Offers online services
About
We have affordable prices with accurate results.
Highlights
Hired 1 time
2 employees
9 years in business
Serves Livermore , CA
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Reviews
0.0
0 reviews
5
0%
4
0%
3
0%
2
0%
1
0%
SG
Simon G.
Teresa is very smart, very professional and very knowledgeable. She enjoys her work and is very good at explaining her viewpoint. From her very first visit she understood the scope of work and quickly put me on the track to success.
April 08, 2020
•Hired on Thervo
TC
Tamara C.
Amazing service! Thank you so much Teresa
January 30, 2019
EB
Ericka B.
Teresa was patient and answered all my tax questions. She was quick but detailed!!!!
January 30, 2019
Frequently asked questions
What is your typical process for working with a new customer?
Meet with client and see what needs they have and how my services can help.
What education and/or training do you have that relates to your work?
i have a Bachelors degree in Accounting and over 15 years experience.
Do you have a standard pricing system for your services? If so, please share the details here.
Hourly rate for bookkeeping services and flat tates for taxes.
How did you get started in this business?
I have a passion for helping individuals with affordable prices.
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning