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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
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
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
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
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
License Type: CPA - Certified Public Accountant (VA)
Money Equations Inc. verified
- 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.