Baltimore, MD
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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 104 reviews
  • 3 years in business
  • 188 hires on Thumbtack
  • Top pro on Thumbtack
Charlyn S.
Verified review

Jofi is amazing and thorough. I look forward to hiring him for my tax services in the future.

Fidelis CPA
4.8
from 42 reviews
  • 5 years in business
  • 96 hires on Thumbtack
Chinedu I.
Verified review

As a new business start up I needed a CPA firm to help set up my books and handle my IRS filings, and I was referred OH Partners CPA. They did an excellent job in setting up and my books and bringing my taxes up to date in a very timely manner. I have had very easy access to them and they return my calls promptly and communicate in a courteous manner. They have also been very helpful in working with my bank to meet my financial reporting requirements by providing accurate financial statements to the bank for my line of credit.

Daniel E. Dutterer, CPA
4.5
from 45 reviews
  • 30 years in business
  • 72 hires on Thumbtack
Sharon C.
Verified review

Dan has been a godsend to my business. He has prepared my financials, completed my business taxes and started managing my payroll. Beyond accounting and book keeping services - Dan has become a sounding board for many of my business financial decisions. I have already referred a friend to his company, I would not hesitate to recommend him to other business owners.

Top Pro
Fi-Tech Business Solutions
4.9
from 32 reviews
  • 28 years in business
  • 106 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!

Top Pro
Hearn & Associates, LLC
4.8
from 29 reviews
  • 59 hires on Thumbtack
  • Top pro on Thumbtack
Rudy G.
Verified review

Great professional services !!

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!

Manna Wealth Management
5.0
from 10 reviews
  • 56 years in business
  • New on Thumbtack
Margo A.
Verified review

David has always been very professional and has given excellent financial advice for our family. He is always proactive, anticipates and assesses our needs, and provides excellent advice. We highly recommend him,

Agog Financials
4.6
from 20 reviews
  • 21 hires on Thumbtack
Anuj M.
Verified review

Karan is a consummate professional who seeks to provide good value services to his clients. I am glad I found him and plan to continue to employ him to do my taxes and other financial services.

AgarWood Capital
5.0
from 5 reviews
  • 2 years in business
  • 6 hires on Thumbtack
Joanie N.
Verified review

Working with Tom has been a great experience. He's helping me with financial advice/planning, debt management and retirement planning. Highly recommended!

Sera Capital
5.0
from 5 reviews
  • 28 years in business
  • New on Thumbtack
Jon F.
Verified review

Working with Carlos is very different from the cookie cutter Edward Jones/HSBC/big broker advisory experience. My family and I are very lucky to have been able to work with him. It gives me great peace of mind to have a manager of his caliber and also know that my children will be able to work with his son after I'm gone.

  • 9 hires 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.

H.W. Financial Group
5.0
from 3 reviews
  • New on Thumbtack
Kelley M.
Verified review

I have an online business and my accounting information for my business was a nightmare.. I was recommended to H.W. Financial Group by a friend and was VERY happy with the service provided. We have hired Tammy for our bookkeeping, and tax preparation. We are happy with our service.. Very timely, and provides value!

WE CONSULTING
5.0
from 3 reviews
  • 11 years in business
  • New on Thumbtack
Leah W.
Verified review

Wanda is awesome, I definitely will refer her to all my family and friends.

  • 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
  • New on Thumbtack
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!

Accurate CPA Services
5.0
from 2 reviews
  • 7 years in business
  • 2 hires on Thumbtack
Michelle C.
Verified review

Accurate CPA services has been doing my business accounting for the past 3 years. I am very happy with the work they do. I highly recommend this service.

Alton D.
5.0
from 5 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.

KCL Financial Services
5.0
from 1 review
  • 11 years in business
  • 2 hires on Thumbtack
Betty B.
Verified review

Amazing company highly recommend

PMA Financial Services

New To Thumbtack

  • New on Thumbtack
About

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

  • New on Thumbtack
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.

Abiola Enterprise

New To Thumbtack

  • New on Thumbtack
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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