Money Equations Inc.

calculating

Service

Location

It’s free with no obligation to hire

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 160 times
Verified business
License verified
Background checked
10 employees
12 years in business

Payment methods

Cash, Check, Venmo

Currently a Top Pro

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

Jan - Jun
Jan - Jun
All year
All year

Photos and Videos

8 photos

Reviews

Customers rated this pro highly for punctuality, value, and work quality.

4.9

69 reviews

93%

John C.
Accounting

I reached out to 3 accountants listed on Thumbtack. All 3 responded in a timely and professional manner. Asking the same questions, I discovered only the Money Equations accountant could verify her credentials as a CPA. The other 2 were not CPAs, as advertised. I established an account with Money Equations and have already had a tax question they answered. These folks are genuinely concerned about their clients and are proving it. Glad I chose Money Equations.
Aug 29, 2019Verified
Maria X.
Accounting

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.
Dec 10, 2019Verified
Jeffrey F.
Accounting

The work was for full CFO type accounting for our nonprofit. The work is ongoing and everything thus far has been wonderful. I would highly recommend Money Equations!
Aug 20, 2016Verified
Terek G.
Accounting

Lakshmi and Lois @ Money Equations provided Outstanding Consultative & Accounting support on a complex amended return. Their professionalism and attention to detail was helpful in mitigating risk.
Feb 11, 2016Verified
Joanie S.
Accounting

Thank you so much, Lakshmi, for sorting out my Quicken/ Quickbooks accounts. You totally understood my needs and didn't try to overwhelm me with too much information. Your expertise and your patience in explaining everything were greatly appreciated, and I now feel I can take care of the books myself. I will definitely recommend your services!
Jan 24, 2014Verified

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Credentials

License

License Type: CPA - Certified Public Accountant (VA)

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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Reviews

Credentials

FAQs

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