Lock~Spiot Tax & Financial Services

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Introduction

We offer complete tax services, to include individual returns, partnership, S corporations, corporations and trust. Staff members include a registered QuickBooks Advisor and two (2) CPAs. Also, we offer, through association with a financial planning firm, long-term investment alternative to include the following: * full brokerage services * real estate investment trust (REIT) * annuities * life insurance products

Overview

Hired 13 times

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Reviews

Customers rated this pro highly for work quality, professionalism, and value.

Exceptional 5.0

5 reviews

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Sarah L.

Apr 7, 2015

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Hired on Thumbtack

Individual Tax Preparation

Grant G.

May 9, 2018

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Hired on Thumbtack

Individual Tax Preparation

Molly M.

Mar 11, 2018

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Hired on Thumbtack

Wendy was great made filing nice and easy.

Individual Tax Preparation

Charles K.

Mar 15, 2015

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Hired on Thumbtack

Hank was the first to respond and he provided quick and complete information. Scheduling was very easy using their website. My appointment was with Wendy Spiot who was friendly, helpful and completed my returns very quickly and accurately. The fee was less than quoted and far less than other services who responded. Highly recommend!

Individual Tax Preparation

ALEX O.

Aug 17, 2016

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Hired on Thumbtack

Hank Lock was great personally and professionally. Good piece of business.

Accounting

FAQs

What advice would you give a customer looking to hire a provider in your area of work?
Years of experience is very important. I have been a tax preparer for forty two years and there is not a tax issue that I have not seen and not been able to address fully.

Lock~Spiot Tax & Financial Services

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