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CFO On Call, LLC

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About
My work stands out because I care. I take care of the person behind the business. Anyone can count beans and crunch numbers but taking personal ownership in the successes and failures of the business sets me apart. "Do what's best for the client and your wallet will always be full." Wes Zimmerman My tax preparation price structure is by the form. $150 for Form 1040, then $25 to $50 per form or schedule there after. $50 forms include Schedule C Profit or Loss from Business and a few others. Contact me for a free consultation. Meeting, collaborating with, and helping entrepreneurs succeed.
Overview

Hired 65 times

2 employees

16 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, Venmo, and Zelle.

Social media

Facebook, Twitter

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2018

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2017

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

C-Corp / Corporation

Industry

Retail / consumer goods

Real estate

Reviews

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

Excellent 4.9

27 reviews

5

96%

4

0%

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4%

Read reviews that mention:


pro avatar
Dean S.

Mar 16, 2021

Hired on Thumbtack

Nate was professional, very easy going, listened to my husband and I and we both learned a lot from him. Nate came to our home and did our personal and business taxes for us. My husband and I just started our business last July and didn't have a clue as to how to file our business taxes. Nate explained everything to us in great detail, he even gave us great advice. I would highly recommend Nate. Thank you Nate, for going the extra mile for us.
Business Tax Preparation
pro avatar
Christi V.

Sep 18, 2016

Hired on Thumbtack

I highly recommend Nate! I had an emergency situation. I had to have my taxes done in 2 days. Nate had the best price out of anyone and have my taxes done in 2 days and even delivered them to me. I am very impressed with his knowledge efficiency he was a pleasure to work with.
Individual Tax Preparation
pro avatar
Scott G.

Mar 14, 2017

Hired on Thumbtack

CFO On Call was great with our taxes and got us the maximum tax return. Nate is awesome and we will be using his services when tax season comes around again.
Individual Tax Preparation
pro avatar
Andrew H.

Sep 29, 2016

Hired on Thumbtack

Great service! Nate was able to come to my house, look at my taxes and knock them out in less than a week! Great refund, was able to answer all of my questions and cost $100 less than H&R Block was the year before!
Individual Tax Preparation
pro avatar
Cindy C.

Apr 19, 2017

Hired on Thumbtack

Individual Tax Preparation
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