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Browse these family financial services with great ratings from Thumbtack customers in Vancouver.
Collaborative Business Solutions has been a great partner for all my financial needs. They sit down and discuss what's going on with my business and what I need. They've been very professional and easy to work with. I'd recommend them to anyone.
Robert at 1st Street Tax Service did my taxes in no time and saved me over $600 dollars as well! Very excited to have found him on Thumbtack and will use him again for 2016 taxes.
Kevin Minkoff has provided excellent service, advice and financial guidance over the past 15 years I have known him and used his accounting firm. We have operated several business and needed quality advice. We got that every time. We needed tax filing and Kevin has completed the task each year and saved us a lot of money over the years. He has always been ahead of the pack in knowledge, research of latest tax benefits and models. His staff has also been excellent in followup to questions and concerns. I recommend Kevin for your accounting and business tax concerns.
Yuliya was an excellent resource for my tax preparation needs - she was so kind and knowledgeable and explained the process in detail and made sure to answer all our questions. She found us plenty of savings and we will definitely be using her services in the future. Highly recommended!
Professional Accounting staff can help any business prepare a highly reliable and accurate set of financial books. As a result we spent less time on tax preparation and taxes during the last tax season. Haitham who is the general manager of PA, LLC is a very experienced and senior accountant. He listens to his customer's business needs and prepares a solutions that meets a small time operation's budget. I have been pleased with his performance and what he has done for my business, and wouldn't hesitate to recommend him.
Working with Jeremiah has been very pleasurable. He is easy to talk with and understands questions I present. His focus is to provide for me the best financial plan possible that works the way I want it to. There has never been a push to get me into any situation I am uncomfortable with. I really enjoy working with this highly professional individual, and recommend his services to anyone looking for a financial advisor for the first time, or changing for a better experience.
We are just beginning to work on our budget.
Haitham is very presentable, accessible, friendly, on top of his work, and works with passion. He's handling our family business's bookkeeping since almost a year. We're happy from the quality or service he provides us and will definitely recommend him to anybody..
We routinely save our clients money, whether it being saving them on a large tax bill, or reducing their tax liability. We offer a wide variety of options for our clients to work with us. We understand our clients lead busy and active lives. You can have your taxes completed without having to come into the firm, and all with the personal and direct communication of our full-time staff. We use high tech scanners, advanced software, 4 monitor work stations, all to help satisfy the changing needs of our clients.
I have 25 years of home building and development, financial modeling, budgeting and business plans. I work with real estate owners to develop specific cash forecasts.
Insurance and annuities, Financial Planning,Retirement Planning
We offer financial advisory services for the following: * Investments * Retirement Planning * Estate Planning * Stock Options * Portfolio Construction * Small Business
We have over 30 years of financial and systems experience specializing in helping small businesses. We provide the following services: * Contract CFO * Project Management * System Implementation We also provide business plan services; we work directly with your lender in acquiring loans, and we provide monthly financial statement services.
Getting to know each individual and business is what makes this as a great career.
I'm a young, yet experienced Certified Public Accountant (CPA). I have a master's degree in financial analysis from Portland State University and a Bachelors degree in accounting from Eastern Oregon University. I've been working within the accounting/finance industry for over 5 years and have recently started providing financial consulting services. These services include bookkeeping, internal control design, financial analysis, and tax preparation. If you are looking for exceptional services at a great price, you are in the right place.
I help businesses with financial services such as money transfers, bills payment, phone top ups, money orders, prepaid cards, check cashing systems, and general business services such as e-mails, faxes systems and the internet. I am also bilingual and bicultural in Spanish. Thus, I interpret and provide business documents in English and Spanish.
Mansur Financial is an independent financial advising that specializes in investing, financial and retirement planning, college savings and insurance. We take the time to get to know our clients in order to provide the best service possible. Our goal is not to push specific productions on clients but to listen to our clients goals and dreams and then to suggest ways to achieve those goals and dreams.
For sound financial health, it takes in-depth analysis. It takes careful planning. It takes solutions, tailored to meet your unique requirements. At Lincoln Financial Advisors, we employ a disciplined, structured approach to planning which, by design, ensures that we incorporate all of your needs, goals and objectives in developing a plan that's appropriate for you.
Serving Vancouver, WA, and outlying area, Angela Dockum of Waddell & Reed is offering the following services not limited to: * Long-Term Care * Financial Education * Financial Advisor * Life Insurance * Retirement Planning
Alan Benson is a certified financial planner (TM) and practitioner with Lincoln Financial Advisors. He provides comprehensive financial planning, investment management, estate planning, business succession and insurance services to his individual and business clients. Alan takes a holistic financial planning approach to identifying and solving his clients' needs. Alan works with successful individuals, families, retirees and business owners. Choosing a financial planner may be one of the most important decisions people make for themselves and their loved ones. As a CFP(R) certified, Alan has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP (R) certification process that includes demanding education, examination, experience and ethical requirements.
We offer the following: financial planning, registered investment advice, retirement planning, estate planning, 401k plan setup, and financial advice.