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Carl H. Occelien, MAcc

$197
Starting price


Responds in about 2 hours


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About
💼 Tax Preparation, Bookkeeping & Accounting Professional | Detail-Oriented | Client-Focused I help individuals and small businesses stay financially organized, compliant, and confident in their numbers. My approach combines precision, professionalism, and a genuine commitment to client success. What I do best: - 🧾 Tax Preparation Services: Preparing and organizing financial documents for individual and small business tax filings. I ensure all relevant data is captured, categorized, and ready for submission—making tax season smooth and stress-free. - 📊 Bookkeeping Services: Accurate transaction recording, account reconciliation, and monthly financial reporting. - 🧮 Accounting Assistance: Managing ledgers, tracking expenses, and maintaining financial clarity. - 💬 Client Communication: Crafting clear, professional responses to inquiries and maintaining warm, respectful relationships. - ⚙️ Efficiency Tools: Leveraging Tax software and automation tools to streamline workflows and save time. Whether you're a solo entrepreneur or a growing business, I bring a detail-oriented mindset and a collaborative spirit to every project. Let’s make your financials work for you—clean, clear, and stress-free. I have over 10 years of experience. I also believe in doing right by others. When offering services to the public it is important to remember the "Golden Rule." We offer the best in tax and bookkeeping services. Carl H. Occelien, MAcc -ZOOM meeting (available upon request) -PTIN & EFIN # (available upon request)
Overview

Hired 81 times

2 similar jobs done near you

Background checked

3 employees

21 years in business

Business hours

SunClosedMon8:00 am - 7:00 pm

Payment methods

This pro accepts payments via Cash, Check, Credit card, PayPal, Venmo, and Zelle.

Social media

Facebook, Instagram

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2023

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2021

Services offered
Employment status

Customer is self-employed

Customer is not self-employed

Work location

My customers travel to me

I travel to my customers

Projects and media
Projects and media
Reviews

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

Excellent 4.9

50 reviews

5

98%

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2%

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Read reviews that mention:


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Claude B.

Nov 4, 2025

Hired on Thumbtack

Mr. Carl is very explicit, professional and knowledgeable in his work as a tax preparer. He is also very courteous and attentive.
Individual Tax Preparation
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John C.

Feb 18, 2026

Hired on Thumbtack

I highly recommend Mr. Occelien. He was professional and thorough in his preparation of my tax return.
Individual Tax Preparation
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Jean M.

Apr 20, 2022

Hired on Thumbtack

I like his kindness, he is very detail and straightforward with his work, I am very confident with my tax preparation, I would recommend anyone to him for income tax purposes.
Accounting
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Brandon C.

May 10, 2021

Hired on Thumbtack

Accounting
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Elise S.

Apr 12, 2021

Hired on Thumbtack

Carl was amazing to work with! He spent the time to answer all my questions as a new business owner and was extremely patient in helping me figure it all out. My boyfriend and I will definitely be using him from here on out! You will be so happy to have Carl as your accountant for any business and or tax needs!
Individual Tax Preparation
Credentials
Background Check

Carl Occelien