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Methodical Financial Services
Methodical Financial Services

Methodical Financial Services

Offers remote services
Offers remote services
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Introduction: I have 14 years of experience in preparing individual, partnership, S-corp, C-corps tax returns as an Enrolled Agent. And I also have 13 years of experience in preparing books that have tax ready financials. I've worked in a variety of industries with small business owners and high net-worth individuals.
Overview

Background checked

License verified

2 employees

7 years in business

Payment methods

Check, PayPal, Venmo, Zelle

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Photos and Videos

3 photos

Reviews

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

5.0

4 reviews

5
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4
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2
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Leilani B.

Samira is very detail oriented and thorough. She’s helps us track and reconcile all of our accounts. We can always depend on her to tackle a new project when needed.
May 11, 2020
Cindy H.

Samira has been doing my taxes and accounting since I started my business. I can’t recommend her enough. She’s knowledgeable in all areas from Tax ,to SBA loans to businesses license renewals, sales tax returns. I honestly don’t know what I would do without her.
Apr 28, 2020
Michael E.

Samira has been providing bookkeeping services for our company for about 20 years. We wouldn't even consider hiring anyone else for her position. She's sharp, communicates well, and always gets her work in on schedule. She works well with our accounting firm and our CFO. Samira gets our highest recommendation.
Apr 27, 2020
Arlen K.

Samira was excellent! She helped our company go through and transition mountains of financial data into a new accounting software. I call her every time I have a major project. I love working with her.
Apr 24, 2020
Credentials
Background Check

Samira Engoian

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    My prices for bookkeeping are per month, and Tax Return hourly. I can work with clients on pricing.

  • What is your typical process for working with a new customer?

    A phone call to get a clear idea what the customer needs. An estimate of pricing.

  • What education and/or training do you have that relates to your work?

    I’m an Enrolled Agent and Quickbooks Pro advisor. Bachelors in Finance.

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