Gaithersburg, MD
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Gaithersburg Family Financial Services

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 104 reviews
  • 3 years in business
  • 188 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.

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
  • 5 years in business
  • 73 hires on Thumbtack
  • Top pro on Thumbtack
Joyce B.
Verified review

Amazing! My experience with Prosperity Business Solutions, LLC completely exceeded my expectations. Ms. Gregory is an exceptional individual. Quality, professional, knowledgeable and expeditious client services and I look forward to many years of continuous service.

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 28 reviews
  • 58 hires on Thumbtack
  • Top pro on Thumbtack
Katrina L.
Verified review

This was my first year working with Harry on my taxes. I was recently married and my husband has a business so I was seeking someone knowledgeable who could best advise my husband and I on the appropriate filing ststus. I reviewed Harry's profile and felt comfortable to proceed with his services, he even has the credentials to back it up! Harry has very reasonable prices, he's smart and you can't go wrong with Harry. My husband and I have found our new accountant!

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!

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.

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.

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!

  • 5 years in business
  • 14 hires on Thumbtack
Matthew M.
Verified review

be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!

Ghion Financial Services
5.0
from 2 reviews
  • 15 years in business
  • New on Thumbtack
Muluhabt M.
Verified review

I always do my financials with Ghion tax and their accuracy and professionalism put them in my first choice. Keep the good work

  • 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

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.

  • 3 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.

Alton D.
5.0
from 5 reviews
  • 3 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.

Digits Consulting LLC
5.0
from 1 review
  • 3 hires on Thumbtack
Nick G.
Verified review

I had a great experience working with Hardik on my family taxes for 2018. We submitted the project on Thumbtack and Hardik was very responsive to all of my questions before deciding to move forward with him. I really appreciated the advice he provided prior to selecting him compared to other's who wanted a commitment before helping out. We processed the entire transaction over the phone & through email which made things very convenient for me & my wife's crazy work schedules. I would recommend him to friends & family.

Business Help, Inc.
4.0
from 6 reviews
  • 23 years in business
  • 5 hires on Thumbtack
Giselle P.
Verified review

Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.

Karen Spence CPA CGMA

New To Thumbtack

  • New on Thumbtack
About

I provide tax service for individuals and businesses, for federal and all states. I provide financial coaching and planning on a fee basis, not commission. I specialize in federal employee tax and financial planning.

Sophos Financial

New To Thumbtack

  • 14 years in business
  • New on Thumbtack
About

Dave Ramsey's SmartVestor Pro and independent financial planner and advisor- we stand only for objective advice and help in our community

  • New on Thumbtack
About

At Prime Tax & Financial Services, we believe that your trust is our success. We provide our client's quality services such as accounting, bookkeeping, financial statement preparation, and more!

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