Gaithersburg, MD
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Gaithersburg Financial Advisors

Browse these 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
Michal B.
Verified review

Jofi helped me sort out a lot of small details and create a financial plan that is feasible and smart. Thank you!

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!

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

Manna Wealth Management provides excellent financial management and retirement planning services! David Kassir and Lola are great to work with and provide great customer service. David Kassir has years of experience that he leverages to advice and guide us on conducting our retirement planning in the most optimal manner. David is always available to answer questions and provide recommendations and walk-through different investment scenarios and options. I highly recommend Manna Wealth Management!

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.

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.

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!

  • 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

  • 58 years in business
  • New on Thumbtack
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.

Alton D.
5.0
from 5 reviews
  • 4 hires on Thumbtack
JD S.
Verified review

Alton’s experience and advice greatly helped us to undersntand the impact of our current financial decisions. He guided my fiancé and I through making necessary and beneficial changes so that we could feel more secure about our financial future. We enjoyed talking to him and found his demeanor to be personable yet very professional.

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

Amazing company highly recommend

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.

About

We provide small business accounting and taxation services.

  • 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

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.

  • 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

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!

About

Custom Financial Blueprint has more than a decade of experience providing exceptional, personalized financial solutions to individuals, families, and business owners to help them reach their goals.

  • New on Thumbtack
About

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

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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