Ramona Lee & Associates

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About

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

Hired 9 times

Background checked

2 employees

13 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

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

Social media

Facebook, Instagram

Services offered

Service needed

Annual tax filing

Quarterly tax filing

Other tax consultation

Filing status

Sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Annual revenue

Less than $100K

$100K - $500K

$500K - $1M

$1M - $5M

Projects and media

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

0%

1

10%

Read reviews that mention:

Shankar G.

Oct 10, 2023

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Hired on Thumbtack

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

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.