Ivy Tax and Accounting Services

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About

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

Hired 24 times

Background checked

5 employees

19 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, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

Social media

Facebook

Top Pro status

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

2022

2021

2020

2019

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

Reviews

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

Exceptional 5.0

26 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Read reviews that mention:

Max D.

Mar 4, 2021

•

Hired on Thumbtack

Accounting

LaDonna S.

Feb 28, 2021

•

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

Rainer W.

Feb 21, 2020

•

Hired on Thumbtack

Great accountant. Very responsible and professional. Did the great job

Accounting

Past Customer

Dec 25, 2018

•

From Google

Ivy Tax and Accounting Services's reply

Tina L.

Mar 5, 2019

Ivy Tax and Accounting Services's reply

Credentials

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.

Ivy Tax and Accounting Services

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