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Newport Financial Planners

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

NGG Tax Group, Inc
4.8
from 68 reviews
  • 13 years in business
  • 93 hires on Thumbtack
Jennifer B.
Verified review

Nicole is a lifesaver! I received a letter from the state regarding my 2011 taxes, and when I tried to resolve it myself the state made me cry. They were horrible! Finally, I found Nicole, after a Google search for tax preparers in my area led me to Thumbtack. Unlike her competitors, Nicole did not just provide me a blind quote to do my current year's tax returns. She emailed me a questionnaire, which I completed, and then she quoted me a price. I knew that if she was going to be that thorough about providing me a quote, then she would do a thorough job on my returns. In addition to my current returns, I also needed help with a 2011 state tax issue. While handling the state issue for me, Nicole found a federal one too, and she prepared both amended returns, as well as both of this current year's tax returns. My tax returns are complicated because they involve dividends and self employment income, so having to amend and prepare them is no easy task. Whenever I had a question I just emailed Nicole and she usually emailed me back within the hour, but always the same day, which is amazing during the tax season. Day or night she was always easily accessible both by email or by appointment. I didn't have to take personal time from my job to get my taxes done, which was a huge bonus! Nicole was also very compassionate both about the reason surrounding my past tax issue and my current financial situation. She provides added value to her service by maintaining a vested interest in saving her clients from paying excessive fees and penalties whenever possible; as she says there are no guarantees. The point is that she is not afraid to advocate for her clients. My state tax issue caused me months of anxiety; Nicole made that disappear with a few phone calls and an amended return. Now I can move on with my life and not worry about the state lurking around in the shadows. Oh and the best part - Nicole will keep all of your tax returns and supporting documents for 7 years and her clients can access their information on a secure electronic portal. For someone like me who isn't great about keeping their documentation, this is an immense added value to Nicole's service. See you next year Nicole!

  • 3 years in business
  • 5 hires on Thumbtack
Juan P.
Verified review

I have owned my restaurant for several years now. Being a Chef and owning a small business are completely different things. One really has to make decisions from marketing to menu to types of ingredients and to the type of POS system. Since I opened the restaurant, it has done incredibly well. First two years were great for business. However as the business grew so did our operational challenges. We would have sales people come in and sell us solutions that were needed but would create unnecessary expenses. We had an accountant for several years and it was good while we were relatively small. After our third year we started running into issues with Meals Tax, casflow issue, employee turnover etc… Finances just did not make sense. How was it possible to have a one of best restaurants in town and still entertain persistent issues? Finally I made appointment with several CPAs. Although they were all educationally qualified, Amit Johar EA was had a much better approach out of everyone. He spent several hours with me pouring through our financial documents, doing forensic analysis and showed me the connectivity between me and my business. Once we agreed on the set of challenges we mutually developed a plan of action that was operationally sound and tax smart. The plan entailed my vision of the restaurant backing it up with numbers. Its was sort of roadmap. Fourth month after hiring him we are starting to get ahead. One by one all issues are normalizing and finally I have control over my business. What Amit provides a small business owner is “Fourtune 500 Company’s capability” for pennies. As a chef I always buy the best ingredients for my customers. For a restaurant owner Amit Johar is the Best ingredient for their restaurant.

Keith R. Clark, CPA
5.0
from 11 reviews
  • 10 years in business
  • 2 hires on Thumbtack
Bill K.
Verified review

My tax situation is complicated. Keith has been able to consistently bring ideas to the table to help reduce my liabilities. He has also helped me with my financial planning. He is truly a brilliant CPA

Brian Rocha, CFP(R)
5.0
from 2 reviews
    Shaun F.
    Verified review

    Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.

    • 42 years in business
    Kathy M.
    Verified review

    Great company. These guys really know their stuff.

    • 1 year in business
    • 1 hire on Thumbtack
    About

    Provide Fee-Only Comprehensive Financial Planning to assist people in making better financial decisions and leading to a more secure financial life.

    • 40 years in business
    About

    AAAAAAALALALALALALALALALALALALASLALSALLXSLLSLSLSLLL

    About

    Our services include the following: * Life insurance * Biweekly mortgage payments * Annuities * Disabilities * Taxes Bala Financial Services can provide most financial needs. The goal is to build a road map for the clients for a better future for the entire family and eliminate worries.

    About

    I offer a full array of products and services from over 80 companies to help you through life's challenges and achieve financial freedom.

    About

    We are serving New London, CT and the outlying areas. Thomas Crawford of The Financial Workshop, Inc. is offering (but are not limited to) the following services: * insurance * investing * retirement * estate planning * wealth preservation

    About

    I offer in home-consultations free of charge. Matters of financial importance or family security are much easier discussed in the comfort and privacy of your own home.

    About

    We are independent and fee-only. Many financial advisors are compensated through the sale of financial products which results in a conflict of interest. We have the ability to recommend what is in the client's best interest. We also counsel on all areas of your financial life while others may only focus on investing which is only a piece of the financial puzzle.

    About

    Retirement questions are answered. I help individuals and small business owners with their retirement challenges and answering their preretirement and postretirement income questions. Utilizing individual analysis, each plan is structured to the desired income needs.

    About

    Victor G. Moffitt d/b/a Moffitt & Associates, LLC was established in August, 2001. We are independent advisors, so we are able to make the best decisions for our valued clients. We offer specialized and customized service to each of our clients. Please call our office to set up a complimentary initial consultation or visit our website for more information about our company.

    About

    Serving Wakefield, RI, and surrounding areas, Larry Mchugh of Westwind Financial is offering the following services, but not limited to, financial advising, retirement planning, investing, estate planning and life insurance.

    About

    We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by providing our sound financial information.

    About

    High quality, professional and experience masonary work.

    • 20 years in business
    About

    Helping families become properly protected, debt free, financially independent and how to increase their cash flow and doing it free of charge to my clients.

    About

    Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance

    About

    As an independent, fee-only financial advisor, I have no quotas, proprietary products, or sales agendas to meet. I work directly for my clients, in their best interests. As a Registered Investment Advisor, I am required by law to act in a fiduciary capacity for my clients, versus the lower standards required of a brokerage firm employee.

    • 41 years in business
    About

    We teach people the basic principles of how money works. It slows down the process, but our track record shows that by doing so, our clients can make informed decisions about how to manage their finances. And the best part, it's all for free!

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