Offers online services
About
Cloud Accouting / Financial Controller / CFO
Individual Tax Preparation
Business Tax Preparation
Payroll and HR Service
Quickbooks Online
Quickbooks Desktop
NetSuite
Highlights
Hired 4 times
5 employees
12 years in business
Serves Palo Alto , CA
Offers online services
Payment methods
Credit Card, Venmo, Paypal, Zelle
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Photos and videos
Reviews
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0 reviews
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VV
veronica V.
I am a long time client using tax preparation services and absolutely happy with the service I receive.
May 08, 2024
U
Urszula
I got recommended by a friend. It was a great decision. The fee was reasonable and I saved money. She helped me every way possible to save me money. I will definitely will continue doing my taxes with her.
March 21, 2019
MP
Michael P.
January 08, 2019
•Hired on Thervo
WG
Walker G.
Quick and convenient place to get tax work done. Highly Recommended!!
August 17, 2018
L
Lakesha
I always be happy and satisfied with their service, very reasonable cost. Thank you Advantum Tax and Accounting Services. Highly Recommended!!
August 06, 2018
Frequently asked questions
What is your typical process for working with a new customer?
We offer cloud based full cycle accounting service, bookkeeping, payroll and HR, tax preparation for individuals and businesses, business consultations
What education and/or training do you have that relates to your work?
Experienced Tax Professional since 2005. Licensed in California
Do you have a standard pricing system for your services? If so, please share the details here.
Monthly ongoing accounting service plan starts at $125/mo
What types of customers have you worked with?
Early stage Startups
Small to medium size businesses
What advice would you give a customer looking to hire a pro in your area of expertise?
Hire experience accountants to avoid mistakes which will cost more.
What questions should customers think through before talking to pros about their needs?
Do you have time to take care of accounting? If not, hire professionals to keep your books up to date so you can concertarate on growing your busness.
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting