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Your Financial Solutions, LLC

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About
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

Business hours

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Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews
5.0

1 review

5

100%

4

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pro avatar
Karen L.

Sep 1, 2016

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
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