Eddy Company, LLC
Eddy Company, LLC

Eddy Company, LLC

Excellent 4.9(52)
Excellent 4.9(52)
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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

8 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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2016

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2017

Featured Projects

4 photos

Reviews

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

Excellent 4.9

52 reviews

5
92%
4
6%
3
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2%
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Read reviews that mention:


pro avatar
Tricia R.
Apr 19, 2018
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Hired on Thumbtack

Hired on Thumbtack

We hired Eddy Company to complete our taxes one week prior to deadline. Brian was able to take a complex year for us and submit on time. His knowledge and expertise really did show. I am so thankful to have found Brian and hope to have a long standing relationship with him as our Accountant. We will be recommending him to everyone in our area !
Eddy Company, LLC's reply
Thank you Tricia. Great working with you!
Individual Tax Preparation
pro avatar
Hans B.
Feb 15, 2016
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Hired on Thumbtack

Hired on Thumbtack

Brian is on top of it all the time. Since he is so good, we might use his other services for general accountant, our businesses are in desperate need. I recommend his services to all businesses and personal. He communication is outstanding!
Individual Tax Preparation
pro avatar
Aaron B.
Apr 8, 2019
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Hired on Thumbtack

Hired on Thumbtack

I had a very complicated return but Brian was there advising me every step of the way. Professional and reliable. Would recommend.
Eddy Company, LLC's reply
Thank you Aaron. It was great working with you this year.
Individual Tax Preparation
pro avatar
Michelle B.
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
Kristina W.
Sep 23, 2015
·

Hired on Thumbtack

Hired on Thumbtack

Brian is very personable, approachable and down to earth. He actually made the process of filing our first year of business taxes fun.
Individual Tax Preparation
Credentials
Background Check

Brian Eddy

FAQs

  • 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.

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