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Metas Financial Services

This pro is currently not available for Accounting
This pro is currently not available for Accounting

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About
We are Robert (CPA) and Carrie (Operations Manager) and we specialize in tax preparation, payroll, bookkeeping and IRS representation and enjoy aiding in the success of small businesses and individuals. Robert is a CPA with 20 years experience in the field and together we have been running our accounting and financial services firm since 2015. We pride ourselves on being very organized, thorough and responsive with our clients.
Overview

Hired 51 times

Background checked

3 employees

10 years in business

Business hours

SunClosedMon9:00 am - 5:00 pm

Payment methods

This pro accepts payments via Check, Credit card, PayPal, Stripe, Venmo, and Zelle.

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media
Projects and media
Reviews

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

Great 4.8

13 reviews

5

92%

4

0%

3

0%

2

8%

1

0%

Read reviews that mention:

pro avatar
Crystal P.

Apr 7, 2025

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Hired on Thumbtack

Robert and Carrie are absolutely amazing! We reached out to them for a fairly complicated return (multiple states and foreign income) to be prepared in a short amount of time, due to an upcoming immigration interview. They not only delivered the return in time, but also with such quality and professionalism that we’d be coming back to them for our future tax needs. I’d recommend others to do the same. 10/10.
Individual Tax Preparation
pro avatar
YANTING Z.

Nov 7, 2025

•

Hired on Thumbtack

very friendly and provided a lot information when I had questions.
Accounting
pro avatar
Peng X.

May 20, 2025

•

Hired on Thumbtack

Very responsive and professional. The work quality is good and trustworthy.
Individual Tax Preparation
pro avatar
Ryan Q.

Apr 10, 2025

•

Hired on Thumbtack

Knowledgeable and quick to respond and offer assistance for what I was looking for.
Business Tax Preparation
pro avatar
Rod E.

Aug 10, 2021

•

Hired on Thumbtack

Very honest and helpful professional service for my troubled tax filings. They are contacting the IRS on my behalf and working out the best possible outcome. I am very thankful and impressed. I highly recommend Metas
Individual Tax Preparation
Credentials
Background Check

Carrie Moore

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