Gaithersburg, MD179 family financial services near you

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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 115 reviews
  • 3 years in business
  • 208 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
  • 91 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
Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 99 hires on Thumbtack
  • Top Pro 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.

Top Pro
Fi-Tech Business Solutions
4.9
from 39 reviews
  • 28 years in business
  • 114 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
4.7
from 33 reviews
  • 62 hires on Thumbtack
Rudy G.
Verified review

Great professional services !!

Agog Financials
4.7
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.

Law Offices of Rick Todd
4.4
from 20 reviews
  • 28 hires on Thumbtack
Jasmine H.
Verified review

Rick Todd is the ultimate professional. He is knowledgeable and easy to work with. I recommend him for estate planning and financial planning without hesitation.

Top Pro
  • 2 years in business
  • 27 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 11 reviews
  • 56 years in business
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,

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.

Alton Dawsey
5.0
from 7 reviews
  • 5 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.

Denislav Dantev
5.0
from 6 reviews
    Mohsin J.
    Verified review

    Extremely pleased with Denny’s professionalism and his financial planning process. He pays attention to detail and always does whats best for his clients.

    • 5 years in business
    • 15 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!

    • 4 years in business
    Johnny S.
    Verified review

    Working with Deri was a breeze. She really understands your needs and finds financial products that make most sense for you.

    Hope Financial
    4.8
    from 5 reviews
      Rohit C.
      Verified review

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

      Ghion Financial Services
      5.0
      from 2 reviews
      • 15 years in business
      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

      • 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

      Ratan Gupta

      New To Thumbtack

        About

        I specialize in personal financial consulting, bookkeeping and tax preparation (1040, 1040A, 1040EZ and Schedule A, B, C, D and E).

        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

        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.

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