Money Equations Inc.

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

Read reviews that mention:

• tax・34

• year・17

• business・14

• accounting・13

• accountant・13

• cpa・5

• books・3

• quickbooks・2

• bookkeeper・2

• irs・1

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Ryan L.

1 month ago

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Hired on Thumbtack

Hired on Thumbtack

I had such a great experience working with this team. My other accountant went dark on me in the tail end of tax season and I reached out and heard back from Lakshmi and her team on very short notice. They turned around my return in just a couple weeks and got me back a lot of money that I wasn’t sure would work out. I plan to use them again next year.

Individual Tax Preparation

Mark T.

Oct 24, 2020

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Hired on Thumbtack

Hired on Thumbtack

Money Equations are very bright people, who understand your documents, finances and needs. They come back with the right questions to do your tax return right. And in my case they did it quickly to the deadline after another accountant let me down. So I am happy to recommend them as highly competent, professional people who will not let you down. Also, their fees are fairer than I was used to! ALL GOOD 👍👍👍👍👍

Individual Tax Preparation

Varun M.

Apr 6, 2022

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Hired on Thumbtack

Hired on Thumbtack

I had a slightly complicated tax return and the team did an awesome job of patiently walking me through and answering all our queries .

Individual Tax Preparation

Joseph P.

Apr 8, 2020

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Hired on Thumbtack

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

Maria X.

Dec 10, 2019

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Hired on Thumbtack

Hired on Thumbtack

I was in need of an accountant to review my 2018 taxes. Thumbtack was very professional and advised me on changing from small self propietor business to corporation in order to pay less taxes. I will definitely recommend them to friends.

Accounting

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.