Your Financial Solutions, LLC
Introduction: I am a sole practitioner certified public accountant.
Your Financial Solutions offers the following services:
* Tax preparation services - individual, corporate (S and C), partnerships and fiduciary (Form 1041)
* Tax planning services - estimating tax liability and researching tax options for business transactions
* Personal financial planning
* Nonprofits - audits, reviews and compilation of financial statements
* Internal control consultations
* Consulting on accounting processes and procedures (including QuickBooks setup and optimization)
Overview
Hired 2 times
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Reviews
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Karen L.
Sep 1, 2016
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Hired on Thumbtack
Hired on Thumbtack
I needed my 2014 and 2015 taxes prepared because they were too complex for me to do because of a rental unit with losses. I got an initial Thumbtack offer with an estimate based on the particular forms and schedules needed. I selected Valerie and had an interview to go over my records. She sent me a few follow-up questions via email and researched issues that needed clarification. We went over each section in detail upon completion and she provided me with a final report analyzing my tax situation and things to consider going forward, as well as my completed tax forms. I would recommend her to anyone but especially those like me with little confidence in their own ability to do complex returns. I will definitely use her tax services again.
Individual Tax Preparation