Futurity Capital LLC

Purcellville, VA

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About this pro

How does your business stand out?

As a CFP professional, I have the education, training and experience to truly help individuals with their finances. Since we are fee-only, we do not sell any products to our clients.

What do you enjoy about the work you do?

Helping clients achieve a secure financial future!

Location

Purcellville, VA 20132

Years in business

10

Number of employees

2

Times hired on Thumbtack

19

Reviews

12 Reviews
  • Chris O. Mar 30, 2017
    Individual Tax Preparation
    Verified Review
    Tanina and Futurity Capital LLC have far exceeded any/all of my expectations for my tax preparation needs. I would highly recommend her to anyone!
  • Ben D. Mar 29, 2017
    Individual Tax Preparation
    Verified Review
    Exceeded expectations, will be a client from now on!
    I came to Futurity Capital with several years of back taxes to file, dreading the process and being a bit...disorganized. I found Tanina to be patient, focused, and reassuring as she guided me through what documentation I'd need to submit. She prepared my submissions, explained what filing action I would need to take to get it into the right hands, and did it all quickly, knowledgeably, and with grace and genuine concern for my best outcome. My highest recommendation is return business, and Futurity Capital will be preparing my taxes this year and every year to come.
  • Christina S. Nov 13, 2015
    Individual Tax Preparation
    Verified Review
    Tanina knows what she's doing , she listens and above all she's kind . I went in to my appointment with her very nervous . I came out knowing my tax situation is in good hands and I need not worry. LOVE her !!
  • Amy S. Apr 7, 2015
    Individual Tax Preparation
    Verified Review
    Tanina completed my tax filings in a short amount of time while pointing out all the available credits associated with my consulting business. I will definitely use her services in the future!
  • Nancy U. Apr 3, 2015
    Individual Tax Preparation
    Verified Review
    I found that Tanina is very knowledgeable and experienced. She is thorough and efficient. I was impressed by her graciousness and her ability to communicate well.
  • Candice M. Mar 21, 2015
    Individual Tax Preparation
    Verified Review
    Tanina is Absolutely AWESOME!!! I was searching for a couple of years to find someone to do my taxes, and ended up having to settle year after year....No More!!! My search has ended with Mrs. Tanina Linden and Futurity Capital LLC, She goes above and beyond to ensure that your information is complete, and filed correctly, she cares, and that is extremely rare, I am beyond Happy and Ecstatic, and plan on returning Next Year, for 2015, and the year after that for 2016, and so on and so. Thank you for a Lovely, Awesomely, Amazing job...Thank You for listening and caring, I am glad I had a chance to meet you!
  • Roy B. Mar 13, 2015
    Individual Tax Preparation
    Verified Review
    WORKING with Tanina was a great experience. She is knowledgeable and was willing to work around our schedules. Very professional. A pleasure to work with.
  • Michael K. Mar 3, 2015
    Tanina is a true professional. I knew after she did my taxes last year that she'd have another life-long client. She identifies everything I've got coming while never even coming close to toeing the line of ethical boundaries. TurboTax will never see another dime from me!
  • Reza M. Feb 25, 2015
    Individual Tax Preparation
    Verified Review
    Tanina is very professional & supportive! She goes out of her way to meet & exceed your expectations!
  • Deirdre S. Jul 11, 2014
    I would highly recommend Tanina Linden’s services! She did my 2013 taxes which, since I started my own business in 2013, were more complicated than prior years and needed the services of a professional. I had three folders of papers and receipts with many itemized deductions. She was impeccably thorough and took care of everything for me, including electronically filing and electronically paying my state and federal taxes. I didn’t have to write checks or mail anything. If you are looking for a stressless tax season and wise financial planning advice, contact Tanina Linden at Futurity Capital.
  • Cyndi L. Jul 8, 2014
    Tanina was very thorough and the consummate professional while working with us to complete our taxes. She not only completed our taxes but provided supporting documents and materials to help us understand complex tax issues affecting us as newlyweds. She's a great choice to assist you complete taxes and discuss financial planning.
  • Mary D. Jul 8, 2014
    Taninia is extremely professional and very comfortable/easy to work with. I had lots of questions as our tax return was a little complicated. Tanaina consutled with other colleagues to ensure accuracy.. and I was never rushed! Very thorough and detailed.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?
The cost of any services is agreed to and a contract signed prior to any work undertaken - there are no surprises!
What education and/or training do you have that relates to your work?
As a CFP professional, we are required to obtain 30 CE credits per year. I am also studying to become an Enrolled Agent (IRS designation) as well.
How did you get started doing this type of work?
I have always worked in finance - now I have the added benefit of being to help people as well.
What types of customers have you worked with?
Tax return preparation and tax planning Education planning Budgeting and spending plans Retirement planning Investments
What advice would you give a customer looking to hire a provider in your area of work?
Check their credentials at FINRA and on the CFP Board of Standards websites
What questions should customers think through before talking to professionals about their project?
That legally you must be a registered investment advisor to provide ANY investment or financial planning services.