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Bellwether Tax & Accounting
Bellwether Tax & Accounting

Bellwether Tax & Accounting

Offers remote services
Offers remote services
$45/hour
estimated cost


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Introduction: I have over 18 years of experience in providing tax and accounting services for individuals and small businesses. My fees are reasonable and I offer discounted rates for seniors and teachers. Initial consultations are at no charge. I pride myself in getting to know you in order to give you the best personal service. If you run a business or you are thinking of starting one, I excel at helping to develop business strategies: improving cash flow, basic business setup, staging and pricing products/services, and getting clients to pay timely.
Overview

Hired 81 times

1 similar job done near you

3 employees

24 years in business

Payment methods

Cash, Check, Credit card, PayPal, Square cash app

Social media

Facebook

Top pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jul - Dec

All year

Photos and Videos

1 photo

Reviews

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

Exceptional 5.0

36 reviews

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Read reviews that mention:


Heather H.

Individual Tax Preparation

So impressed! I will definitely reach out to Chris to file next year’s taxes. He responded quickly, great communication throughout the process and his fee was very reasonable! I would highly suggest Bellwether Tax & Accounting.
Oct 17, 2020
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Verified
Megan M.

Accounting

They were really great to work with and helped me when I really needed it. My circumstances changed unexpectedly, but hopefully I can use them again in the future.
Apr 2, 2021
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Verified
Megan M.

Individual Tax Preparation

Chris has been great to work with! Easy to stay in contact with and has made himself available to answer questions. He quickly filed our tax return and even caught some missed items on our last year’s return which was completed by someone else. Would highly recommend.
Mar 2, 2021
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Verified
James P.

Individual Tax Preparation

Chris responded almost immediately when I reached out to him with a tax predicament. We had no clue how to proceed but after explaining our situation, Chris knew what needed to be done and was ready to help. In no time, he had the documents prepared and back to us for filing. He's in my Rolodex now for future tax issues!
Feb 27, 2021
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Verified
La F.

Individual Tax Preparation

My tax preparer just passed away in March and I have been lost trying to figure out what to do and who to find as a new preparer. I had no leads so I interviewed three off your site. I just met with Chris at Bellwether Tax and Accounting today and left my taxes with him. He appeared to be very professional, he has 18 years experience at preparing taxes. He is reasonable with his fees and he has quoted a two week turn around on preparing 2013 thru 2015 for myself and my brother. I do not know the outcome of this experience yet but he instilled confidence in me that everything is going to be fine. I came home with peace of mind that all of my taxes are going to be caught up very soon and this is a lot of stress off my shoulders. He also has a very nice wife and son. His son even carried my tax box to my car for me. At this point, I think I have a new tax preparer for years to come.
May 16, 2016
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Verified

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    We keep our fees reasonable and straight forward as much as possible. Our Early Filers and Senior clients receive discounts. We do not like getting surprises when it comes to expenses and we know our clients do not like that either, which is why we will quote a rate prior to completing the work. Also, our fees do not creep up each year.

  • What is your typical process for working with a new customer?

    We love getting to know our clients and finding out what their goals and ambitions are in life. Knowing these things brings helps us to ask questions to uncover concerns and areas to concentrate on for tax planning strategies. Often we uncover simple things our clients can do to improve their financial health and build a path to financial success.

  • What education and/or training do you have that relates to your work?

    All of our tax preparers have a minimum of a four college degree and have a strong experience in working in tax preparation in public accounting or firms. Our tax preparers have various certifications from being a CPA or registered with the IRS as a Registered Paid Tax Preparer. Some preparers have held licenses in Securities Brokerage Services, Health and Insurance Licenses. Bellwether does not provide or sell those Financial products.

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