1-800Accountant’s client portal provides secure online access to my documents and records. It also allows me to message my accountant directly and schedule an appointment. Other services include TaxSmart Advisory and Audit Defense for businesses that need someone to talk with the IRS on their behalf, as well as tax preparation and tax filing for personal taxes, and payroll. Keeping your books up to date and filing tax returns on time are essential if you want your business to succeed. But finding and choosing the right tax professionals and accounting software can often feel overwhelming.

800Accountant Review: Features & Pricing

• This entry-level package is designed for small businesses seeking essential accounting support.
• In addition to bookkeeping, we offer quarterly estimated tax preparation, audit defense, and other essential financial services that maximize your tax savings while ensuring compliance.
• The consistent access to professional expertise, combined with responsive support and regular check-ins, ensures that clients never feel left in the dark about their financial matters.
• Any personal views and opinions expressed are author’s alone, and do not necessarily reflect the viewpoint of Nav.
• Reviewers also praised the additional services provided, including payroll, business formation, and year-round tax assistance.

There is no limit on the questions you can ask and both enrolled agents (EAs) and CPAs are available to field questions. Clients also get access to a resource center designed to keep them up to date on the latest developments in the world of taxation and compliance. 1-800Accountant offers an audit protection service designed to help prepare the business in the event that an audit notice is received. The service involves ensuring that all relevant paperwork is in order so that the business will be in maximum compliance with the dictates of the IRS. Getting started with 1-800Accountant involves following an onboarding/signup section with one of their expert account managers.

Ratings and Reviews

If you’re a small business that is interested in outsourcing your bookkeeping and accountancy needs, then 1-800Accountant provides a variety of tiers and one of them might be a good fit for your requirements. Every new client gets a dedicated accountant and those who sign up for more advanced plans can get access to advanced financial report preparation. One of the most basic accounting services required by businesses is tax preparation and 1-800Accountant’s team of fully licensed CPAs can assist in this respect.

800Accountant: Working With Your Bookkeeper

• While several accounting solutions exist in the market, few match 1-800Accountant’s comprehensive approach to business financial services.
• Yes, we provide financial services to small businesses in all 50 states, covering a range of industries in all 50 states.
• In addition there are myriad tax deductions your business may want to take advantage of, but you want to make sure you stay compliant.
• Top10.com is designed to help users make confident decisions online, this website contains information about a wide range of products and services.
• The biggest complaints about 1-800Accountant are issues with the app crashing and lack of customization with forms.

It will assist with customized articles of organization, verified name availability search, secure online access to your organization documents, and unlimited phone and email support. In our 1-800Accountant review, we’ll examine the company’s pricing, features, customer service, and overall value of their services for small businesses. Read on to discover if their comprehensive accounting solutions and dedicated support model are the right fit for your business needs. You save substantially by choosing the annual payment, but you can also pay as you go. If this one does not fit your business needs or budget, you may want to explore other options. If your budget is very tight, for example, you may want to consider getting accounting software and learning basic bookkeeping yourself.

You do have to pay for an annual plan, but you have 30 days to cancel and receive a prorated refund if you determine it’s not a fit for your business. The developer, 1800accountant, indicated that the app’s privacy practices may include handling of data as described below. We are a nationwide team of accountants here to help small businesses navigate 2024’s changing tax code and prepare for whatever comes next.

The most suitable plan for any given organization will depend upon how much support it needs in terms of accountancy and which features are most important to it. The Starter 1-800accountant login plan provides a very basic bookkeeping service, although users receive a dedicated accountant. By upgrading to the executive tier users can lock in priority support and more detailed financials. The Enterprise plan is designed for established businesses that seek full-service accounting support and premium financial expertise. This comprehensive package is ideal for businesses with complex financial needs, higher revenue volumes, or those requiring detailed financial reporting and priority support. 1-800Accountant’s free plan is designed for startups and new businesses looking to form a limited liability company (LLC).

Cost vs. Value – 4.5/5

I won’t need any other software, but ClientBooks can integrate with whatever accounting software I already use if desired. With any plan, I’ll be matched with a dedicated accountant who is knowledgeable in my industry and location. After scheduling a call with one of 1-800Accountant’s tax planning experts, users will be invited to actually sign up for an account on the platform. The team is composed of licensed tax professionals, including certified public accountants (CPAs) and enrolled agents (EAs). They are qualified to prepare and file your taxes and have an average of 17 years of professional experience. The best online bookkeeping service should offer a wide range of bookkeeping solutions, including catch-up bookkeeping, invoicing, bill pay, bank reconciliation, payroll, and tax filing.

Secure Online Portal

However, credit score alone does not guarantee or imply approval for any credit card, financing, or service offer. Bonsai incorporates a variety of services from invoicing to expense tracking into its cloud software program. Bonsai Tax is designed for freelancers, but it offers services for small businesses with employees as well.

Bookkeeping services start at $399 monthly and include priority support and access to financial reports. The services of 1-800Accountant include advisory, tax, bookkeeping, payroll, and entity formation. The company combines personal support from a nationwide team of experts at an affordable flat rate that starts at $179 per month. The Core Accounting plan is perfect for established small to medium-sized businesses that require more advanced financial features and comprehensive tax support.

The only reason this doesn’t receive a perfect score is that some specialized services, such as industry-specific reporting or international tax support, may require additional fees. Businesses are initially drawn to 1-800Accountant for the company’s promise of dedicated accounting support and comprehensive tax services. What sets 1-800Accountant apart from traditional accounting firms and software solutions is its unique combination of personalized expertise and modern technology. Reviews consistently highlight the value of having a dedicated accountant who understands their business along with praise for this provider’s user-friendly portal. 1-800Accountant provides comprehensive accounting and tax services with a personal touch.

Whether you’re a growing startup or an established business, 1-800Accountant offers the right combination of expertise and support to meet your needs. Schedule a free consultation to learn how we can help optimize your tax strategy and financial planning. This entry-level package is designed for small businesses seeking essential accounting support. ClientBooks allows me to create invoices, categorize my transactions, and access my financials, and its mobile app lets me track my mileage and upload receipts and business documents.