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Leesburg Affordable Financial Services

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

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 108 reviews
  • 3 years in business
  • 194 hires on Thumbtack
  • Top pro on Thumbtack
Donald B.
Verified review

Jofi, was excellent! Top quality service and communication. His price was more competitive than more commercial tax companies, and his service and knowledge was twice as good. I hope to use his services again in the future for my tax needs.

  • 47 hires on Thumbtack
Leonnette H.
Verified review

I recently had the pleasure of working with Checkmate to move my property from my current location to a storage facility where I’m temporarily storing my items. The crew was extremely professional and efficient with great work ethic. They worked well together, were very friendly, arrived on time and completed the job very close to the estimated completion times, which is important when you are paying for services by the hour. When I reached out to Adrian, the owner, with requests and questions prior to the start of the job he was extremely responsive and helpful. They made an otherwise stressful task easy and affordable. I appreciate their work and intend to rehire them to complete the last portion of my move once my house is completed! Thank you again for your services!

Top Pro
Fi-Tech Business Solutions
4.9
from 36 reviews
  • 28 years in business
  • 112 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!

dleemobile
4.7
from 11 reviews
  • 21 years in business
  • 13 hires on Thumbtack
Samantha G.
Verified review

David did an excellent job. His services is affordable. He was professional and was on time. I was so happy with the work he did. I would highly recommend his services.

  • 12 years in business
  • 7 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.

Alton Dawsey
5.0
from 6 reviews
  • 4 hires on Thumbtack
JD S.
Verified review

Alton’s experience and advice greatly helped us to undersntand the impact of our current financial decisions. He guided my fiancé and I through making necessary and beneficial changes so that we could feel more secure about our financial future. We enjoyed talking to him and found his demeanor to be personable yet very professional.

AgarWood Capital
5.0
from 5 reviews
  • 2 years in business
  • 6 hires on Thumbtack
Joanie N.
Verified review

Working with Tom has been a great experience. He's helping me with financial advice/planning, debt management and retirement planning. Highly recommended!

  • New on Thumbtack
Chris B.
Verified review

Balanced Financial Solutions was very knowledgeable, prepared my tax return quickly, and charged a reasonable price. I wouldn't hesitate to use them again!

  • 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

Ghion Financial Services
5.0
from 2 reviews
  • 15 years in business
  • New on Thumbtack
John S.
Verified review

Ghion Tax has been preparing my taxes for years in Falls Church, VA. Mehari in particular is a very professional, very educated tax preparer. They always spend the extra time to ask me the questions that will guarantee that I maximize my return....topics that H&R Block would never even broach because of their cookie cutter corporate approach. I'm now saving at least $200 extra on each return! The first time you go to visit them, you will find it challenging to locate their office within a congested strip mall; however you will be pleased that you made the decision to put yourself through the hassle because the service is first rate.

  • New on Thumbtack
Joyce A.
Verified review

I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA

About

We specialize in educating people about living benefits, equity indexing, maximizing income and minimizing taxes.

  • 14 years in business
  • New on Thumbtack
About

We cater to your personal financial needs. Whether it is business, personal, nonprofit or home budgeting-we are here to get you on the right financial path.

About

We provide small business accounting and taxation services.

  • New on Thumbtack
About

I offer consulting in financial analysis, budget analysis, and research analysis. I am expert in Microsoft Suite and Access.

  • New on Thumbtack
About

I specialize in personal financial consulting, bookkeeping and tax preparation (1040, 1040A, 1040EZ and Schedule A, B, C, D and E).

  • New on Thumbtack
About

I am dedicated, efficient and an accurate with figures. I am loyal to my customers.

  • 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

My services include life and health insurance, retirement plans, college education plans, disability insurance, annuities, mortgage protection, and long-term care. I'm a certified senior financial advisor, tax consultant, and agency marketing director.

About

At Prime Tax & Financial Services, we believe that your trust is our success. We provide our client's quality services such as accounting, bookkeeping, financial statement preparation, and more!

About

We focus on helping our clients develop a holistic, cohesive financial strategy that fits their unique needs and helps them to meet both short- and long-term objectives. Contact Water Street Financial LLC today.

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