Sugar Land, TX21 affordable financial services near you

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Sugar Land Affordable Financial Services

Browse these affordable financial services with great ratings from Thumbtack customers in Sugar Land.

KLSM CPA Firm
4.8
from 22 reviews
  • 4 years in business
  • 51 hires on Thumbtack
Erin M.
Verified review

This was the first time I've ever paid to have my taxes prepared and it was well worth it. The services provided by this firm were affordable and working with Krystin was so easy. I never once had to ask what the status of my return was - She was very communicative and prompt. She answered what questions I had and I truly feel like she had my best interest at heart taking time to go over details to ensure my maximum refund. The portal she used to load files and guide the process was also a neat tool. I highly recommend KLSM CPA for their services.

Top Pro
Naresh Setlur CPA, CGMA
5.0
from 19 reviews
  • 27 years in business
  • 25 hires on Thumbtack
  • Top pro on Thumbtack
Johnathan W.
Verified review

Naresh is very down to earth and is very concise with explaining how he can help you . He seeks to understand your needs and is passionate about ensuring your success within your business. I would recommend Naresh to anyone that is acquiring a business or is in need of financial services for their business. Thank You Naresh !

M. Angela Morales, CPA
5.0
from 8 reviews
  • 6 years in business
  • 15 hires on Thumbtack
Beatriz Q.
Verified review

Great service, she explained the whole process in a friendly professional manner, did excellent job. We plan on coming back to her from now on for sure! Reasonable price. Plus I highly recommend her services! *She prepared our 1099s, and will be doing our LLC + prepare our Business & Personal 2017 taxes*.

  • 5 years in business
  • 16 hires on Thumbtack
Tyler P.
Verified review

Very prompt. Excellent pricing. They get our business and understand the stage that we are in. I am excited to have began this working relationship and looking forward to continuing with it

SAFCA Financial Service
4.8
from 5 reviews
  • 9 hires on Thumbtack
Ali H.
Verified review

Based on my experience so far, Mr. Madha has a great personality. We expect him to streamline our accounting and tax matters. He has started working on it right away. He is prompt in getting back to us when needed. I believe he would be an asset to our team.

Markiewicz Financial Group
5.0
from 4 reviews
  • 5 years in business
  • 3 hires on Thumbtack
Megan D.
Verified review

Mike was great to work with. He is very knowledgable for being so young. I would definitely recommend his services to others.

  • 3 years in business
  • New on Thumbtack
Theresa S.
Verified review

They are great!!! They have helped me in more ways than I could have imagined. I spend NO time on billing or paying bills and all of my time actually managing and growing my business. I am so glad I contacted Affordable Accounting Services.

Primerica
4.5
from 2 reviews
  • New on Thumbtack
Chris R.
Verified review

Jacqueline not only helped me properly protect my family but also helped me get my investment portfolio started through the many services Primerica offers. In addition the policy options she gave us were at an amazing competiré price. I made sure to refer her to my freinds and family, such a great experience.

Personal Financial Planing
4.5
from 2 reviews
  • 1 hire on Thumbtack
Sabrina M.
Verified review

Very attentive and helpful person. She’s honest and very friendly.

  • 6 years in business
  • New on Thumbtack
Orlando G.
Verified review

Working with De Leon Financial Service has been a wonderful experience. I highly recommend them for anyone looking get their accounts cleaned up! Loree did an exceptional job explaining all my financials to me. Thank you De Leon Financial Service. Definitely staying with this company.

  • 2 years in business
  • New on Thumbtack
Robert R.
Verified review

Very intelligent young man. Built a website for me a while back. Would definitely recommend

About

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

About

MWG tax professionals specialize in Maximizing all client tax refund. We educate consumers how to take advantage of tax deductions. We offer Home-Based businesses, notary service and wills and trust.

About

We offer all of the following: Bookkeeping setup and installation, plus, Accounts receivable setup and assistance. Accounts payable setup and assistance. Payroll setup & assistance. Weekly, monthly or quarterly bookkeeping review & maintenance. Quarterly payroll tax returns – fulfill all federal and state filing requirements. Tax Returns:Business – Partnership, C-Corp, S-CorpPersonal – Individual,  Sole proprietorship's, rentals – federal & all states. Sales & use tax returns. Taxing agency correspondence - handle all audits, requests for information or disputes

  • 38 years in business
  • New on Thumbtack
About

Financial Planning, College Planning, Final Expense

  • New on Thumbtack
About

I offer financial guide and resources for business and individuals. I do home refinancing and retirement planning, personal finance, credit card, and business loans.

  • New on Thumbtack
About

Financial Advisor, Investment Advisor, Life Insurance

About

As one Houston, Texas's recognized independent investment advisory firms, Financial Group assists clients in achieving life goals through business and personal wealth building and financial planning. The best way to attain a prosperous financial future is to plan for it. Our team closely works with you to address your long- and short-term needs, including planning, investments, retirement and estate. Our usual client is one who has no interest, no time, or no knowledge that would allow him to chart his own financial path. Whether you need investment management advice or comprehensive financial guidance, the combined experience of our financial planners can help you achieve your goals. When what's at stake is your family's legacy, there is no substitute for professional counsel that is scrupulously objective, reasoned and rational. We can develop a custom plan, incorporating your time horizons and risk tolerances to help you meet your goals. The best advisors understand not just the intricacies of investment vehicles and the markets, but something every bit as valuable; they understand how hard it can be for people to consider the future, make hard choices and accept risks. The resulting roadmap includes a time frame and recommendations for implementation. To generate a clear course of action, we address any concerns and answer all queries.

About

I can do bookkeeping, financial statements and tax return of all kinds, example individual, partnership, corporation and returns.

  • 10 years in business
  • New on Thumbtack
About

I have been told I explain about investing in an easy to understand way and I do not put pressure on you to invest in anything you are not ready to invest in.

About

Customized to individual travel and investment needs.

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