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I am really grateful for Hatims help with my complicated tax situation (research scholar with taxable income in two countries). He was very knowledgable, the price was fair, and he even followed up with a law question that we couldn't resolve during the meeting. Will use his services again next year.
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!
I needed help with my taxes recently. Scott contacted me through Thumbtack and was more than willing to jump into my project. His price was reasonable for my needs and actually beat out others. I think Scott will be my tax and financial advisor for many years to come. A subsequently review will be posted when my project is complete.
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.
Reid with JRL made the process so simple and walked me through every step. He also took the time to compare the different products and dial me right in to the one that best suited me. This is my 3rd transaction with this firm and it won't be the last.
I'm a financial advisor, a certified financial planner and an accredited asset management specialist assisting families to reach their financial goals.
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.
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.
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.
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.
Why choose us? Because there is no conflict of interest -- our interests are always perfectly aligned with yours.
Choose this skilled financial advisor if you need financial planning services done in a professional manner. This expert also provides financial management services.
Choose this local financial services company if you need quality services. They offer strategic financial planning solutions for businesses and professionals.
Services offered: * Accounting * Bookkeeping * Tax preparation * Operational audits * Tax planning * Insurance * Investments My services are accurate, affordable, and timely.
Bridge Builders Enterprise offers affordable financial services planning options. They are also available to officiate weddings of all sizes.
This company provides financial planning services for your business and personal accounting needs. They are also experts in property management and insurance analysis.
Hire this business if you're in dire need of professional small business financial services. They also provide payroll and accounting services.