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Redmond Financial Advisors

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

Top Pro
  • 23 years in business
  • 33 hires on Thumbtack
  • Top pro on Thumbtack
William M.
Verified review

Very professional. Outstanding service. I WISH I would have found him to do my IRS negotiations. As it is he filed missing returns and I will use his services for my future returns. Consider this service for representing you to the IRS. Makes the other services seem like they are way overcharging; which they are.

Fortis Accounting Solutions
4.7
from 3 reviews
  • 1 hire on Thumbtack
Pritam D.
Verified review

Great experience in terms of a quick review of my current financial status and how I can take steps to reduce taxes (short term and long term).

About

Let me help you with your company's accounting and bookkeeping needs. I have enjoyed the accounting field for over 30 years, working with small- to mid-sized companies, doing everything from processing payroll to invoicing clients, generating vendor payments, calculating state and local tax quarterlies, and creating financial statements for your CPA. I can also help with cash flows, collections and end-of-year reconciliations. At this time I do not do personal or corporate tax returns. I would love to take those other bookkeeping chores off your hands so you can focus on sales!

Top Pro
  • 11 years in business
  • 21 hires on Thumbtack
  • Top pro on Thumbtack
Patricia D.
Verified review

Johannson Accounting & Tax Services has prepared my corporate tax returns for the past three years and I have been very pleased with the level of service I have received. Sam in highly knowledgeable, courteous and personable, and I am grateful for the amount of time he spent answering the number of business tax related questions I posed to him. All tax returns were completed promptly, and delivered in a professional, secure manner.

About

"Making sense of your retirement puzzle." As an investment advisor representative with independent broker/dealer KMS Financial, I can offer a broad range of retirement planning products to meet the unique needs of each of my valued clients. I strongly believe in the benefit of saving for retirement via tax-deferred vehicles like 401(k)s, 403(b)s, simple or SEP IRAs, as well as traditional and Roth IRAs, and feel compelled to clearly educate those benefits to the clients I'm fortunate to work with.

  • 7 years in business
  • New on Thumbtack
About

Whether you need assistance managing your business finances or building a personal portfolio, Jones & Sas CPAs is a comprehensive accounting solution. Our firm is a full-service CPA firm serving family-owned businesses and individuals. We are headquartered in Redmond, WA, and maintain a processing office in Sumner, WA. We provide audit and compliance services to credit unions and banks throughout Washington and the surrounding states. We also serve individuals, emerging businesses, high-tech start-ups, and many others with all their tax, accounting, and audit needs. We are dedicated to providing our clients with professional and personalized service. As a locally owned CPA firm, we pay close attention to the needs of our clients, and we are well-prepared to complete your tax, accounting or audit related projects in a timely and efficient manner.

  • New on Thumbtack
About

Cents of Peace takes great pride and pleasure in assisting you through the process of managing your monthly finances. Through continued collaboration with you, we will help you organize your personal finances, so you don't feel overwhelmed by life's challenges. Our goal is to help you come up with a system to free yourself from bad debt. We will help hold you accountable so that you can realistically reach your goals. We'll create and manage your budget, so all you have to do is put your money in the budgeted places.

About

Norris, Beggs & Simpson is a financial services company. We are a leader in commercial mortgage banking in the western United States. If you want us to finance a commercial real estate, give us a call now!

William H. Bratton CPA
4.3
from 6 reviews
  • 1 hire on Thumbtack
Dave H.
Verified review

I retained Bill's services when I received a notice from the IRS last year. It said I owed money from a property I neglected to include in my tax return due to a pending divorce. I had no idea which of the property my former spouse has acquired that generated the amount due with the IRS, but like a forensic accountant, Bill was able to figure out which property "owed" money and even better, came to the conclusion the IRS was in error. To me, that was a better result than anyone can hope for. Bill and his staff will be my "go to" accounting firm from now on. Bill is very, very adept at what he does and I feel extremely confident with his ability to handle all my financial dealings.

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 you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

About

I have been a pro in this industry with over 15 years of experience in accounting, tax, and business start up. I am here to walk you through each step as I meet your needs.

About

Welcome to Evans Capital Management, a full-service company that is specializing in retirement planning and estate conservation. We are committed to serving the insurance and financial needs of individuals and employers throughout the Pacific Northwest. Assistance with asset creation and preservation is our primary focus. Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan.

About

We are serving Seattle, WA and outlying areas. Roseann Pinciotto of Waddell Reed is offering the following services: * Financial planning * Investments * Retirement strategies * Estate planning and insurance * Annuities These services are to help clients reach their financial goals.

  • New on Thumbtack
About

Serving Bothell, WA and the outlying areas, Kurt Wanner of Crosswind Advisors is offering the following services: * Investments * Financial Planning * Insurance * Retirement Planning * Tax Planning * Risk Management * Estate Planning

Ruiz Investments LLP
4.5
from 11 reviews
  • 13 years in business
  • 20 hires on Thumbtack
Mary B.
Verified review

We found Mr. Ruiz to be friendly, cordial, and very helpful. We also liked that he comes to your home. Both my husband and I will use his services again in 2018. Sincerely, MARY BROWN

Hire skilled professionals for absolutely everything.