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.
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Very good 4.6
10 reviews
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Read reviews that mention:
Shankar G.
Oct 10, 2023
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Hired on Thumbtack
It was a wonderful experience hiring you for taxpreparation. 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
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 taxpreparation 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 taxpreparers 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 taxpreparation was done swiftly and accurately. I will definitely be using them to do my 2023 Individual Tax return.
William A.
Sep 13, 2023
I recently had a complex tax issue, and they were able to help me navigate the process and get the best possible outcome. They were patient and explained everything to me in a way that I could understand. I felt like they were really on my side, and they were always fighting for my best interests.
I'm also impressed with their attention to detail. They always double-check my work to make sure it's accurate. I never have to worry about making a mistake, because I know that Ramona and her team will catch it.
Overall, I'm very happy with Ramona Lee & Associates' accounting services. They're a great team of professionals who are committed to providing excellent service. I would highly recommend them to anyone looking for an accounting firm.
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.
