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About
Trust is the most important component in any relationship. By taking the time to know you, your concerns and your vision, we can create solutions so you can move forward with confidence and dignity.
We are independent, personal, and local in Minneapolis-St Paul.
My vision is to work together with you, through honest communications, thoughtful decision making, and transparent processes.
As a 30 year Air Force veteran, I offer a 10% discount to military, veterans, first responders, nurses and doctors.
Overview
Hired 34 times
Background checked
5 employees
27 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, and Venmo.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2021
Services offered
Service needed
Annual tax filing
Quarterly tax filing
Other tax consultation
Filing status
Sole proprietorship
Partnership
S-Corp
Annual revenue
Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Excellent 4.9
22 reviews
5
86%
4
14%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Terri R.
5 days ago
•
Hired on Thumbtack
Eric, at Alpha Financial Services, actually wasn't able to help me solve my problem, but he reached out to other colleagues of his and found one right away that could help me. I feel he went way above and beyond to solve my problem.
Individual Tax Preparation
Robert S.
Jul 21, 2020
•
Hired on Thumbtack
Erik made us feel welcome, listened well and helped us with our tax situation. He also advised us on our taxes for the current year and answered all of our questions. Erik is outstanding at what he does and also a great guy. We recommend him highly.
Individual Tax Preparation
Noe H.
Sep 5, 2019
•
Hired on Thumbtack
Honestly I was really worried about my tax situation. Thank you for helping me organize my papers and for your sincerity and knowledge. You are one of the few good people left in this world. I now understand my tax return and audit and it feels manageable finally. Definitely recommend this guy. He’s the best at taxes and very organized and professional.
Individual Tax Preparation
Suzie L.
Mar 25, 2021
•
Hired on Thumbtack
Erik Sutcliffe is an extremely professional and efficient taxpreparer. I moved from another state partway through the year 2020 and he was able to handle that situation effortlessly. My daughter also had a complicated tax situation and he was able to assist us and file both of our taxes in a timely manner. I was relieved to find someone I was comfortable with and felt was a trustworthy taxpreparer after just moving to the area.
Individual Tax Preparation
Kevin F.
May 10, 2020
•
Hired on Thumbtack
I got myself in a bind that required special handling and Eric got the taxes done with ease, he covered everything and had them done in a very short time. I would recommend him to anyone needing their taxes done. Excellent service !
Individual Tax Preparation
Credentials
Background Check
Erik Sutcliffe
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
We offer a 10% discount to military, veterans, and first responders.
What is your typical process for working with a new customer?
In the COVID environment, we can operate in-person or 100% online. We have the technology not only to host meetings but also securely transmit your tax documents. However our two step process is the same. If your return is straightforward and we've prepared your returns in the past, this could be done in one meeting! The first step get to know each other and collect documents. Usually, a person provides documents and we discuss a questionnaire to have a mutual discussion about your tax situation and life so we can apply any and all opportunities to your return. The second step happens when your return is complete. We review the return, answer any questions, and receive permission to electronically file.
What types of customers have you worked with?
Our customers range from individuals to business owners.
