Sage (Previously Spyder)

Top Pro

$300

Starting price

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Employment status

Filing status

Responds in about 8 min

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Introduction

Well, i am currently taking care of individual and business taxes. All my customers till date for whom we worked are really happy with our services. I am sure we serve our new clients with immediately and timely response. Introducing Sage (Previously Spyder): Your Trusted Partner in Bookkeeping and Tax Services Since our establishment in 2021, Spyder has been dedicated to providing exceptional bookkeeping and tax services to businesses of all sizes. Our expertise lies in maximizing deductions and minimizing liabilities, ensuring our clients' financial success while maintaining compliance with tax regulations. As a team, we specialize in offering comprehensive end-to-end bookkeeping solutions. We streamline your financial records by seamlessly digitizing books from paper and various software platforms, including QuickBooks and Xero. Our proficiency in Excel enables us to analyze financial data, generate insightful reports, and provide valuable financial analysis. At Sage (Previously Spyder), we understand the importance of accurate and efficient data entry. Our meticulous approach ensures that your financial records remain precise and up-to-date, saving you time and effort. Additionally, we offer comprehensive payroll management services, taking care of timely and accurate payroll processing for your employees. One of our core strengths is our ability to solve end-to-end finance filing issues. We navigate complex financial procedures, ensuring that your financial filings are completed efficiently and accurately. Choose Sage (Previously Spyder) as your trusted partner for all your bookkeeping, tax, and financial needs. Experience peace of mind knowing that a dedicated team of professionals is working diligently to optimize your financial operations, reduce your tax burden, and help your business thrive.

Overview

Current Top Pro

Hired 1 time

Serves La Honda, CA

Background checked

50 employees

4 years in business

Business hours

Sun12:00 am - 11:59 pmMon12:00 am - 11:59 pm

Payment methods

This pro accepts payments via Stripe.

Social media

Facebook, Instagram, Twitter

Specialties

Special tax situations

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Reviews

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

Exceptional 5.0

56 reviews

5

98%

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Read reviews that mention:

Ryuan l.

Oct 17, 2024

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Hired on Thumbtack

This company was great. Was looking for someone to file my taxes on short notice. They did what I asked for. Thank you much.

Individual Tax Preparation

Ashley M.

2 days ago

Mohan has been instrumental in helping my small business navigate financial challenges. His ability to meet tight deadlines while offering clear, actionable advice has made a significant difference. I truly value his thoroughness and the peace of mind he brings to my financial management!

Claire H.

4 days ago

Mohan significantly improved our bookkeeping by optimizing our QuickBooks setup. His deep understanding of the platform and clear guidance made the transition smooth and efficient. It’s been a major improvement for managing our day-to-day operations.

Zoey P.

5 days ago

Mohan caught an error in our prior year’s return that even our last CPA missed and it saved us a serious amount in taxes.He didn’t just file forms; he explained every move and walked us through the logic behind each adjustment.It’s rare to find that kind of attention to detail and willingness to dig deep.

Ava C.

6 days ago

Working with Mohan has made a big difference for us. He got our finances in order and made things way easier to manage. Whenever we have a question, he’s quick to respond and explains everything clearly.

Credentials

Background Check

Mohan Krishna

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Sage (Previously Spyder) places a strong emphasis on cost-effectiveness in our operations and minimizing tax liability. Our team is structured in a way that allows different segments of the filing process to be handled independently, resulting in increased efficiency and reduced man-hours. We offer accelerated and prioritized services without additional charges, for urgent requests. Additionally, when multiple similar filings (past 2-5 years) are received concurrently, we optimize man-hours and offer corresponding discounts on project prices. Our primary aim is to maximize deductions an deliver streamlined, cost-effective solutions to our valued clients.
What is your typical process for working with a new customer?
At Sage (Previously Spyder), we have a structured process for each type of service we offer. To begin, we engage in introductions and listen to our clients to understand their specific needs and desired outcomes. Our range of services includes Accounting, Individual Tax Filing, Business Tax Filing, and Bookkeeping (for both businesses (using Quickbooks, Xero, Excel) and individuals (using Quicken)). Once we receive the necessary information, we proceed to create a tax draft and share it with the client for review and approval. Once approved, we efficiently e-file the tax returns, ensuring a seamless and hassle-free process. Furthermore, we also share a couple of suggestions and insights that could help reduce our clients tax liability for the following year.
What education and/or training do you have that relates to your work?
Certified tax preparer with PTIN and EFIN holders. We have over 20 CPA's and CFA holders employed San Diego State University Bachelor of Arts (BA), Financial Accounting 2018-2021