If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
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
Current Top Pro
Hired 90 times
1 similar job 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.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2023
2021
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Excellent 4.9
52 reviews
5
98%
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3
0%
2
2%
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Moses B.
3 weeks ago
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Hired on Thumbtack
I needed help with a tax situation from over 5 years ago and Carl was able to help. He was very knowledgeable from our first conversation and very responsive throughout, answering all my follow-up questions. 100% recommend
Individual Tax Preparation
Lynsey S.
May 18, 2026
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Hired on Thumbtack
I needed an expedited filing and Carl did a phenomenal job taking care of our tax needs!
Individual Tax Preparation
Claude B.
Nov 4, 2025
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Hired on Thumbtack
Mr. Carl is very explicit, professional and knowledgeable in his work as a taxpreparer. He is also very courteous and attentive.
Individual Tax Preparation
John C.
Feb 18, 2026
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Hired on Thumbtack
I highly recommend Mr. Occelien. He was professional and thorough in his preparation of my tax return.
Individual Tax Preparation
Jean M.
Apr 20, 2022
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Hired on Thumbtack
I like his kindness, he is very detail and straightforward with his work, I am very confident with my taxpreparation, I would recommend anyone to him for income tax purposes.
Accounting
Credentials
Background Check
Carl Occelien
FAQs
What is your typical process for working with a new customer?
We typically start with a phone / zoom call.
What education and/or training do you have that relates to your work?
I have a bachelors and masters in Accounting and over ten years of experience.
How did you get started doing this type of work?
I started this type of work at some of the top corporations headquartered in south Florida.