Bookkeeping
That is Bulletproof and Efficient
Tax Preparation
That is Strategic
“Love Your Business…
…ACCT does Busyness”
Because your passion is the “Business”
Let ACCT do that “busyness”
Three Easy Steps
Step 2
Let’s set up a time to talk so we can understand your needs. We can then send a proposal specific to your business needs.
Step 3
If you agree to the proposal we can start right away at getting all that back-office busyness out of your way.
ACCT Services
- Bookkeeping
- Tax Preparation
- Payroll
- Strategic Advice
- ACCT (pronounced "act")
- Service & Price List
- Software Recommends
Bookkeeping is “busyness” keeping you from doing the things you want whether at work or at home. Tracking expenses seems like a mountain of paperwork but it is just the tip of the iceberg. Yet, without proper bookkeeping you could be “financially blind” and more likely to make bad decisions. It could get worse if you fail an IRS audit.
The core purpose of bookkeeping is to provide information so you can make better decisions, reduce risk, and improve success but, for most people, it takes too much time and drains energy.
WE CAN HELP!
Have you noticed how most tax professionals seem to work more the IRS than for you?
We are aligned with compliance objectives BUT we also take the time to ask the questions that can help you lower your tax burden.
We do more than just fill out the forms.
Payroll has more dangers than entrepreneurs realize. We affiliate with Intuit and support our clients so there is ALWAYS complete compliance and minimal risk.
Strategic advice helps you fortify your estate, reduce tax burdens, optimize transition, and streamline your organizational structure.
We can help with Intellectual Property utilization, restructuring your entities, manual and policy development, and operational process flow.
| Accounting | Consulting | Cloud Technologizing |
Streamlined service from A to Z…well actually from “b” (bookkeeping) to “t” (tax preparation). Good accounting provides the information you need to make the best decisions to improve success and reduce costs. | Now that you have reliable information, let’s use it to pinpoint how to magnify your success and keep more of what you earned. This may include working with third party firms for tax strategies, entity structuring, report customization, production flow consulting, and more. | Yes, “technologizing” is a real word. We configure and use cloud tools that make back office tasks easy and accessible from anywhere. Examples include: QuickBooks Online, HubDoc, Google Workspace, GQueues, LastPass, Evernote, and etc. |
| GQueues | Google Workspace | LastPass |
Tasklist management and organization software. TEAM KEY – save an email or a website as a task, assign it to someone with a due date. Filter/report on almost any field. | Office suite of products from email to word processing. TEAM KEY – more than one person can edit a file at the same time so collaboration is excellent. Shared storage also. | Keep track of website usernames and passwords. TEAM KEY – share folders, clone items, revoke access after a date, grant access to trusted users for estate planning. |

New to ACCT Personal Tax Return Links
- Welcome - Getting Started for NEW Personal Tax Returns
- Tax Preparation Coordination
- New Client Tax Organizer (personal returns)
- How to scan to PDF using a cell phone and Google Drive app
- How to NAME tax data
- How to read your 1040 tax return.
- How to E-sign your tax return (review, progress review, sign, get your copy, etc)
- How to pay the IRS online (step by step video)
- How much should I withhold for taxes from my wage (W-4 help)
Click this link to get started with ACCT in preparing your personal tax return
Click here so we can work together to focus on strategy and have all the data that is needed.
Click this link for an individual tax organizer for new clients.
Short YouTube video for how to scan paper files to PDF using a cell phone and Google Drive. You need:
- Gmail account which gives you Google Drive
- Google Drive app on your cell phone
Click this link for an individual tax organizer for new clients.
Click for an overview of key knowledge points in understanding your Form 1040.
Helpful Guides – Businesses
- QBO - How to add ACCT as an Accountant User
- Five Key Factors to Fortify A Business from Negative Scrutiny
- Corporate Minutes - 20 Red Flags on the Tax Return
Click for easy to follow instructions to add us as an Accountant User in QBO.
Click here for five key factor to fortify any business from negative scrutiny
We do tax-based corporate minutes for $250, including both the shareholder meeting and the board of directors meeting.
Business Organizers
Open the link(s) then save to your local drive to complete
- Rental Property (Excel)
- smLLC and Sole Proprietor (Excel)
- Partnership and LLC (Excel)
- Corporation (Excel)
- S-Corporation (Excel)
- smLLC or Sole Prop (PDF)
- Farm (PDF)
- Rental PDF - Organizer ( 3 units)
- Format/fields when CLIENTS generate P&L and Balance Sheet (for tax prep)
Click here for the rental property organizer in Excel format.
NOTE: After that page opens, you need to click “File” and then “Download.”
Click here for the smLLC and Sole Proprietor organizer in Excel format.
NOTE: After that page opens, you need to click “File” and then “Download.”
Click here for the partnership and multi-member LLC organizer in Excel format.
NOTE: After that page opens, you need to click “File” and then “Download.”
Click here for the Corporation (NOT s-corp) organizer in Excel format.
NOTE: After that page opens, you need to click “File” and then “Download.”
Click here for the S-Corporation organizer in Excel format.
NOTE: After that page opens, you need to click “File” and then “Download.”
Click here for the PDF version tax organizer for smLLC or Sole Prop firms.
Click here for a farm tax organizer.
Click here for the PDF version tax organizer for RENTAL properties.
This links to a master page of links to files showing examples of the layout/fields and formats we need when clients generate the financial statements.
DIY Resources
- Tax Outreach.org - a great overall resource for things from tax credits to shareride aspects.
- Free tax help from IRS-certified volunteers
- AARP Foundation Tax-Aide Locator
- Free tax prep help - IRS locator
Click here to link to their site.
Click here to link to their site.
Click here to link to their site.
Click here to link to their site.