Ramona Lee & Associates

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Introduction: A CPA firm committed to excellence, we provide comprehensive accounting, tax, and financial advisory services tailored to the unique needs of our clients. E-mail us directly: tax @ ramonaharms.cpa for a 15% discount on Tax Preparation fees. At Ramona Lee & Associates we pride ourselves on our expert team of financial professionals. With decades of combined experience, we’ve successfully navigated the intricate world of accounting and finance, always prioritizing our clients’ goals. Our mission is simple: to provide impeccable service, ensuring our clients’ financial wellbeing and peace of mind.

Overview

Current Top Pro

Hired 10 times

Background checked

License verified

2 employees

10 years in business

Payment methods

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

Social media

Facebook, Instagram

Featured Projects

15 photos

2022 Tax Returns CA
Accounting

Reviews

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

Very good 4.6

10 reviews

5

90%

4

0%

3

0%

2

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1

10%

Read reviews that mention:

Shankar G.

Oct 10, 2023

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Hired on Thumbtack

It was a wonderful experience hiring you for tax preparation. I'm greatly satisfied with your services. The way you deliver the services is commendable. I'd highly recommend others to take your services.

Individual Tax Preparation

Robert A.

Oct 7, 2023

This CPA firm, Ramona Lee & Associates is very knowledgeable about the tax code and they're always up-to-date on the latest changes. They're also very good at explaining complex financial concepts in a way that I can understand.

Matte W.

Oct 6, 2023

I have been consistently impressed with their professionalism, knowledge, and responsiveness. This firm is always available to answer my questions and provide me with sound financial advice. They have helped me to save money on my taxes and grow my business. I am very grateful for Ramona Lee & Associate's services. They have helped me to achieve my financial goals and to protect my finances.

Rohit V.

Oct 6, 2023

This CPA firm specializes in tax planning. They have helped me minimize tax liabilities while staying compliant with tax laws.

Shankar G.

Oct 5, 2023

This CPA firm is trustworthy and dependable. They've helped us navigate tax regulations and financial planning effectively. Their commitment to client satisfaction is commendable.

Credentials

License

License Type: CPA - Certified Public Accountant (DC)

License verified on 8/19/2023

Background Check

Ramona Harms

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is competitive and transparent, reflecting the quality and personalized service I provide. I offer customized packages based on individual client needs and am open to discussing discounts for long-term engagements or bundled services.
What is your typical process for working with a new customer?
I begin with a comprehensive consultation to understand your unique financial goals, challenges, and needs. This helps me tailor my services to offer maximum value. Regular communication, transparency, and personalized advice are key components of my approach.
What education and/or training do you have that relates to your work?
I am a qualified CPA with over 24 years of experience in the industry. My extensive education and continuous professional development ensure that I am well-versed in the latest financial regulations, strategies, and technologies.