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Browse these financial planners with great ratings from Thumbtack customers in Westminster.
We had a wonderful time working with Serena. She is funny, very well versed in her field, and made the process so simple that I was actually rather stunned. I have done our taxes for years, and it is always painful and takes forever. With Serena, even where I had information gaps, her explanation of what she needed from me made it simple to provide it immediately. We walked out of her office with a plan for my business and a refund! Can't do better than that!!
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 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’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.
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.
Productive experienceI I highly recommend Hope Financial as a financial adviser.
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!
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.
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. Pierres 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
My services include life and health insurance, retirement plans, college education plans, disability insurance, annuities, mortgage protection, and long-term care. I'm a certified senior financial advisor, tax consultant, and agency marketing director.
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.
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!
We cater to your personal financial needs. Whether it is business, personal, nonprofit or home budgeting-we are here to get you on the right financial path.
We provide small business accounting and taxation services.
Park Financial Services is an accounting firm in Mechanicsburg, Pennsylvania that provides small business accounting and tax preparation as well as bookkeeping and payroll services. Enjoy personalized and professional services whenever you meet with our experienced certified public accountants.
We focus on helping our clients develop a holistic, cohesive financial strategy that fits their unique needs and helps them to meet both short- and long-term objectives. Contact Water Street Financial LLC today.
Are your books a mess? Do you feel overwhelmed by keeping them up to date? We can provide affordable bookkeeping services on a one-time or on-going basis for a variety of platforms. We love working with start ups too!
I help Main Street Families become Properly Protected, Debt Free and Financially Independent by providing Financial Solutions In ways no other company can.