Responds in about 2 hours
Hired 29 times
11 similar jobs done near you
9 years in business
Cash, Credit card, PayPal, Square cash app, Venmo
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Jul - Dec
Customers rated this pro highly for work quality, professionalism, and responsiveness.
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License Type: CPA – Partnership (CA)
License verified on 4/1/2021
- What should the customer know about your pricing (e.g., discounts, fees)?
All our services are handled by CPAs with a wealth of knowledge and understanding to help you maneuver the confusing tax landscape we're in. We always provide support and assistance without charging the hourly rate when we perform these services for you. 1. Tax Preparation Zero Activity $300+ (1040 and SMLLC 568) Light Activity $600+ (1040 with itemized schedules and self employed business activity/SMLLC) Heavy Activity $1,000+ (Partnerships and Corporations - 1065/1120/1120S) Complex Activity $2,000+ (Returns with additional schedules and forms beyond the standard activities, ie, R&D tax credit) 2. Bookkeeping Light Activity $250+ (quarterly billing, includes monthly financials) Heavy Activity $600+ (monthly billing, 1000+ transactions monthly) Complex Activity $1000+ (includes AR/AP, accounting e-mail, full service) Payroll & HR $75+ (Quickbooks Online Payroll) If you need an hourly engagement, our rates are below: Financial Consulting - $225/hr Tax Consulting - $250/hr Long-term Engagements - TBD
- What is your typical process for working with a new customer?
We always start with a free consultation to gauge what the customer is looking for and to help give some background on what they should generally expect. We review documents or discuss the situation the customer is in and provide the best quote possible. If the customer would like to continue, we can get an engagement letter signed and hit the floor running!
- What education and/or training do you have that relates to your work?
Quickbooks ProAdvisor Certified Public Accountant Cash Handling Certification Managerial Accounting