Fairfax, VA24 family financial services near you

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Fairfax Family Financial Services

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 107 reviews
  • 3 years in business
  • 191 hires on Thumbtack
  • Top pro on Thumbtack
Charlyn S.
Verified review

Jofi is amazing and thorough. I look forward to hiring him for my tax services in the future.

Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 97 hires on Thumbtack
Chinedu I.
Verified review

As a new business start up I needed a CPA firm to help set up my books and handle my IRS filings, and I was referred OH Partners CPA. They did an excellent job in setting up and my books and bringing my taxes up to date in a very timely manner. I have had very easy access to them and they return my calls promptly and communicate in a courteous manner. They have also been very helpful in working with my bank to meet my financial reporting requirements by providing accurate financial statements to the bank for my line of credit.

Top Pro
Fi-Tech Business Solutions
4.9
from 36 reviews
  • 28 years in business
  • 111 hires on Thumbtack
  • Top pro on Thumbtack
Loretta G.
Verified review

We needed our personal and business taxes completed. Serena of Fi-Tec Business Solutions is a wonderful fit for my family and our business. Serena is professional, prompt and the interview process was a snap. Serena is knowledgeable and a delight to work with. I look forward to a long and healthy relationship. Thanks Thumbtack!

  • 30 hires on Thumbtack
James B.
Verified review

Absolutely amazing moving company! I was worried no one would take such a small job on short notice. However Adrian of Checkmate Professional Services came to our rescue. Adrian arrived 5 minutes early with all of his equipment. He was very professional and asked questions to make sure he was doing everything to our specifications. He helped us move and setup a 350lb outdoor fountain. My wife and I are very grateful for his company. We highly recommend them.

  • 21 years in business
  • 34 hires on Thumbtack
Bill G.
Verified review

My previous account made me feel like I was bothering him every time I contacted him for an issue that related to my growing business. Jason is a refreshing change in his ability to answer a question directly and his ability to see the long term ramifications of tax planning, while not making me feel like I am imposing on him. His guidance through some pretty tricky tax issues as I transitioned from an LLC to an Scorp has made me feel confident in his knowledge of tax law and financial planning. I would recommend Jason if you have a small business or even a simple tax situation, he makes you feel like he values you as a client.

JKooper Financial Services
5.0
from 9 reviews
  • 21 years in business
  • 11 hires on Thumbtack
Linn R.
Verified review

JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.

Sera Capital
5.0
from 6 reviews
  • 28 years in business
  • New on Thumbtack
Jon F.
Verified review

Working with Carlos is very different from the cookie cutter Edward Jones/HSBC/big broker advisory experience. My family and I are very lucky to have been able to work with him. It gives me great peace of mind to have a manager of his caliber and also know that my children will be able to work with his son after I'm gone.

Alton Dawsey
5.0
from 6 reviews
  • 4 hires on Thumbtack
Diana B.
Verified review

Alton is extremely knowledgeable, honest and patient. My husband and I became parents and were in desperate need of financial guidance. Alton gave us a step by step plan that has given us confidence that we are on the right path towards building a solid financial future for our family. He is very professional and always available to answer your questions. I strongly recommend Alton.

Business Help, Inc.
4.7
from 6 reviews
  • 23 years in business
  • 5 hires on Thumbtack
Giselle P.
Verified review

Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.

  • 8 years in business
  • 3 hires on Thumbtack
Halima G.
Verified review

I like many other people thought that our financial problems were due to a lack of finances, but working with IFS Consulting Group I found out that money wasn't our problem. Thanks to the honest no nonsense approach Mr. Smith demonstrated, my husband & I learned that lack of discipline, not lack of money was our problem. His expertise, wisdom, and exceptional insight has helped us get on the right track financially and help our family get on one accord with our money. There's probably no amount of money that could show just how much IFS Consulting Group has meant to our family. Thanks, Mr. Smith....for everything!!!

  • 12 years in business
  • 5 hires on Thumbtack
VARIAN P.
Verified review

Unifirst Financial & Tax Resources has been serving clients, including myself, since 2006. For eight years now, I have always come out as an educated taxpayer every tax season. I had trusted Unifirst to handle my financial plans as well, including my current college funding needs.

  • 9 years in business
  • 4 hires on Thumbtack
Renee D.
Verified review

I recently hired Luramon Jean Pierre, CPA, CMA to assist me with a variety of projects related to financial projections for my business start-up as well as completion and filing of my taxes. Mr. Pierre’s quality of work and customer service and satisfaction is ranked well above average. He is very knowledgeable and professional and he made sure that at each step and through each project, he understood my whole financial picture and was able to provide a detailed explanation of each process and the reasoning to support the explanations. He is very passionate about what he does and it is reflected in the projects that he produces. Mr. Pierre removed the high anxiety level that existed due to my anticipation of my personal tax outcome and how my financial projections for presentation of my business to lenders. He is very patient and flexible and takes his time to understand his customer needs. I would recommend Luramon Jean Pierre, CPA, CMA to anyone and everyone seeking the assistance of an extraordinary professional who handles financial situations with great ease on a personal or business level. Mr. Pierre transformed my vision and a complex tax situation into something that I can manage. I give Luramon Jean Pierre, CPA, CMA *****5 stars for his work ethic and his whole approach to his customers and meeting their needs. Dr. RD

Accurate CPA Services
5.0
from 2 reviews
  • 7 years in business
  • 2 hires on Thumbtack
Michelle C.
Verified review

Accurate CPA services has been doing my business accounting for the past 3 years. I am very happy with the work they do. I highly recommend this service.

Douglas and Associates, LLC
5.0
from 2 reviews
  • New on Thumbtack
Michele R.
Verified review

I am more than pleased with the services I have received from Douglas & Associates. They have been doing my taxes for over 20 years and I wouldn't have it any other way. Professional, knowledgeable, helpful, accurate and most of all timely. I've referred them to several others and will continue to do so. It's comforting to know that your taxes are being handled properly. I look forward to working with Douglas & Associates every February; it's always a happy new tax year for me and my family. Always!

Digits Consulting LLC
5.0
from 1 review
  • 3 hires on Thumbtack
Nick G.
Verified review

I had a great experience working with Hardik on my family taxes for 2018. We submitted the project on Thumbtack and Hardik was very responsive to all of my questions before deciding to move forward with him. I really appreciated the advice he provided prior to selecting him compared to other's who wanted a commitment before helping out. We processed the entire transaction over the phone & through email which made things very convenient for me & my wife's crazy work schedules. I would recommend him to friends & family.

KCL Financial Services
5.0
from 1 review
  • 11 years in business
  • 2 hires on Thumbtack
Betty B.
Verified review

Amazing company highly recommend

  • New on Thumbtack
Sylvia N.
Verified review

We do much phone talking which is better than emailing all the time especially what has been going on this past year

About

We provide small business accounting and taxation services.

  • New on Thumbtack
About

I provide tax service for individuals and businesses, for federal and all states. I provide financial coaching and planning on a fee basis, not commission. I specialize in federal employee tax and financial planning.

  • New on Thumbtack
About

Educates and provides plan in their financial goal

  • 14 years in business
  • New on Thumbtack
About

Dave Ramsey's SmartVestor Pro and independent financial planner and advisor- we stand only for objective advice and help in our community

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