Money Equations Inc.

Mr Him
1 Star
Used them for 2 almost 3 years for both personal and business services. Almost every time they filed my taxes, they were late. I used them for all of their services and regret it, bookkeeping, tax preparation/filing and payroll. Worst experience. Come to find out they had me overpay in taxes (thousands of dollars) and forced me to amend my tax filings. It took me to fire them and have another accounting service look over my filings to find that out. I am still dealing with correcting what they have done. Seems like everyone works from India and by email only, you work with someone different every time so you can only imagine what that's like. No one seems to be trained on advising. Good luck trying to reach the owner Lakshmi. Bookkeeping was recorded wrong, payroll was late so there were times people did not get paid on time. When you finally talk to owner she deflects instead of correcting. Beware or dare if you want too!
Thursday 29th February 2024

Greg Crist
5 Star
Been working with Lakshmi and her team for 4 tax seasons now. They are true pros. Helped us find savings in our returns, and keep the process tight and efficient. Their expertise is deep, and they are very responsive. Very glad to have found them. They’ve helped on personal as well as business returns. Solid all around.
Friday 11th August 2023

Cole Beeby
5 Star
Doing my taxes with Money Equations was the best decision I made. I struggled to find an accountant that could handle my personal taxes as well as my complicated business taxes and at a reasonable price. They were extremely communicative, understanding, and experienced. I will be doing my taxes with them for as long as they are in business or for as long as I am alive. David handled my taxes and he was a rockstar. He was super quick and knowledgeable. Lakshmi is a fantastic owner who really cares about her clients and Megha is very quick and easy to work with. I highly recommend going with Money Equations!!
Wednesday 25th May 2022

Srinivasan Ramanathan
5 Star
This is a wonderful team to work with! They have shown a high degree of responsiveness, sense of accountability, domain knowledge, client sensitivity and ability to follow through. Specifically Ruby rendered timely and sensible advice, Manjunath patiently and with much attention to detail completed, advised and followed through on the tax forms, Megha was very responsive and proactive on all coordination activities as part of Office Management and Raji in the back office followed through on all aspects of documentation and billing. On top of this, while being professional in their service rendering, they show that they care for client sensitivities and the entire interaction was very friendly and personal. Great team! This balance is not easy to find!
Friday 23rd September 2022

Alex Ramirez
5 Star
I'm a repeat client of Lakshmi Gupta and Money Equations. What a wonderful team of professionals this organization has! Lakshmi's love for her work, and for people permeates everything they do. Not only did they provide an outstanding service, the Money Equations team went way beyond their way to answer all our questions and concerns. Lakshmi took the time to educate us in regards to best practices not only for our personal taxes but also for our business. My wife and I highly, and without reservations recommend this great company to everyone! We will continue to build our relationship with Lakshmi and Money Equations.
Wednesday 30th March 2016