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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
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.
Please contact us for more information and to talk to an advisor.
Overview
Hired 103 times
1 similar job done near you
Background checked
License verified
1 employee
12 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Stripe, Venmo, and Zelle.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2017
2016
Credentials
License verified
Brokerage Firm (Securities)
License state: MA
Background checked
Passed by Brian Eddy on Aug 12, 2021.
Services offered
Service needed
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
Projects and media
Projects and media
Reviews
Customers rated this pro highly for value, punctuality, and work quality.
Excellent 4.9
51 reviews
5
92%
4
6%
3
0%
2
2%
1
0%
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Read reviews that mention:
Kelly B.
Apr 13, 2015
•
Hired on Thumbtack
Brian was a wonderful help with our taxes this year! This was my first year running my own business so I went from a super straightforward Turbo Tax kind of return to a very complex one that I didn't understand. Brian discussed our needs with my husband and I, walked me through what info I needed to give him, asked for clarity when required, and put together our taxes in a timely, supportive, respectful and informational way. When we wanted to learn what something meant, he explained it. And when we just wanted him to handle things, he handled them. I would highly recommend Brian to anyone looking for tax support or more generally advice on how to manage their finances. THANK YOU BRIAN!
Individual Tax Preparation
Delphine V.
Apr 29, 2015
•
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
Paul B.
Mar 19, 2016
•
Hired on Thumbtack
I hired Brian to do my 2015 taxes which included sale of property, sale of an investment and several other factors. He reviewed my previous years' tax filings, worked hard to accurately apply and leverage the tax code and handled the whole process very thoroughly. He did a great job and I will look to Brian for future financial services.
Individual Tax Preparation
Wenfei L.
Mar 28, 2016
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Hired on Thumbtack
Brain is a very professional, patient and reliable CFA. He helped me a lot. My previous tax return has back and forth issues to get refund on time. Brain helped me many times to call IRS directly early in the morning(7am) and finally solved my problem.
Individual Tax Preparation
Robin L.
Sep 26, 2015
•
Hired on Thumbtack
I needed to get taxes done that I thought were on income that was non taxable. I did not have receipts or other paperwork except my 1099. Brian was wonderful and came out to my house for the first meeting. He was very professional and knowledgeable about all but more than that, he explained everything so that I understood everything and always got back to me with any questions that I had. I will use him for tax filing every year, I trust him!
Individual Tax Preparation
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.
