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Metas Financial Services

This pro is currently not available for Individual Tax Preparation
This pro is currently not available for Individual Tax Preparation

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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

11 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.

Top Pro status

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2025

Services offered
Employment status

Customer is self-employed

Customer is not self-employed

Work location

I work remotely (phone or internet)

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
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YANTING Z.

Nov 7, 2025

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Hired on Thumbtack

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

May 20, 2025

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Hired on Thumbtack

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

Apr 10, 2025

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Hired on Thumbtack

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

Aug 10, 2021

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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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