Money Equations Inc.

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Introduction

We are committed to building long-term and respected business relationships. We take this commitment very seriously, and we strive to develop and nurture proactive, helpful, responsive, knowledgeable, and industry-focused relationships with our clients. We have a reputation of providing timely service. Here is the list of services that Money Equations Inc. provides: * Outsourced Controller/CFO services * Individual tax return prep. * Corporate tax return prep. * Bookkeeping * Payroll services * Incorporation (new company formation)

Overview

Current Top Pro

Hired 428 times

Background checked

Verified business

14 employees

17 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, Google Pay, Venmo, and Zelle.

Top Pro status

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

2024

2023

2022

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2020

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2017

Specialties

Special tax situations

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Reviews

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

Excellent 4.9

139 reviews

5

93%

4

6%

3

0%

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1%

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Read reviews that mention:

Iola G.

Feb 20, 2024

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Hired on Thumbtack

Individual Tax Preparation

Joseph P.

Apr 8, 2020

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Hired on Thumbtack

I reached out to Money Equations after interviewing numerous local CPAs for my businesses. Many were responsive to the initial request but then failed to follow up, either for no reason or because they were uncomfortable with the potential complexity of the businesses. Lakshmi and her group (Gayetri handled my account) are by far, the most responsive, professional, and punctual group of accountants I've worked with in a professional or personal capacity. They answered every question typically within the hour, and every post-preparation modification was turned around in less than 24 hours. While I engaged Money Equations for my business, they handled the individual return for my wife and I with equal competency and promptness. Finally, the entire process was handled virtually, i.e., online and by phone. At no time did I feel it necessary to meet in person or that quality of service suffered as a result of their virtual approach. The personal and professional aspects of the engagement were perfectly balanced. Just a fantastic experience overall. (And when talking about someone who is doing your taxes that's saying something).

Accounting

Amy F.

Apr 8, 2025

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Hired on Thumbtack

Very quick with replying to my questions. This is more stress than what I really want right now and their communication is important.

Individual Tax Preparation

Maria O.

Jul 5, 2024

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Hired on Thumbtack

The team at Money Equations were professional, fast and accurate. I got my return back in no time. I will work with them again in the future.

Individual Tax Preparation

Manan P.

Oct 16, 2023

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Hired on Thumbtack

Money Equations Inc. is an outstanding firm to do your taxes. Easy to work with, extremely responsive, can handle variety of tax situations, transparent with fee structure up front, and detail oriented. Great value for services they provide, we look forward to working with Money Equations in future. Thank you.

Individual Tax Preparation

Credentials

Business Verified

Money Equations Inc. verified

Background Check

Lakshmi Gupta

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Mostly yes, but some services are priced based on the customization according to the clients needs. SO we prefer to propose a pricing after talking to clients
What is your typical process for working with a new customer?
We first talk to a new customer to see what they are looking for. We always thrive to be one step ahead in providing the services they are looking for at the best quality!
What education and/or training do you have that relates to your work?
I am a CPA. I have 10 staff members....all specialists in their field of payroll, tax preparation or accounting.

Money Equations Inc.

FAQs

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