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By The Book Tax & Accounting
By The Book Tax & Accounting

By The Book Tax & Accounting

Offers remote services
Offers remote services
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Introduction: At By The Book we pride ourselves on virtual tax services. You can have a licensed CPA or EA prepare your taxes from wherever you are. Upload your tax documents to our secure client portal, e-sign your returns, and if you have any questions, we are always available via phone or email. For all our tax return clients we also provide suggestions on how you can save on taxes next year.
Overview

Background checked

License verified

2 employees

2 years in business

Payment methods

Cash, Check, Credit card, Venmo, Zelle

Social media

Facebook, Instagram

Featured Projects

4 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and value.

5.0

4 reviews

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Henry V.

They are up to date and knowledgeable in all things tax law and accounting. They listen carefully to your situation and provide quality solutions for your endeavors. Highly recommend their services.
Jan 21, 2020
Thomas V.

By the Book Tax & Accounting is exactly that. They are by the book, easy to work with, friendly, and have extensive knowledge and professionalism when it comes to doing business. I will be returning to them for all of my tax needs in the future and will continue to use their services indefinitely!
Jan 21, 2020
Thumbtack Customer

First year working with By The Book and it was such a great experience! Tax time of the year is always a hassle to me, but working with Courtney has been wonderfully headache free. E-signing is something I had no idea was an option now a days! It definitely makes things simple. Glad to have a firm that's dependable and that offers a quick service. I know they will be getting my business in the future!
Feb 18, 2020
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Review from Google
JoAnna W.

Fresh on new tax laws. Very knowledgeable. Worth time and money. Friendly and confident. We highly recommend By The Book Tax Firm.
Jan 21, 2020
Credentials
License

License Type: CPA – Certified Public Accountant (CA)

License verified on 5/3/2021

Background Check

Joseph Daron

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Our pricing starts at $300 and only increases if you have complex activities. For example, if you and your spouse each have a W-2, own your home, and have some stock sales/dividends our fee would be $300. If you have a small business or rental properties then our fees are as follows: -Sch C (Small Business) fees start at $450 -Sch E (K-1 from LLC, S corp, etc) fees start at $450 -Sch E (Rental Property) fees start at $600 Also we offer discounts for public school teachers and support staff!

  • What is your typical process for working with a new customer?

    1. For most new clients we usually will have an introductory email or call and discuss what you do for a living and the activities or concerns you have. We will provide you with a quote up front. 2. Next we will send you an engagement letter that lists the services you want. You can e-sign and pay your first deposit electronically. 3. To get started we will send you our organizers so you can gather your documents, and set you up with a client portal so you can securely send us your tax info. 4. Upload your documents, and let us know once you've sent everything. We'll do the rest from here. 5. Keep an eye out for any questions from us (usually by email) and we'll let you know when you're returns are finished. 6. Once finished, you can e-sign your returns, and we'll submit everything on your behalf. If any questions come up during the tax return process, you can reach out to us anytime via email or phone.

  • What education and/or training do you have that relates to your work?

    I received an Accounting & Finance degree from California State University - Fullerton. After graduating I went into the tax field and worked for 6 years for a boutique tax firm specializing in real estate and small business tax planning. I earned my CPA certification and regularly attend continuing education classes to make sure I am up to date on the latest tax news.

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