Ivy Tax and Accounting Inc

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Introduction: I am a CPA who enjoys seeing the full cycle of accounting from weekly payroll, monthly financial statements, quarterly reports, and then fitting them all together in preparation for the tax return. That process allows me to get to know you and your business and better serve all of your needs! I am also unique in that I will come to your business and work with you in your comfort zone. I love meeting and working with clients who are following their passions and growing their business. I enjoy working in the various industries versus working for only one company. I also enjoy working with the struggling company and working together to turn the business around to make it successful!

Overview

Hired 9 times

3 employees

17 years in business

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, and Square cash app.

Reviews

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

Great 4.8

9 reviews

5

78%

4

22%

3

0%

2

0%

1

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Jessie m.

Mar 7, 2019

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Hired on Thumbtack

Individual Tax Preparation

June M.

May 10, 2018

Teri is such a dependable, dedicated accountant. I have been a client for years, and hsve always been treated with respect. Confidentiality is a quality I require, and have always found this to be handled with utmost professionalism. I highly recommend Teri Ivy. June Matheny

Tonya D.

Feb 27, 2020

Terry is wonderful! Always professional. No matter the tax question she always has the answer.

Ivy Tax and Accounting Inc's reply

Thank you Tonya! It is such a blessing to get to work with you!

Rebekah B.

Mar 9, 2019

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Hired on Thumbtack

I’ve always filed my taxes, but each year they seem to get more complicated to the extent that I no longer trusted the software I used to answer my questions. Sine my last experience with Thumbtack was such a positive one, I decided to give it a try once more and found Teri. My entire experience with her could not have been better. We met to get to know each other, I sent her my paperwork, and through the process she did some research to answer some questions I had. Sure enough, the software I had last year did not allow me to do something I needed to do, and it cfèost me dearly! I am so glad to have found Teri and look forward to using her services for years to come!

Individual Tax Preparation

Joseph P.

Nov 14, 2018

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Hired on Thumbtack

Had some very useful information. I didn't end up using her services because the distance for me was too far. She gave me good advice even though she knew I wasn't going to use her service. That's hard to come by.

Individual Tax Preparation

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I am a certified public accountant. There are advantages to having one company handle all of your financial processes, as many processes can be streamlined together, which saves the client money.
What is your typical process for working with a new customer?
They tell me about their business and their monthly financial process. We look at where they are needing help and how we can improve their process.
What education and/or training do you have that relates to your work?
I have a degree in accounting and have been a CPA for 17 years.

Ivy Tax and Accounting Inc

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