Accredited Tax preparer for both individual and business returns with the IRS. A participant of the Annual Filing Season Program offered by the IRS and up-to-date with the current changes to the tax code. Other services provided are Bookkeeping and Payroll. Proficient in Quick Books and Microsoft products with a degree in Accounting. Bi-Lingual (se habla Espanol).
What we offer is more than a financial statement or a tax return, we offer simple and sound information to educate our clients in their tax and financial matters.
Our mission is to provide and perform our duties in a professional manner according to Federal and State standards while seeking the most profitable answers for our clients. The most enjoyable part of our job is to produce a satisfactory result for our clients, where they are pleased and ethical standards are upheld. As well as providing simple and sound educational information concerning their tax and financial matters.
Overview
Hired 160 times
Background checked
4 employees
13 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, and Square cash app.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2019
2018
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
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
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Excellent 4.9
105 reviews
5
92%
4
5%
3
2%
2
0%
1
1%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Kristen P.
Jan 24, 2020
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Hired on Thumbtack
We are a young company and have been handling our accounting in-house. From the first meeting with Joseph, he made me feel comfortable and I was impressed with with his accounting knowledge. He was able to tell me exactly what we (as partners) need to do this tax season. We are ready (and excited) for him to start handling our books, taxes and be our accounting resource.
ALLY FINANCIAL SERVICE LLC's reply
Hi Kristen and Andrea, we're glad to have you on our family of accounting, payroll and taxation. Looking forwards to a long relationship and successful future.
Accounting
Chad H.
Apr 3, 2023
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Hired on Thumbtack
My experience has been wonderful. They responded quickly whenever I contacted them for assistance. All of the staff are very friendly and knowledgeable. Joseph goes the extra mile to ensure that he had all of my tax documents in order so that he could complete my taxes in a timely manner. I truly appreciate the thoroughness of this agency and will most likely be using them again in the future.
Thanks!
Accounting
Shirley F.
Feb 24, 2021
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Hired on Thumbtack
I just had my taxes done and I was very please in how the accountant and his staff took care of me. Mr. Trinidad was very professional, knowledgeable and gave me excellent advice regarding many questions that I asked him. He was patient, understanding and took the time to answered all of my questions. The price was very reasonable and I was given a discount as well. I will be going back to this firm next year. It feels good when you can find an accounting you can trust and do all they can to help you.
Accounting
Mia p.
Feb 8, 2020
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Hired on Thumbtack
Just began my relationship with Ally Financial and am off to a good start. Looking forward to our progress on my personal taxes and financial well being. I will update review as we progress. Cheers!
ALLY FINANCIAL SERVICE LLC's reply
Hi Mia, I was so glad to be able to do the work you needed in the time frame you needed them done. I hope you can achieve your desired end after filing taxes. I took great pleasure in helping and look forwards in doing it again. Once again, thank you.
Accounting
Bruce C.
Jan 31, 2019
•
Hired on Thumbtack
This company is very professional and very prompt. Mr. Trinidad explains in detail my tax concerns and provided the information needed and steps to be taken to resolve my problem.
Accounting
Credentials
Background Check
Bernadette Trinidad
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
The taxation prices are based on number of transactions involved or forms to be processed but our prices are distinct in each case.
Our Bookkeeping prices are normally between $100 - $200 per month based on number of transactions in bank statement.
Our Payroll range from $50 - $100 per month based on number of workers being paid.
What is your typical process for working with a new customer?
It is very important that I gain my clients confidence concerning financial matters, for that reason I spend the first 15 minutes getting acquainted and sharing testimonies of our work as well as showing our place of business to our new clients. We offer soft drinks or water as a refresher.
What education and/or training do you have that relates to your work?
I have an Accounting degree in corporate accounting. I am a registered agent with the IRS. I am also a registered e-file agent with the IRS as well as an Acceptance Agent with the IRS in filing for Identification Tax ID Numbers.
