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

Filing status

Sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Annual revenue

Less than $100K

$100K - $500K

$500K - $1M

$1M - $5M

Service needed

Annual tax filing

Quarterly tax filing

Other tax consultation

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

Mel M.

Sep 18, 2023

I was referred to this CPA firm by a friend and I'm so glad I was. They helped me with my individual tax preparation last year and I was very happy with the results. They took the time to understand my needs and they gave me some great advice regarding tax planning for Federal and State tax returns. They were very thorough tax preparers and made sure I understood everything regarding my tax return. I also appreciated their willingness to answer all of my questions. I would definitely use this firm again.

Murphy P.

Sep 24, 2023

Their service was exceptional. My tax preparation was done swiftly and accurately. I will definitely be using them to do my 2023 Individual Tax return.

William A.

Sep 13, 2023

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.

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.