We deliver results at a fair price.
We take a proactive approach and anticipate your needs.
We explain clearly, using plain language you can understand.
We keep you informed with clear instructions and regular updates.
We believe honesty is the best policy and aren’t afraid to tell you like it is.
We ask the right questions to understand your goals.
The difference is advisors who truly care about your financial success.
We prepare individual tax returns and deliver individual tax planning and advisory services for all business-owner clients, in addition to your business returns.
Currently, we are not taking on any new 1040-only, non-business-owner clients.
In most cases, yes.
All sole proprietors and owners of a single-member LLC will qualify as business owners, as will those who report income or loss from rental real estate, partnerships or S corporations.
Absolutely. Every client engagement at Accountability Services includes an annual, dedicated tax planning meeting.
Tax planning meetings are scheduled to allow time for taking action during the current tax year, and to best prepare for tax efficiency in the year to come.
At Accountability Services, our team only partners with business owners we know we can help.
We value your time and have found that hopping on a quick call to discuss your business and goals is the best way to find out if we might be a good fit to work together.
If your business goals and service needs align, the next step is a FREE 30-minute video Discovery Meeting with one of the firm owners.
Monthly accounting services and associated business meetings are customized in a way that best works for your business.
Absolutely. Whether you’re looking for the best entity structure for right now, or to prepare for your future exit, our experienced team can help you make an informed decision centered around your unique goals and situation.
Tax prep and CPA services have traditionally been a very transactional industry, where clients pay a finance professional to look at the past and report on what happened.
We don’t believe in this reactionary approach because it doesn’t help you grow your business and achieve your goals.
And we don’t believe in transactional client arrangements because that’s not how trusted relationships are built.
If you’re looking to complete the bare minimum, which is compliance, then any CPA firm can help you achieve that.
If you’re looking for more, and want to form a real partnership with your advisory team, we are the right firm for this stage of your business journey.
Zero obligation. No sales pitch.
Callback within 24 hours on the next business day.