Westminster, MD
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Westminster Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Westminster.

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

I am amazed by OH!CPAs.Having just gone through the passing of my Mother and having a backload of things to be done, I needed a new tax accountant and financial adviser. The one we had had for over 30 years just wasn't working out. I looked on Thumbtack after looking elsewhere and not getting good results. Immediately had four or five replies. I picked Mr. Fidelis Ohiri because he actually responded the best and the most humanly. I felt like I wasn't just a client but a person. He came out to the house and got the material for the taxes. Believe it or not he's done and that was last week. Mr. Ohiri is amazing and has vast knowledge and explains things well to the client which one so needs re: taxes. I highly recommend him and this firm.

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
Brenda E.
Verified review

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!!

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.

  • 5 years in business
  • 9 hires on Thumbtack
Marquita A.
Verified review

Reassurance financial services was very helpful and thorough, help my husband and I file our taxes correctly after years of us filing them incorrectly. She walked us through everything before just submitting my taxes. I would definitely recommend this company. Very professional

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!

  • 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!

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

Accurate CPA Services has helped Transport Me, in the start up phase of our company by providing sound financial advise. This firm continues to support our small business's month to month bookkeeping needs as well as payroll services, tax preparation and financial guidance. Now that we are assured that our business finances are in the hands of a capable, knowledgeable, professional and innovative team we are able to divert our attention to growing our company. Thanks Accurate CPA Services!

  • 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

Alton D.
5.0
from 5 reviews
  • 3 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.

Avalanche Financial
5.0
from 1 review
  • 16 years in business
  • New on Thumbtack
Joshua W.
Verified review

I've been working with Avalanche for the last couple of years and the progress has been outstanding. Chad has been able to right my financial ship and has even freed up a couple thousand dollars a month! If you are looking to turn the corner on your financial life but need some help with the execution, trust Avalanche Financial to help get you started!

  • New on Thumbtack
About

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.

About

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

  • New on Thumbtack
About

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.

About

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.

About

We provide small business accounting and taxation services.

  • 9 years in business
  • 1 hire on Thumbtack
About

I help Main Street Families become Properly Protected, Debt Free and Financially Independent by providing Financial Solutions In ways no other company can.

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.

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

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

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