you this year.
Individual Tax Preparation
pro avatar
Steven I.
Mar 31, 2016
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Hired on Thumbtack

Hired on Thumbtack

Brian took on my 2015 taxes immediately after I supplied him all my information. He was very good in letting me know what he had done and always kept in touch when any changes occurred. I would definitely use his services in the future.
Individual Tax Preparation
pro avatar
Stephanie B.
Mar 10, 2016
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Hired on Thumbtack

Hired on Thumbtack

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.
Accounting
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Christine D.
Mar 27, 2015
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Hired on Thumbtack

Hired on Thumbtack

Brian did my 2015 taxes for me. Easy meet up for exchange of info and timely filing. He will e-file or traditional file for you. Best of all he offers financial adviser services as well. Did I mention he is very relaxed about the process? It is nice to deal with someone is such.
Individual Tax Preparation
pro avatar
Delphine V.
Apr 29, 2015
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Hired on Thumbtack

Hired on Thumbtack

Came to my home, was efficient, non-intrusive, knowledgable, and gave me the steps to accomplish what i wanted. i recommend Brian for any tax situation or for solid investment direction and advice.
Individual Tax Preparation
Credentials
Background Check

Brian Eddy