Tax N Book

4.9
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(45)
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45 reviews
5
91%
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9%
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Customers rated this pro highly for value, work quality, and professionalism.
  • Luigino M.

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    A very helpful, reliable professional. Very competitive fares.

    Aug 24, 2017Verified
  • Phil A.

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    Neil was very accurate, prompt, and fair with his pricing.

    Apr 21, 2017Verified

About this pro

My business is an online-based bookkeeping, payroll, and tax service firm. My service can be reached to any client from anywhere through a secured system with the same encryption as financial institutions. My bookkeeping service is based on QuickBooks by Intuit and can be customized to fit your specific needs. Also, it can be customized where I can train you to do your own bookkeeping while I can review to ensure your bookkeeping is well-organized and recorded accurately. I can also provide full-time bookkeeping services where you can provide information through a secured system, and I will take care of the rest. My payroll service is based on Intuit's payroll system where I provide a full-time payroll service for any client. Therefore, all clients have to do is input their hours into the system via online, and I will take care of the rest from there. My tax service is based on Intuit Tax Online by Intuit. I also provide a checklist to help clients organize their information to be uploaded through a secured system. If you have any questions, please feel free to call or send me an email.

Years in business

5

Times hired on Thumbtack

147

Number of employees

4

Background check

Completed
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Photos and Videos

3 photos

    Q & A

    • What should the customer know about your pricing (e.g., discounts, fees)?
      $35 per hour Service plans: Bookkeeping: Starting at $55 per month- $540 annual Payroll: Starting $35 per month plus $4 per employee Taxes: Starting at $75-$150
    • What is your typical process for working with a new customer?
      When beginning with a new client we first conduct a client interview to understand how we can best meet the needs of the client. We then agree on a service fee which is followed by signing confidentiality and service agreements. Thereafter, 90% of business is handled online using secure cloud-sharing, email, and phone calls. Once a new client is established, our process is mostly automated with very little client involvement required.
    • What education and/or training do you have that relates to your work?
      Enrolled Agent Certification in Risk Analytics B.S. in Accounting Continuing Education in Accounting, Tax preparation/research, credit analyst, payroll management, business consultant.

    Business hours

    Eastern Time Zone
    SundayClosed
    Monday10:00 a.m. to 7:00 p.m.
    Tuesday10:00 a.m. to 7:00 p.m.
    Wednesday10:00 a.m. to 7:00 p.m.
    Thursday10:00 a.m. to 7:00 p.m.
    Friday10:00 a.m. to 7:00 p.m.
    SaturdayClosed
    Coverage Area for Tax N Book is about 80+ miles of Charlotte, NC.