Sugar Land, TX
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Sugar Land Family Financial Services

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

KLSM CPA Firm
4.8
from 21 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 !

Top Pro
Greenway Tax Advisors, LLC
4.9
from 17 reviews
  • 8 years in business
  • 187 hires on Thumbtack
  • Top pro on Thumbtack
Relley A.
Verified review

Tax filing services. Absolutely professional and knowledgeable.

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

Completed my tax work and advised me on financial tax planning for next year. She was able to handle everything remotely, very convenient and knowledgeable.

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.

  • 5 years in business
  • 15 hires on Thumbtack
Rodger B.
Verified review

I have no need to go into all the details. I'm satisfied with the the work and the communications that Mr Charles Dunlap is providing. Thank you R. C. Brown CB"S We Can Do That!

ICEOSUPPORT
5.0
from 7 reviews
  • 17 years in business
  • 2 hires on Thumbtack
Bernardo M.
Verified review

I have known Jehu Castellano for over ten years and he is one of the most thorough financial professionals I have worked with. Besides being my direct report at a former job, Jehu has also provided valuable FP&A work at my current employer as a services finance contractor. He helped us revamp our financial reporting and system capabilities, saving us one day in our month-end close which generated substantial savings for our organization. We are in the process of upgrading our ERP system and we will definitely consider Jehu’s support for this upcoming project.

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.

  • 3 years in business
  • 1 hire on Thumbtack
Thumbtack Customer
Verified review

I'm completely satisfied with the level of professionalism, expertise, and overall experience that Cedrick brings to the table. I'm looking forward to growth with him as a business man and family man. Awesome guy!

G & T Financial Group
5.0
from 1 review
  • New on Thumbtack
About

The WFG Difference At World Financial Group (WFG), your goals and dreams matter to us. We understand that financial challenges can make it harder to achieve your goals, but we can provide the assistance you need to reach them. We believe your financial success, no matter your current situation or economic status, is achievable. We will walk alongside you in your journey to financial success, helping you assess your situation, understand how money works, and find the products and services that can best fit your needs.

  • 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.

Financial Planing
5.0
from 1 review
  • 1 hire on Thumbtack
Lolita L.
Verified review

I found the right way to manage my money!

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.

  • 38 years in business
  • New on Thumbtack
About

Financial Planning, College Planning, Final Expense

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

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.

  • 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

With over 20 years of accounting and finance experience, JSM Financial Services is committed to providing excellent and accurate services to individuals and businesses. It is our job to expedite your financial control by building solid, personalized company reporting. If you require accurate, reliable and dependable bookkeeping, JSM Financial Services is here to serve you. "Part time services - full time impact"

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.

  • New on Thumbtack
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 by providing you with sound financial information, you will be better able to identify your goals and make good sound decisions. Please call us if you have any questions about our firm or the range of financial products and services we provide.

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