Sorry this pro can’t do your job, but we know other pros who can. Check them out
About
Financial Partners, LLC is a professional services firm providing tax preparation, tax planning, and accounting services to individuals and business clients. These services are delivered in a non‑investment advisory capacity and are distinct from any investment advisory or brokerage services.
Our services include individual and business tax return preparation, tax planning, and accounting support designed to assist clients in understanding and meeting their financial and tax compliance obligations under applicable laws and regulations. Services are provided in accordance with applicable professional standards and regulatory requirements.
Financial Partners, LLC offers services remotely to clients across the United States, subject to applicable state and jurisdictional requirements. All services are provided pursuant to written engagement letters that define the scope of services, responsibilities of each party, and applicable fees.
Fees for individual federal, state (electronically filed), and applicable local tax returns generally begin at $550, and business tax returns generally begin at $750, with final fees varying based on complexity, scope of work, and client circumstances. Additional tax and accounting services are available based on client needs and are separately scoped and priced.
Prospective clients may schedule an initial consultation to determine whether our services are appropriate for their needs. No services are provided unless and until a written engagement has been executed.
Overview
Hired 16 times
Background checked
License verified
1 employee
3 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, and Credit card.
Customers rated this pro highly for responsiveness, professionalism, and work quality.
Good 4.3
6 reviews
5
83%
4
0%
3
0%
2
0%
1
17%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Joseph R.
May 5, 2025
•
Hired on Thumbtack
I am incredibly impressed with the service I received from Finanacial Partners. They exceeded my expectations in every way and made what is typically a stressful and daunting task an absolute breeze.
I highly recommend their services to anyone in need of top-notch tax accounting. You won’t be disappointed!
Accounting
Matt H.
Aug 12, 2024
•
Hired on Thumbtack
I needed financial projections done quickly. They were very attentive, ensuring my full satisfaction. They made sure everything was done right and on time.
Accounting
Christopher P.
Jul 10, 2024
•
Hired on Thumbtack
Michael took the time to listen to my complex situation and provide thoughtful planning and insights. His manner is easy and thorough. I was so impressed with his personal and professional style that I requested to retain his services again in the future.
Accounting
Alex F.
Jul 2, 2024
•
Hired on Thumbtack
Michael is very professional and knowledgeable, furthermore he charges significantly less than the big accounting firms which makes him a great choice for small business owners.
I recommend 100%
Accounting
James Y.
May 29, 2024
Mike is a professional and his integrity cannot be matched. I would highly recommend this firm to those seeking financial management.
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Fees are based on the scope and complexity of services provided and are agreed upon in advance. Pricing and responsibilities are outlined in a written engagement letter prior to the commencement of services.
In limited circumstances, discounts may be available for senior citizens and military personnel, where appropriate and consistent with professional standards.
What is your typical process for working with a new customer?
Our process generally begins with an initial discussion to understand the prospective client’s needs. Based on that discussion, we outline the proposed scope of services and provide an estimated fee.
When applicable, services proceed only after a written engagement letter has been executed, allowing the client to make an informed decision before moving forward.
What education and/or training do you have that relates to your work?
Information regarding professional education, licensure, and relevant experience is available in this profile and on our website. Additional details may be provided upon request, consistent with professional disclosure standards.