Solberg Financial

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Review Summary

Exceptional 5.0

(11 reviews)

Customers say this pro provides excellent, thorough, and affordable tax services, often completing work quickly with excellent communication. They appreciate the pro's knowledge, friendliness, and ability to handle various business needs. Customers also report that the pro makes complex processes simple and offers valuable guidance.

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Introduction

Hi, my name is Robert and I offer bookkeeping, tax, and consulting to individuals and small businesses. I am a firm believer of service before the dollar.

Overview

Hired 2 times

Background checked

License verified

2 employees

2 years in business

Payment methods

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Social media

Facebook, Instagram

Featured Projects

2 photos

Reviews

Exceptional 5.0

11 reviews

5

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Read reviews that mention:

Thumbtack Customer

Sep 27, 2023

·

From Google

Stop searching! You've found the accountant of your dreams!Robert is the easiest accountant I've ever worked with. Taxes, payroll, budgets he handles it all effortlessly, making my life 10 times simpler.I wholeheartedly recommend him for your small business needs. He's not just an accountant; he's an amazing mentor who's helped me grow my business every quarter.

Solberg Financial's reply

Thank you, sir! I am certainly glad that we have connected and look forward to continuing to grow together!

Beth A.

Jun 9, 2024

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Hired on Thumbtack

I was in a bind and needed my taxes done ASAP - like in 2 days. Robert said he would do his best to meet my deadline. Solberg Financial did not disappoint. He completed my taxes including a sole proprietorship and an LLC. Not only was he fast, he provided excellent service. He was knowledgeable, personable, and affordable. I know where to go next time I need a CPA.

Accounting

Thumbtack Customer

Mar 12, 2024

·

From Google

Solberg Financial and specifically Rob are exceptional to work with for our business and personal needs. There is consistently prompt, accurate, and helpful responses anytime an inquiry is made. Solberg Financial ensures timely filling and helps to establish systems which confirm information is easily captured and we are able to maintain the highest level of compliance. I would highly recommend Solberg Financial as they consistently deliver an exceptional experience and service. Thank you Rob!

Thumbtack Customer

Oct 9, 2023

·

From Google

Rob is wonderful. He has helped my parents with their business and is now helping me to set up an LLC. He makes things very simple. Highly recommend! :)

Solberg Financial's reply

Always glad to help, thank you Kayli!

Thumbtack Customer

Sep 27, 2023

·

From Google

Robert helped us establish our LLC and EIN number for our taxs. He is kept in communication with us. Walked step by step with us what was going to happen. Definitely recommend him.

Solberg Financial's reply

Thank you, Laurie! It has been my pleasure to help you set up your company and support you along the way!

Credentials

License

License Type: CPA - Certified Public Accountant (TX)

License verified on 5/15/2024

Background Check

Robert Solberg

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I am fair and promise no surprise billings!
What is your typical process for working with a new customer?
First, we will have an consultation to determine if we are the right fit. Should we move forward, I will provide a engagement letter explaining the scope of work. My clients are always welcome to send me a text or give me a call with a question - I don't track this time and therefore don't charge for it!
What education and/or training do you have that relates to your work?
I have a bachelors degree in accounting and have my CPA license. I have been in business for over 25 years managing nearly 60 employees and multiple office locations. After we sold our insurance agencies, I decided to go back to my roots as a CPA.

Solberg Financial

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