

Money Equations Inc.
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Service
Overview
Current Top Pro
Hired 212 times
Verified business
License verified
Background checked
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.
Jan - Jun
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
Photos and Videos
8 photos
Specialties
Special tax situations
Rental property,
Stocks or bonds,
Disability,
Military service,
Foreign income
Reviews
91 reviews
Read reviews that mention:
- 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, 2020Verified - Joanne M.
Individual Tax Preparation
I am very impressed with the tax service that I've received from Money Equations, Inc. Very fast response and very thorough work to date.
Oct 1, 2020Verified - 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, 2020Verified - Kendall S.
Individual Tax Preparation
Extremely pleased with the service provided by Money Equations Inc. This was my first time using the company and Lakshmi and her team do an amazing job. Special thanks to all involved who assisting me along the way!
Sep 18, 2020Verified - 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, 2020Verified
Credentials
License Type: CPA - Certified Public Accountant (VA)
Money Equations Inc. verified
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.