Year End Accounting - Tax Planning - Tax Prep

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Introduction: Hi, I am offering Accounting, Bookkeeping, Tax Planning, and Tax Prep on an appointment basis only through 02/2024. Please only inquire if you are sure you are seeking my services. Please review my reviews as they are helpful. 12+ years of experience. The Tax Planning Fee is $175 This covers 1 hour of planning, 2 phone conferences, along an Excel report for your reference. Accounting/Bookkeeping $65 per hour. Discounts NOW. $55 an hour. (Year-end customers; Please expect at least 15 minutes to 2 hours for one month, depending on the volume of your transactions, in your ONE bank account X 12 months). Plus the time it takes to prepare your profit and loss statement. Tax Prep Fees: $275 This covers Form 1040, One Schedule C, One Schedule D, and Itemized deductions. It covers single, married filing separately, and head of household. Please $35 per rental property. Please add $40 for married filing jointly filing status. C and S Corp Returns $500+ Partnership Returns $500+ Discounts for multi-year filings of 3 or more. Thank you for your time! L Conceptual Accounting

Overview

Hired 1 time

Background checked

3 employees

9 years in business

Payment methods

This pro accepts payments via Square cash app and Zelle.

Top Pro status

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

2023

2022

Reviews

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

5.0

3 reviews

5

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Danielle G.

Oct 4, 2023

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Hired on Thumbtack

The most fantastic, respectful, knowledgeable, straightforward, clarity giving experience with advising on taxes and company filings. The only accountant we will be giving business to moving forward.

Accounting

Jimmy W.

Aug 1, 2023

One of the best professional experiences resolving all of my tax filing needs, as well as incorporating book keeping services for my small business. I highly recommend this service. All of my questions were answered promptly, all of my concerns regarding tax law and timely filing were met, and the staff was very courteous and patient informing me of all legal tax options as an llc or corporation which made this entire experience a simple process allowing me to stay focused on my business. Thankyou, so much Lashunda !

Year End Accounting - Tax Planning - Tax Prep's reply

Thanks a million, Jimmy. It is a pleasure working with you.

Julianna W.

Aug 4, 2023

Very professional and punctual and got it done last minute for me! Highly recommend!!

Year End Accounting - Tax Planning - Tax Prep's reply

You are very welcome, Julianna.

Credentials

Background Check

Lashunda Wallace

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My rates are very reasonable and I always offer discounts for multi-year filers and for accounting/bookkeeping services
What is your typical process for working with a new customer?
A complete overview of your personal/business situation. This is done through phone interviews, reviewing historical data, current data, conclusions, and customer feedback. The goal is to provide solutions that work for your situation.
What education and/or training do you have that relates to your work?
An Accounting degree from CUNY located in New York, NY. For specific details, please ask.