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About
We take over the overwhelming pressure of accounting, bookkeeping, and income tax preparation.
We enjoy helping our clients grow their businesses and take on the accounting that they dread.
The systems we put into place take the pressure off business owners and give them more time to spend growing their business and enjoying life.
We offer business and personal income tax preparation, QuickBooks Setup & Training and another 20+ Accounting and Bookkeeping services.
Overview
Hired 60 times
Background checked
16 employees
16 years in business
Business hours
SunClosedMon10:00 am - 7:00 pm
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Venmo, and Zelle.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2024
2023
2022
2021
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 responsiveness, work quality, and professionalism.
Excellent 4.9
39 reviews
5
92%
4
8%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Kathleen E.
Mar 17, 2021
•
Hired on Thumbtack
Heather responded immediately after I asked for her help. If anything, I slowed the process! She was professional, got right to the point and found something the last tax preparer missed - $1,000 that I should have received last year. I hope to send customers her way. Thank you, Heather!!
Individual Tax Preparation
Gayle V.
Jun 6, 2021
•
Hired on Thumbtack
I had 3 years of taxes that I needed help with. Heather was incredibly responsive and helped me get them turned in on time this year. And she was wonderful to work with. I don't think I'll ever do my own taxes again.
Accounting
Heidi Q.
May 11, 2021
•
Hired on Thumbtack
Heather responded to my original inquiry immediately. After sending her my information, it only took her a day to complete the work. She was knowledgeable and was able to save me thousands on my taxes. I would highly recommend her.
Individual Tax Preparation
Joe N.
Apr 28, 2021
•
Hired on Thumbtack
My partner and I hired Heather to prepare our taxes since this is the first year we have rental properties. She was happy to answer all our questions and we were happy with the results. We highly recommend her.
Individual Tax Preparation
Michelle W.
Jun 23, 2021
•
Hired on Thumbtack
This was my first time hiring someone to file my taxes. Fully satisfied with my experience. Heather saved me money, was responsive, and very helpful when answering my questions. Would definitely use their services again!
Individual Tax Preparation
Credentials
Background Check
Heather Palmer
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
30 Minutes Free Consultation to discovery client needs.
What is your typical process for working with a new customer?
Client needs will very and discovery call or review to diagnose the steps needed to get them to a place of comfort and future satisfaction.
What education and/or training do you have that relates to your work?
20+ years of accounting and business experience. QuickBooks Pro-Advisor. Certification in QuickBooks Desktop, Online, and Enterprise.
