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

Current Top Pro

Hired 440 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

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

2025

2024

2023

2022

2021

2020

2019

2018

2017

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 responsiveness, professionalism, and work quality.

Excellent 4.9

146 reviews

5

93%

4

5%

3

0%

2

1%

1

1%

Read reviews that mention:

Andrew B.

Apr 6, 2026

•

Hired on Thumbtack

We had a lot of changes and different expenses for 2025 so we were looking for someone to help get the most out of our tax return. Money Equations was quick to respond, up front about costs, quick to answer questions and help complete our 2025 tax return in a timely manner.

Individual Tax Preparation

Annie T.

Apr 9, 2026

•

Hired on Thumbtack

I am very happy with the services I received from Money Equations. This was the first time I am doing Tax return from a company out of state remotely. I used to see CPAs in person with all of my paperwork at their places and most of them are very far away from my house. This time I tried Money Equations and I am very satisfied with the results. I paid more money for the service charge but I saved time, save gas and get more refund so I will continue with them next year and every year. I Highly recommended Money Equations Inc. They are very professional, very responsive with very reasonable fee. You won't be disappointed if you hire them.

Individual Tax Preparation

Monique R.

Nov 18, 2025

•

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

Todd D.

Dec 30, 2020

•

Hired on Thumbtack

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!

Accounting

Norbert P.

May 3, 2017

•

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

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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