Thompson Financial & Accounting Services

At Thompson Financial & Accounting Services, LLC, we are dedicated to providing comprehensive financial solutions tailored to your needs and goals. With years of experience in the financial services industry, our team of professionals is equipped to guide you through life's transitions and help you navigate the complex world of finance.

Our firm was founded on the principles of trust, honesty, and integrity, and we believe that these values are essential in building strong relationships with our clients. We understand that each individual has unique financial circumstances and aspirations, and we strive to create personalized strategies that address these needs and goals.

Our process begins with a thorough understanding of your current financial situation and your future objectives. From there, we work closely with you to develop a strategy that aligns with your goals and helps you achieve financial security. Whether you're planning for retirement, seeking investment advice, or looking to optimize your tax strategy, we are here to help.

Our History

With years of experience in the financial services industry, our team has the knowledge and expertise to guide you through life's transitions. We have worked with clients from all walks of life, helping them navigate the complex world of finance and achieve their financial goals. Our commitment to excellence and our dedication to our clients have earned us a reputation as a trusted and reliable financial services firm.

Our Values

At Thompson Financial & Accounting Services, LLC, we believe that values matter. We live by our core values of trust, honesty, and integrity every day, and we strive to instill these principles in our relationships with our clients. We understand that your financial security is of utmost importance, and we are committed to helping you achieve your financial goals while maintaining the highest level of professionalism and integrity.

Our Services

We offer a wide range of financial services designed to meet your unique needs and goals. These include:

• Professional Fee-Based Money Management: Our team of experienced professionals can help you manage your investments and create a portfolio that aligns with your risk tolerance and investment objectives.
• Income Tax Planning and Preparation: We can help you optimize your tax strategy and ensure that you are taking advantage of all available tax deductions and credits.
• Accounting and Bookkeeping: Our team can assist with all of your accounting and bookkeeping needs, from budgeting and financial statement preparation to tax planning and compliance.
• Retirement Plan Administration: We can help you navigate the complex world of retirement planning, including 401(k) and IRA administration, pension planning, and more.
• Estate and Business Consulting: Our team can provide guidance on estate planning, business succession planning, and other related services to help you protect your assets and ensure a smooth transition for your business.

Why Choose Us?

At Thompson Financial & Accounting Services, LLC, we are dedicated to providing personalized financial solutions that address your unique needs and goals. Our team of experienced professionals has the knowledge and expertise to guide you through life's transitions and help you achieve financial security. We believe in the importance of trust, honesty, and integrity, and we strive to instill these principles in our relationships with our clients. Whether you're facing retirement, seeking investment advice, or looking to optimize your tax strategy, we are here to help.