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About
I have close to two decades of extensive tax experience consulting and advising with small and mid size companies and high net worth individuals. Also, I have many years of experience dealing with multi-state tax filing requirements. I can help you regardless of your situation, from simple and straight-forward situations to the more complex and convoluted tax matters. I can assist you with tax deductions and credits that can be easily overlooked. I would be honored to be your tax consultant, adviser or accountant beyond the tax filing season. My thorough initial tax consultations are always complimentary. Are you interested in an unbiased review and analysis of your prior tax returns as well as your current tax situation? You have nothing to lose and a new insight about your business or individual tax outlook to gain.
My passion is to guide, direct, mentor and educate my clients when it comes to their taxes so they can take control and charge of their financial situation on a business and individual level.
In addition, I am an accredited small business consultant using the SEMP Approach (Simplified Examination to Maximize Profit) so I can assist small business owners to improve their operations' productivity, efficiency and profitability. It is imperative for every business to have a SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats) done on their businesses. I would like to be viewed as your coach and business mentor in every phases of your business cycle.
Overview
Hired 52 times
Background checked
1 employee
22 years in business
Business hours
SunClosedMon8:00 am - 5:00 pm
Payment methods
This pro accepts payments via Cash, Check, Venmo, and Zelle.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2021
2020
2019
2018
2017
Services offered
Accounting needs
Bookkeeping
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Financial services
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
Exceptional 5.0
85 reviews
5
98%
4
2%
3
0%
2
0%
1
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Read reviews that mention:
Harshini M.
Jul 31, 2017
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Hired on Thumbtack
I found Ragi Riad through Thumbtack. He gave me the referral to my current payroll company. After speaking to several accountants, I am so glad I picked him. First of all, he is a great person but more importantly, he is a true professional in his work ethics. He won't let us cut corners or leave opening for problems later. Ragi is very detailed in his work!!!! He is available at any time to talk or handle issues that come up. Ragi was a life saver in helping us finish up our 2016 personal and business tax returns due to our previous accountant falling ill. He is more than an accountant, he helps with financial planning and has great business ideas to help us run the business's more effectively. You won't go wrong hiring Ragi.
Ragi Riad CPA's reply
Thank you Harshini for your kind words and feedback. I truly appreciate it! I am blessed to have met you and work with you.
Accounting
Saundra M.
Nov 27, 2019
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Hired on Thumbtack
I worked with Ragi for tax planning and found him professional in explaining the options available for the best tax outcome. I would recommend him.
Ragi Riad CPA's reply
Thank you, Saundra for the opportunity to serve and assist you with your tax planning needs for your business. It was a real pleasure working with you to achieve the best tax outcome. I am looking forward to serving you in the years to come.
Accounting
Deborah P.
Mar 30, 2019
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Hired on Thumbtack
Ragi completed our small business and individual tax returns expertly and efficiently. He was very professional and reasonably priced. I recommend him for CPA needs and will pass his information to friends and family!
Ragi Riad CPA's reply
Thank you, Deborah! I am blessed to connect with great clients like you. Thank you for being efficient in providing the information and in responding to my inquiries. It has been a real pleasure working with you.
Accounting
Ronald L.
Mar 31, 2017
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Hired on Thumbtack
Met with Ragi to discuss my sons & my combination business & personal taxes. As this well be the first time filing a business return I had a lot of questions. Ragi put me at ease with his patience and knowledge. I am looking forward to many more years working with Ragi, as our regular tax professional.
Business Tax Preparation
Anne M.
Feb 23, 2017
•
Hired on Thumbtack
Ragi has been extremely helpful about some tax questions I had. I look forward to having him as my CPA. He's very patient and knowledgeable.
Tax Attorney
Credentials
Background Check
Ragi Riad
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
I offer a complimentary 15-30 minute initial tax, accounting and business consultations where I connect with all business owners and individual taxpayers to discuss their tax and accounting needs in more details. I listen to your story and assess your situation based on a holistic approach. In addition, I am an accredited small business consultant who can help with your day-to-day business operations.
Individual tax preparation starts at $250 for a simple return and that includes federal and state returns (1 State).
Business tax preparation (including Schedule C) starts at $500 or higher depending on the level of complexity and involvement.
I do not charge by the form or the number of tax documents; instead, I base my service on the value offered to my clients in terms of tax savings as well as tax compliance to protect them from potential IRS audits.
Bookkeeping is at the hourly rate of $75. My monthly charge starts at $150 and will go up depending on the level of complexity and moving parts in the accounts. Please rest assured that I will only charge what is necessary based on your situation.
I recently passed the examination to become an accredited small business consultant. If you need assistance with a SWOT Analysis or need to discuss operational inefficiencies and deficiencies, let's talk.
What is your typical process for working with a new customer?
I offer a complimentary 15-30 minute initial consultations with prospective clients so they can get to ask questions about their specific situation and about my business model in general. Also, I get to know a little bit about them.
I like to have a phone call or face-to-face meeting to discuss the clients' needs and expectations in more details as well as my responsibilities as their Certified Public Accountant. Before starting any project, I send an engagement letter that lists the responsibilities and expectations from both parties.
I strongly encourage open communication.
What education and/or training do you have that relates to your work?
I graduated from Biola University in 2003 with a Bachelor's of Science in Accounting (Cum Laude, Dean's List)
I am a Certified Public Accountant.
I am an Accredited Small Business Consultant.
