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Carl H. Occelien, MAcc

$197
Starting price


Responds in about 25 min


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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 77 times

1 similar job done near you

Background checked

3 employees

20 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

Top Pro Icon

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

1 photo

Projects and media

1 photo

Reviews

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

Excellent 4.9

48 reviews

5

98%

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2%

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Read reviews that mention:


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Austin L.

Oct 30, 2024

Hired on Thumbtack

Carl was extremely helpful! Calm, professional and answered all of my questions and concerns with Quickbooks for my small business.
Accounting
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Stephen M.

Mar 23, 2023

Hired on Thumbtack

The complexity of my federal taxes grew beyond what I was comfortable handling on my own. Carl was attentive and helpful, and helped me feel confident I had made the right decision.
Individual Tax Preparation
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Cher L.

Feb 25, 2023

Hired on Thumbtack

Carl responded to my inquiry and we arranged to do my taxes. He was prompt, professional, friendly and knowledgeable. I highly recommend him.
Individual Tax Preparation
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Carlo G.

Oct 25, 2022

Hired on Thumbtack

Carl provided prompt and professional service, very pleasant person to deal with, and explained everything clearly. He offered to mail my amended returns priority mail as part of the services. I will contact him again when is time to file for 2022 taxes.
Accounting
pro avatar
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
Credentials
Background Check

Carl Occelien