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Baltimore Family Financial Services

Browse these family financial services with great ratings from Thumbtack customers in Baltimore.

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 109 reviews
  • 3 years in business
  • 197 hires on Thumbtack
  • Top Pro on Thumbtack
Donald B.
Verified review

Jofi, was excellent! Top quality service and communication. His price was more competitive than more commercial tax companies, and his service and knowledge was twice as good. I hope to use his services again in the future for my tax needs.

Top Pro
  • 60 hires on Thumbtack
  • Top Pro on Thumbtack
James B.
Verified review

Absolutely amazing moving company! I was worried no one would take such a small job on short notice. However Adrian of Checkmate Professional Services came to our rescue. Adrian arrived 5 minutes early with all of his equipment. He was very professional and asked questions to make sure he was doing everything to our specifications. He helped us move and setup a 350lb outdoor fountain. My wife and I are very grateful for his company. We highly recommend them.

Top Pro
Fi-Tech Business Solutions
4.9
from 37 reviews
  • 28 years in business
  • 112 hires on Thumbtack
  • Top Pro on Thumbtack
Loretta G.
Verified review

We needed our personal and business taxes completed. Serena of Fi-Tec Business Solutions is a wonderful fit for my family and our business. Serena is professional, prompt and the interview process was a snap. Serena is knowledgeable and a delight to work with. I look forward to a long and healthy relationship. Thanks Thumbtack!

Hearn & Associates, LLC
4.8
from 30 reviews
  • 59 hires on Thumbtack
Rudy G.
Verified review

Great professional services !!

Law Offices of Rick Todd
4.4
from 16 reviews
  • 24 hires on Thumbtack
Bradley D.
Verified review

Rick helped my wife and I get all set up with our estate planning needs. He is very professional and a caring family man who understands the needs of a growing family.

Top Pro
  • 2 years in business
  • 22 hires on Thumbtack
  • Top Pro on Thumbtack
Wayne T.
Verified review

SCN Investments is as professional as they come. Ms Shaleena answered all my questions and did all the hard work. I'll use SCN again and refer her to all my family and friends. OUTSTANDING!

JKooper Financial Services
5.0
from 9 reviews
  • 21 years in business
  • 11 hires on Thumbtack
Linn R.
Verified review

JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.

  • 12 years in business
  • 8 hires on Thumbtack
VARIAN P.
Verified review

Unifirst Financial & Tax Resources has been serving clients, including myself, since 2006. For eight years now, I have always come out as an educated taxpayer every tax season. I had trusted Unifirst to handle my financial plans as well, including my current college funding needs.

Alton Dawsey
5.0
from 6 reviews
  • 4 hires on Thumbtack
Diana B.
Verified review

Alton is extremely knowledgeable, honest and patient. My husband and I became parents and were in desperate need of financial guidance. Alton gave us a step by step plan that has given us confidence that we are on the right path towards building a solid financial future for our family. He is very professional and always available to answer your questions. I strongly recommend Alton.

Ian Smith
5.0
from 6 reviews
    Brenda A.
    Verified review

    Ian Smith is great. He's responsive and goes to great lengths to to make sure my questions are answered. His feedback is honest and direct, and his insight on how to make better financial decisions is invaluable.

    Hope Financial
    4.8
    from 5 reviews
    • 1 year in business
    Rohit C.
    Verified review

    Productive experienceI I highly recommend Hope Financial as a financial adviser.

    • 58 years in business
    Tom J.
    Verified review

    Working with this financial team was very easy. I wish I had known all the information I received in my 20's. Looking forward to our continuing relationship.

    • 9 years in business
    • 4 hires on Thumbtack
    Renee D.
    Verified review

    I recently hired Luramon Jean Pierre, CPA, CMA to assist me with a variety of projects related to financial projections for my business start-up as well as completion and filing of my taxes. Mr. Pierre’s quality of work and customer service and satisfaction is ranked well above average. He is very knowledgeable and professional and he made sure that at each step and through each project, he understood my whole financial picture and was able to provide a detailed explanation of each process and the reasoning to support the explanations. He is very passionate about what he does and it is reflected in the projects that he produces. Mr. Pierre removed the high anxiety level that existed due to my anticipation of my personal tax outcome and how my financial projections for presentation of my business to lenders. He is very patient and flexible and takes his time to understand his customer needs. I would recommend Luramon Jean Pierre, CPA, CMA to anyone and everyone seeking the assistance of an extraordinary professional who handles financial situations with great ease on a personal or business level. Mr. Pierre transformed my vision and a complex tax situation into something that I can manage. I give Luramon Jean Pierre, CPA, CMA *****5 stars for his work ethic and his whole approach to his customers and meeting their needs. Dr. RD

    Douglas and Associates, LLC
    5.0
    from 2 reviews
      Michele R.
      Verified review

      I am more than pleased with the services I have received from Douglas & Associates. They have been doing my taxes for over 20 years and I wouldn't have it any other way. Professional, knowledgeable, helpful, accurate and most of all timely. I've referred them to several others and will continue to do so. It's comforting to know that your taxes are being handled properly. I look forward to working with Douglas & Associates every February; it's always a happy new tax year for me and my family. Always!

      Sylvia N.
      Verified review

      We do much phone talking which is better than emailing all the time especially what has been going on this past year

      About

      I have a Bachelor of Science in Accounting/Finance degree and am a registered tax preparer with IRS and an e-file provider. I have worked and have experiences with both commercial and government contractors for over 14 years. I'm specialized in accounting, audit, payroll, bookkeeping, individual and corporate tax preparation, setup of new business entity and more. Please inquire for more information. Thank you!

      About

      I am a seasoned professional. I care about the needs of my clients and put their needs first.

      About

      We provide full-service tax preparation, consultation, IRS audit resolutions, 50 state tax filing, small business compliance, bookkeeping, small business payroll, credit restoration, budget analyst, and audit services.

      About

      I have a fee-based financial planning team working with families and small businesses in the Maryland/Virginia area. I can provide assistance on a range of financial issues, from cash management and insurance needs to helping clients meet their financial goals. I have experience in building and maintaining close client relationships founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.

      About

      We provide small business accounting and taxation services.

      About

      I offer tax, accounting, and financial statement preparation. I have worked in the accounting and finance profession for the last 5 years, with focus on individual and corporate taxation, developing and creating financial statements for companies, and helping them organize and file articles of incorporation.

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