Money Equations Inc.
Money Equations Inc.

Money Equations Inc.

Top Pro

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

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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 330 times

Background checked

Verified business

License verified

12 employees

14 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.

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All year

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All year

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Jan - Jun

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All year

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Current Top Pro

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

Reviews

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

Excellent 4.9

111 reviews

5
95%
4
5%
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Read reviews that mention:


pro avatar
Ryan L.
1 month ago
·

Hired on Thumbtack

Hired on Thumbtack

I had such a great experience working with this team. My other accountant went dark on me in the tail end of tax season and I reached out and heard back from Lakshmi and her team on very short notice. They turned around my return in just a couple weeks and got me back a lot of money that I wasn’t sure would work out. I plan to use them again next year.
Individual Tax Preparation
pro avatar
Mark T.
Oct 24, 2020
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Hired on Thumbtack

Hired on Thumbtack

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 👍👍👍👍👍
Individual Tax Preparation
pro avatar
Varun M.
Apr 6, 2022
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Hired on Thumbtack

Hired on Thumbtack

I had a slightly complicated tax return and the team did an awesome job of patiently walking me through and answering all our queries .
Individual Tax Preparation
pro avatar
Joseph P.
Apr 8, 2020
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Hired on Thumbtack

Hired on Thumbtack

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).
Accounting
pro avatar
Maria X.
Dec 10, 2019
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Hired on Thumbtack

Hired on Thumbtack

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.
Accounting
Credentials
License

License Type: CPA - Certified Public Accountant (VA)

License verified on 7/1/2022

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.

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