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Where most services of this nature just handle bookkeeping and accounting, 1-800Accountant also offers a service to help businesses get established as an LLC. Somehow their accountants got different numbers every time they did the taxes with the same inputs (my info didn’t change). My rep changed multiple times and the new one always said the previous one’s work didn’t make sense. I should have cut my losses a long time ago but considering I paid $2,600 to help save me time (/s) I wanted them to fix it. Yes, 1-800Accountant offers an app for convenient access to their services. You can download the app to upload documents, monitor progress, and communicate with their team.

Year-Round Tax Advisory

1-800Accountant offers a satisfaction guarantee for their services. If you’re not satisfied within 30 days of using their services, you can request a refund of the remaining balance of your purchase. With convenient document upload via their app or portal and bank-level security, it could be a super convenient way to file. Certified income tax experts are available in every state for quick assistance, and year-round support is offered for personal or business tax needs.

My first thought was this was the source for our 2022 tax returns! I messaged Daniel who jumped into gear and assigned us a Superhero service team (Daniel, Paul and Alaina). I re-categorized thousands of transactions and discovered missing items like equipment depreciation, which not only affects 2022 taxes, but will be valuable for years to come. The team worked tirelessly to get this amended quickly and most importantly, accurately for us. Bottomline was a 2022 tax savings (refund) and 2023 quarterly adjustments equaling over $13,000 that we were not expecting. We thought we were working with professionals before.

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• In this review of 1-800Accountant, I’ve followed SMB Guide’s detailed criteria for evaluating the bookkeeping service.
• As an added safeguard, our team remains vigilant to help ensure your data is secure.
• Please read our privacy policy for additional information about your data removal request.
• To be “located in the United States,” a business must be both operated and legally established within the United States.
• You need this to get a business bank account, file business taxes, and get business financing.
• She said I’m probably missing a ton of tax refund money, they’ll help with bookkeeping and payroll, etc…..all for just under $3,000 for the first year!

Please consult with a 1-800Accountant or other qualified professional on your specific situation. I had a sales call with them recently and got a quote for around $3K for one year, unlimited accountant access (no per hour billing), business domain and state-specific expertise, and the usual quarterly taxes, one business and personal tax filings, etc. 1-800Accountant claims to be accustomed to working with any existing bookkeeping system you may be using.

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I booked a call for a demo to learn more about the software for the purpose of this review, which is required before you can sign up for an account. 1-800Accountant is a cloud-based platform so you can access it from any device with an internet connection. It connects with your bank accounts using a secure third-party platform. This is one of the few platforms in the space that I’ve reviewed that includes customer management, invoicing, and accounts payable management. Many businesses grapple with these questions as they try to find the right fit for their accounting needs. I spoke with someone from Accountants today and they spoke very fast like a salesperson would about all sorts of bells and whistles related to their services.

1-800Accountant reserves the right to terminate a link to a third party web site at any time. The third party sites are not controlled by 1-800Accountant, and may have different terms of use and privacy policies, which 1-800Accountant encourages you to review. You acknowledge that the quality of the Services provided by 1-800Accountant are dependent upon the accuracy of the information provided by you. You also acknowledge it is your sole responsibility to provide complete and accurate information and you will review all final document(s) before approving, signing, submitting, and or filing them with designated recipients.

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Whether you have bad or good experience with them, please share. I need CPA who handles tax for 1099, real estate, options trading, if there is a better recommendation than 1800 accountant, please share also. You understand and agree that 1-800Accountant is not a law firm and it is in no way providing legal advice of any kind and communications with representatives of 1-800Accountant may not be privileged.

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• The content on the Site and the Applications is subject to change and we reserve the right to modify, suspend or discontinue the Site or the Applications, temporarily or permanently, at any time, for any reason and without notice.
• Remember to choose a strong password, including numbers, capital letters, special characters, etc., and is not typically found in a dictionary.
• Please consult with a 1-800Accountant or other qualified professional on your specific situation.
• The arbitrator’s decision will include the essential findings and conclusions upon which the arbitrator based the award.
• We will withhold a $200 fee for entity classification election filings completed.
• Our work in connection with tax preparation does not include any procedures designed to discover irregularities, should any exist.

When 1-800Accountant’s bookkeepers do your books, expect accurately categorized transactions and reconciled accounts. This insightful data will help you make crucial business decisions based on up-to-the-minute information. Your responsibility to pay any AAA filing, administrative and arbitrator fees will be solely as set forth in the AAA Rules. The arbitrator will render an award within the time frame specified in the AAA Rules.

Year-Round Tax Advisory

Any unused Services after one year from the service start date will automatically expire and are non-refundable. The 1-800Accountant Services are only available to users and businesses who are located in the United States. If you or your business is located outside the United States, you may not use the Services.

Look at your budget, your needs, and explore all of your options before you commit to any CPA or business financial service. Ask around to see who your colleagues use, and check out online forums to find out what offer might be best for you. They say that this can potentially result in significant cost savings over time. The reason this is true is because if you file appropriately, you can maximize your tax savings at the end of the year. Explore everything from their offerings to customer feedback, helping you make an informed decision about whether 1-800Accountant is the right fit for your business needs.

Both platforms use proprietary software and Fincent bills based on your monthly expense volume. After all the issues our non profit HOA has to become compliant and up to date, Stacy McGuinnis was able to turn on a dime to help our HOA figure things out, to get things done. I am looking forward to working with 1800 Accountant to get on back on track. Kevin Nguyen has been just as helpful and always available to answer any questions how to cancel 1800accountant I have as my account manager. They don’t charge anything for this except for the state filing fee.

This plan is ideal for new and existing businesses who want to reap the tax benefits of filing as an LLC. In this review of 1-800Accountant, I’ve followed SMB Guide’s detailed criteria for evaluating the bookkeeping service. Successors and Assigns.This Agreement and any amendments thereto shall inure to our benefit and to the benefit of our successors and assigns. We reserve the right to assign our rights and duties under this Agreement to any party at any time without notice to you. Any and all references in this Agreement to us shall include our parent companies, sister companies, and their respective subsidiaries, affiliates, directors, officers, employees, contractors and agents.