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Browse these financial services with great ratings from Thumbtack customers in Durham.
Mr. Blue knows taxes. We needed a local CPA after relocating to NC. His experience and expertise speaks for itself. He was timely in all communication, and made the tedious tax process hassle free. He assisted our high income family with complex financial moves, saving us from significant tax consequences. I highly recommend him for personal/small business accounting services.
4 years of Federal and State (NC) taxes completed in record time with no hassles. Max stars is 5 but that seams to be to low. I know I will be coming back to Cox Accounting and Financial Services for my taxes and for all other financial services in the future. Cannot express how satisfied I am with the services provided and also cannot stress strongly enough how much I recommend this company to anyone and everyone who is in the market for any service he offers. That James was/is a Marine should not be held against him...:)
We’ve learned so much from Jim, we feel confident we hired an expert to help with all of our financial questions and concerns 👍🏻
Lee did a great job with preparing our taxes for a fair price. He also provided tax advice and answered all of our multiple tax questions without charging extra. I would recommend Lee for personal and corporate tax and accounting services.
Rachel is amazing! She works with you to help you realize your financial goals while educating you on best practices. She creates plans that are doable- a must if you plan to stick to it. Overall, it was pleasurable experience working with Rachel!
Met with Michael after a string a bad luck which left me in a financial pinch with no where else to turn. I thought bankruptcy was my only option but I wanted to review my situation with someone before starting the process... I'm glad I found Michael, he knows his stuff! I found out that bankruptcy wouldn't have helped me. A bunch of the debts would still be there (IRS and student loans). Michael created a plan with me and we met several times over a few months. Whenever I had questions he was available. Highly recommended.
Financial Fitness, Total Personal Development and Corporate Leadership Programs have been amazing products. We have eliminated over $300K in debt over the last 2 1/2 years including a mortgage that we would have never even thought could be eliminiated. We are business owners and have increased our revenues significantly after implementing the Corporate Leadership program into our company and empowering our employees to become stronger leaders.
McCordial & Company is our company's accounting and strategic advisor. They have consistently provided high quality insight to our team and exceptional financial value to our organization.
Very knowledgeable in the area of Yardi Commercial software support. Rolonda provides great customer service !
Welcome to the Timeless family! We are committed to helping you improve your long-term financial success. Our customized programs are designed to create more opportunities for you to grow, protect, and conserve wealth by delivering an unprecedented level of personalized service and expertise. We respectfully encourage you to experience some of our resources and solutions designed to help create a prosperous life for yourself and those who matter most to you.
We are a small tax prep office operating as a sole proprietorship. We provide tax preparation services and limited financial advice on a reasonable fee-only basis. The owner has met all requirements prescribed by the IRS to prepare returns for compensation.
Services offered: * Accounting * Bookkeeping * Tax preparation * Operational audits * Tax planning * Insurance * Investments My services are accurate, affordable, and timely.
Fred's more that 30 years with New York Life provide him with a unique understanding of the company and a honed expertise in his role as agent.. Call today Barone Financial Group.
I have over 20 years working for companies, both large and small, in the accounting and finance areas. I have done everything, from monthly close to SEC reporting, and worked with a variety of systems and am an Excel expert.
I'm a financial advisor, a certified financial planner and an accredited asset management specialist assisting families to reach their financial goals.
I provide fee only, fiduciary-based independent hourly financial planning. I do not charge an asset under management fee, and am free from outside commissions or sales. My recommendations are what are best for the clients - simple if possible, complicated if necessary. My goal is to provide you with comprehensive, client-focused solutions. Whether it be retirement planning, investment advice, tax solutions, or insurance matters, I can help you understand your needs and develop the solutions to reach your goals.
I provide affordable tax preparation, credit repair, and help individuals become certified enrolled agents. I specialize in individual, business, previous year/years, partnership and corporation returns. Our company offers transportation to the office. This year we are also offering a 3-day 2-night getaway for 39.95 anywhere.
The service that I provide is customized to meet individual needs. I have general programs, but each case is very unique.
We never table.
We provide comprehensive financial services in a variety of ways. We provide investment management and advice, tax planning and tax return preparation, divorce financial planning, business valuation, and pension valuation. We also conduct and present investment research and comprehensive financial education. Our professionals are certified in a number of areas and include CPA, CDFA, CPEP, and CFA candidates.
Capital Financial Advisory Group provides a structured system of wealth management through investment, financial, retirement, estate and tax planning customized to meet the individual financial needs of our clients. Headquartered in Apex, North Carolina, we specialize in helping pre-retirees from late 50s to early 80s remain financially secure in any economy.