Money Equations Inc.
Top Pro
Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price
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Special tax situations
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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 267 times
Background checked
Verified business
License verified
12 employees
13 years in business
Payment methods
Cash, Check, Credit card, Google Pay, Venmo, Zelle
Currently a top pro
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
All year
All year
Jan - Jun
All year
All year
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
Disinfect surfaces touched during the job
Featured Projects
8 photos
Specialties
Special tax situations
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Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Excellent 4.9
101 reviews
5
94%
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6%
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Read reviews that mention:
Todd D.
Accounting
Hired Money Equations to help settle a very confusing tax year to include rental properties, home office deductions, and other issues. They solved it all quite well and very happy with the no-nonsene, easy-to-understand advice. Will use again!
Dec 30, 2020
·Verified
Joseph P.
Accounting
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).
Apr 8, 2020
·Verified
Dee R.
Business Tax Preparation
Lakshmi was great to work with. very responsive and kept me up to date with next steps. Her team picked up my project and completed in no time. Very professional and knowledgeable. I would recommend this firm for your tax filings. I will be using them every year. Thanks for the great work
Money Equations Inc.'s reply
Thanks a lot, Dee for the kind feedback. Appreciate it. Its been a pleasure working with you as well :)
Nov 24, 2020
·Verified
Mark T.
Individual Tax Preparation
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 👍👍👍👍👍
Oct 24, 2020
·Verified
Carolyn H.
Accounting
I'm completely over the top about Money Equations Inc. I'm not the type of woman who says what people want to hear. I live and stand in my own truth and light. So hear me and believe when I tell that Lakshmi Gupta is AWESOME! She absolutely stepped up to my urgent financial needs. I needed a P&L statement prepared for a new rental my family and I were moving into. Here's the challenge if you choose to except I need it within the next 24 hrs. No way? Way!! I explained my situation to Lakshmi she told what documents to send to her, and let me work my magic and that is exactly what she did. She was very polite, soft spoken, and did exactly what she said she was going to do ( Love it) I remember reaching out to Lakshmi asking questions, I was a little nervous ( I can be honest) in her very soft spoken voice and being very professional, she said "Carolyn let me work, give some time. ( meaning stop calling and texting me. I got this! And I appreciate that completely. You stand in your lane, if I need anything from you, I'll reach out. And 8 hours later she send me the P&L statement (profit and loss) addressing the issues we discussed. It was simple, straight to the point and exact. It was on nice stationary letterhead and the salutation to the business compliance department was short and sweet. Here it is, if there are any questions, free feel to contact me. I HIGHLY, let me said that again, I HIGHLY recommend the services of Money Equations Inc. This is what I learned. It is easy for someone to perform a task for you when there is no timeline, no pressure. However, if you want to see what they're really made of, how professional they're under perssure, and the quality of their work, ask them to do the impossible. Lakshmi, excepted the challenge and NAIL IT! Drop the 🎤
Oct 2, 2020
·Verified
Credentials
License
License Type: CPA - Certified Public Accountant (VA)
License verified on 6/5/2021
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.