Tax Preparation

Because AdminBooks is a different kind of accounting firm, your tax experience with us will also be different! Tax season usually evokes an array of emotions… fear, anger, dread, confusion… but we take a proactive approach in dealing with your tax situation so there are NO surprises at tax time. We strive to have the heart of a teacher, explaining what your tax return means in easy to understand terms. Understanding your tax return gives you options to improve your financial situation.

Let’s Get You Every Deduction Allowed!

Cost:

The cost of the tax return is based upon the number of forms and schedules required. Once this cost is determined, we provide you 3 tax packages to choose from where we bundle our services.

Click here to find out more about our tax packages.

New Clients:

If you are considering using our services for the first time, we will provide you an estimate before we work with you.

Please complete our Get Connected Form to get started!

We work well with individuals who have more than a W2 form. Our goal is to provide education and advice to our clients specific financial situation.

Tax Organizer:

AdminBooks provides organizers (a list of yes and no questions) to help you gather all your information. Think of this document as a checklist. You can work on it a little at a time, saving your information as you go. Then, when you are ready, you can submit the answers to us securely online!

Our Unique Technology:

Because AdminBooks is cloud-based, we serve clients all over the USA. Using technology to communicate and support you in many ways, you can securely upload your documents to your client portal.

Our tax team reviews your documents and begins data entry, asking you questions during the process. When it’s time to finalize your return, you can schedule a web-based screen-sharing meeting where AdminBooks will review the return line-by-line and answer any questions you may have.

E-file authorization forms are sent securely through Docusign, and finalized returns are uploaded to your secure portal within 3 days of e-filing.

Timing of Documentation:

As you can imagine, the weeks leading up to the tax deadline are very busy for us. We operate on a first-in/first-out basis. If you give us your information on February 1st, it will probably take 2-4 weeks to complete.

If you give us your information on March 1st, we will need 4+ weeks to complete your return.

If you give us your information on April 1st, we will need to file an extension on your behalf and complete the return after the tax deadline.

Tax Planning & Consulting:

We all like surprises, but not when it comes to tax returns. Planning ahead gives taxpayers the power to make choices. With managing withholdings, knowing profits in business, purchasing fixed assets or paying out bonuses, you can control the outcome of your situation.

For the most cost effective solution, we recommend purchasing our Premium Support tax package, which will provide you with quarterly tax check-in meetings and an annual tax projection.

Click here to see more details on our
tax packages.

Our Process to Prepare Your Tax Return

Here’s What to Expect

STEP 1

Upload tax documents to client portal
(W-2s, 1099s)
For Business Returns, give QuickBooks Online access or fill out business details on organizer.

STEP 2

Email [email protected] to let us know that you have uploaded ALL documentation

STEP 3

Fill out the organizer online & submit to AdminBooks

STEP 4

Your tax preparer completes the return. Your return gets reviewed by 2nd preparer (takes 4-5 weeks for total process start to finish).

STEP 5

AdminBooks alerts you that the return is done and you choose your tax package based on your needs.

STEP 6

Essentials Clients: Proceed to Step 7

Full and Premium Clients: AdminBooks schedules a screen sharing meeting to review the return with you. Proceed to Step 8 after review meeting

STEP 7

AdminBooks sends you a copy of the return to review and sign electronically

STEP 8

AdminBooks processes tax prep fee, files return, and uploads a final copy of the return to your client portal in 3 business days

Here is how we have eliminated stress from our client’s lives…

View All Testimonials

“Thank you so much Renee and the AdminBooks staff for all the professionalism that you have showed my wife and I over the last several years. You truly do encompass all the parameters of a successful business-client relationship and beyond. In knowing that you and your staff have educated us with updated information, simplified tax situations and most importantly, you have given us ‘peace of mind’ with your warm integrity – it’s been a true blessing! So, press on and let others benefit with ‘solid business’ that you provide like we have enjoyed! Thank you all once again!”
Doug and Sylvia
“In 2008, I retained AdminBooks to prepare and send monthly invoices to my clients. Not only does the AdminBooks staff do a better job of producing the invoices than I did, but, by delegating that task, I have freed up a substantial amount of time that I have been able to devote to income-producing activities. I would not hesitate to recommend AdminBooks to any other professional looking to maximize his or her income-producing potential.”
Marlis McAllister
McAllister Law Group
“I chose AdminBooks because I saw Renee Daggett (the President) present at an event. She is by far one of the best presenters I’ve ever seen! She makes complex material simple to digest and helps you feel secure and confident about managing your books. Renee is always there to answer questions and provide user-friendly tips and tools to make accounting a breeze! I’m so glad I met her.”
Melissa Lamson
Lamson Consulting
“We were using a friend to do the books for our business. Mistake! At the end of the year, we had a binder full of junk and tax time was looming. We took the entire convoluted pile to AdminBooks and they fixed it – like magic! They also did our personal return, and fast! We wound up getting back more from the IRS than ever before. Now we’ve been using AdminBooks for several years now. Renee always provides us with friendly, personalized service and useful advice. Her effervescent staff is cheerful and knowledgeable; good folks all around. We would gladly recommend AdminBooks to anyone! In fact, we just referred somebody last week!!”
Scott Cofer and Gini Wallace
Dog Duty
“It is truly a pleasure working with AdminBooks. The entire process of completing my tax return was exceptionally thorough and professional. Once my taxes were complete, Renee reviewed all the details with me online — my husband and I could be anywhere and call in. I am confident that my taxes and bookkeeping are in excellent hands with AdminBooks.“
Wendy Wood
Wendy Wood Graphic Design
“Renee’ has been extremely helpful in our business. She found the problems with our chart of accounts and invoicing and fixed them so I was ready for the new tax year. She had a good sense of tax accounting that complimented my CPA. I plan on contracting Renee each month to have her look over my accounting and will definitely recommend her to my business associates.”
Mike Fiato
Fiato & Associates

Are we the best tax pro for you?

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