Ivy Tax and Accounting Services
Ivy Tax and Accounting Services

Ivy Tax and Accounting Services

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

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Introduction: Our Promise: all our services are performed and/or reviewed by a experienced licensed CPAs with a minimum 10 years of experience. We are a full service CPA firm which is founded by Big 4 alumni and New York licensed CPAs. We are dedicated to serving the accounting and tax needs of small to mid-sized businesses and individuals.
Overview

Current Top Pro

Hired 24 times

Background checked

License verified

5 employees

16 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, Zelle

Social media

Facebook

Currently a top pro

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

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Jul - Dec

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All year

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Jan - Jun

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Current Top Pro

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

7 photos

Reviews

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

Exceptional 5.0

26 reviews

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Read reviews that mention:


pro avatar
Max D.
Mar 4, 2021
·

Hired on Thumbtack

Hired on Thumbtack

I worked with Sam to file my 2020 income taxes. He was great and very knowledgeable. He was able to answer all my questions in a timely manner. They have a secure document submission and retrieval system. I would definitely recommend Ivy Tax and Accounting Service, and I will be using them next year to file my taxes.
Accounting
pro avatar
LaDonna S.
Feb 28, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Sam Song assisted my husband and I with our taxes this year, and would couldn’t be more satisfied with his work. He was very professional and responsive, and completed our return in a reasonable amount of time. We will definitely use Ivy Tax and Accounting Services in the future.
Individual Tax Preparation
pro avatar
Pietro A.
Apr 29, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Responsive and accountable
Individual Tax Preparation
pro avatar
Rainer W.
Feb 21, 2020
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Hired on Thumbtack

Hired on Thumbtack

Great accountant. Very responsible and professional. Did the great job
Accounting
pro avatar
Tina L.
Mar 5, 2019
Sam has been helping us with tax planning for my business since we started our company a few years ago. He has done a fantastic job for us and is always available for our questions. I highly recommend Ivy Tax and Accounting Services for any business or personal tax and accounting needs.
Ivy Tax and Accounting Services's reply
Thank you for your business.
Credentials
License

License Type: CPA – Certified Public Accountant (NY)

License verified on 10/11/2021

Background Check

Tao Song

FAQs

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

    We offer flat rate pricing. Never a surprise on the invoice.

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

    We will email you a questionnaire and then build a customized service package for you.

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

    We are licensed CPAs.

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