Bellwether Tax & Accounting

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About

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 96 times

Background checked

3 employees

29 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, and Square cash app.

Social media

Facebook

Top Pro status

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

2018

2017

Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Retail / consumer goods

Projects and media

Reviews

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

Exceptional 5.0

44 reviews

5

98%

4

2%

3

0%

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Read reviews that mention:

Jasmine V.

Dec 26, 2022

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Hired on Thumbtack

Chris responded to my request promptly. He was very knowledgeable and I felt very comfortable working with him. He had all of my documents prepared and ready for me to send to the irs and that made everything so smooth. He was able to solve my tax problem quickly and now I have a peace of mind. Chris is now my tax advisor.

Individual Tax Preparation

La F.

May 15, 2016

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Hired on Thumbtack

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.

Individual Tax Preparation

Alan W.

Oct 15, 2021

•

Hired on Thumbtack

Accounting

James P.

Feb 27, 2021

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Hired on Thumbtack

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!

Individual Tax Preparation

Virginia B.

Jan 19, 2017

•

Hired on Thumbtack

My first experience with a new CPA. They sent me a tax organizer to help me determine the paperwork I would need and were very prompt in answering my questions and phone call. They will be working with stock investments which I always think makes taxes more difficult but they know this and don't appear to mind this. I think they will do a good job and I look forward to working with them when my tax forms arrive. Ginny B.

Bellwether Tax & Accounting's reply

Hi Chris, I wanted to put this on your comment page so if you can figure it out please you it. Thank you for the excellent job you did on my taxes. I don't consider my taxes easy to do but you did them on time, at a reasonable price and not only did you do the regular tax form but you did one for trusts as well. Tax season is always nerve wracking for me but your calm demeanor and confidence certainly helped me relax. And you were very patient with me when I got lost. I would highly recommend using your services to anyone looking for a good accountant. And most important you're just a nice person. I look forward to using your services again next year. VB

Accounting

Credentials

Background Check

Chris Sulivan

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.