Money Equations Inc.

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About

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

Hired 431 times

Background checked

Verified business

14 employees

18 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

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2025

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2017

Services offered

Employment status

Customer is self-employed

Customer is not self-employed

Work location

My customers travel to me

I work remotely (phone or internet)

Projects and media

Reviews

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

Excellent 4.9

140 reviews

5

93%

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6%

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Read reviews that mention:

Monique R.

Nov 18, 2025

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Hired on Thumbtack

I had a tight deadline to file tax forms for my nonprofit. With this being my first time submitting the 990, Lakshmi and team kindly accommodated my request and I was able to submit a complete filing confidently and on time.

Accounting

Norbert P.

May 3, 2017

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Hired on Thumbtack

From our first consultation, I immediately got a good vibe from Lakshmi. Lakshmi and team were very responsive and make it easy to communicate via emails. My returns were filed on time and I have had no communications of issues. They also provide a final copy before filing any return. At which point if there's anything your have a question about they're happy to answer. And I suuure had a lot of questions! As a person who has historically done his own taxes. Paying someone else to do them is a bit of a change for me. But I had recently started my first business and was looking for a professional to make sure I took advantage of all the tax breaks I could. Money equations inc is just that - professional. I will continue to work with Lakshmi and look to find more creative ways of filing as my tax situation gets more complicated. Thanks for your services. P.S. Julie Bondar is amazing!!

Business 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

Kevin M.

Jul 28, 2017

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Hired on Thumbtack

The team at Money Equations was fantastic in helping us with our fairly complex tax returns. I appreciated the responsiveness and attention we received throughout the filing process.

Money Equations Inc.'s reply

Appreciate the kind words Kevin!

Individual Tax Preparation

Dee R.

Nov 24, 2020

•

Hired on Thumbtack

Money Equations Inc.'s reply

Business 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.

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