Top 100 Tax Preparation Services

Basis 365 provides bookkeeping services for an omnichannel cosmetics retailer in California. They migrated their accounting from QuickBooks to Xero and restructured software integrations to improve performance. The client especially appreciated their accurate reporting and transparent prices.

"They’ve streamlined operations–expenses are down and income is up. We now have full confidence in the bookkeeping’s accuracy. Prices are transparent and the team has great integrity." — Owner, Cosmetics Retailer

In one particular project, The Accountancy Partnership provided tax services and bookkeeping to a digital studio based in the United Kingdom. Their work allowed the client to focus on what they did with peace of mind about their finances.

"The communication is consistently effortless and allows you to just email back and forth to get the job done with complete professionalism and excellent work ethic. If you ever have a question, they take it very seriously and answer it quickly in specific terms until you are completely satisfied. It really has been a huge asset to their services."

Partnering with a creative agency, A and A Associate L.L.C provides months accounting services. Their work also includers quarterly filing for VAT, annual auditing, and financial reporting. The qualified team always provides quality reports. As a result, internal stakeholders are pleased with the engagement. Their communication is strong, and they’re always responsive.

“My company is satisfied with the communication. They’re all CMA- and CA-qualified.” – Operations Manager, Creative Agency

Blumer & Associates, CPAs, PC provided accounting services for a digital agency. The agency was looking to outsource their accounting needs. Blumer & Associates, CPAs, PC provided monthly coaching sessions ass well as the usual accounting services to improve the business.

“I don't have any areas they should improve; I'm really happy with them.” - President, Digital Agency

A massage services company hired SmartBean to provide bookkeeping and tax preparation services, keeping track of expenses and providing tax consultancy services. The engagement has provided the company the convenience of focusing on providing services without having to worry about the accounting and legal aspects of the business.

"They make my life convenient and much easier with the business." - Owner, Massage Services Company 

JWW Accounting provided accounting services for a software development company. The company worked previously with another firm but as they failed to meet the company’s standards, JWW Accounting was hired instead. The company enjoys working with JWW Accounting.

“She's responding really quickly to all emails, she prepares the reports and she's always happy to answer additional questions via phone if needed.” - CEO, Software Development Company

A web design firm needed a company to help with their accounting. ORBA provides tax planning, consulting, and filing services to the client. ORBA's services save time, allowing the client to focus on growing their business.

"Jim’s [project manager] advice is very clear and has given me peace of mind regarding the accounting for my company. With his contributions, I've been able to grow each year in profit and revenue. What I find especially valuable is having someone involved that I can trust because that frees me up to run my business successfully. Jim fills that role." — Founder, Web Design Firm

The MFA Companies prepares the taxes of a digital agency. The agency has The MFA Companies work on other financial matters as well, but primarily has The MFA Companies work on their taxes. The taxes are submitted on time which allows the agency to operate efficiently.

“I appreciated them helping me to learn the Suralink program quickly.” - Finance Manager, Digital Agency

Rivington Accounts provides traditional accounting services including bookkeeping and payroll, as well as advanced consulting based on financial reporting and analysis. They're praised for their business acumen. 

"One of the things I’ve been particularly impressed with, and one of the reasons we keep on with them, is their mindset as problem-solvers." – Chief Strategist 3MANFACTORY

Business Management Company, Inc. provided tax and payroll services for a B2B marketing agency. The agency has Business Management Company, Inc. handle all the company’s taxes and payrolls. Business Management Company, Inc. helps the company make better financial decisions.

“They handle day-to-day business operations but, from the business strategy side, they’re also very smart at thinking about options and partnership agreements.” - President & Lead Strategist, B2B Marketing Agency

CapActix Business Solutions provided accounting services to help a construction company accurately budget and secure more project bids. The client has been happy with the new management reports.

“We’re now able to view a project’s profitability and make appropriate bids on the jobs that we want.” – Owner, Construction Company

A software development company needed an agency to implement a data migration project. Crowe executed the data migration from CRM 3.0 to a newer version. Crowe now provides the client custom development and CRM support as needed.

"I think the quality of the product that they deliver is very high. Because they focus on one product, they usually do it very well the first time around. It's rare that we find glitches or any kind of defects in their work." — President & Owner, Software Development Company

Pasquesi Partners LLC provided business accounting services for a talent recruitment company. The client needed a company to oversee its client billing, business credit card and checking account management, and taxes. They helped the client with all of its needs and helped it develop a better understanding of their expenses.

“I now understand the importance of paying out and timing and have the due diligence to set aside money for taxes.” – President, Talent Recruitment Company
 

George Dimov, CPA resolved six years' worth of back taxes for an entertainment company that involved a mix of W2 jobs and 1099s across multiple states. They helped prepare the forms for each year and reviewed the content before filing. They helped the client receive refunds.

"We were able to get all years filed and 3 of the years we were so happy to find out were refunds." –Production Designer, Entertainment Company

A business group hired Intuit Management Consultancy (IMC) to help set up their subsidiary company and audit their compliances. IMC provided advisory services regarding the changing local laws, compliances and audit and other matters. IMC completed the project and met all expectations.

"Professional and transparent approach and always kept us posted on the options available." - Managing Director, Business Group

MindSpace Outsourcing Services partnered with a coffee company to supply accounting services. They provided the client with maintenance of book for over 10 entities, payroll, and quarterly taxes. This partnership was successful for the client’s business.

“Best accounting arrangement I’ve had over 30 years. I have a team of at my disposal ready and willing to carry out my needs. Ultra trustworthy. Excellent service ethic. They go above and beyond.” — President, Coffee Company

Escalon Services, Inc. was hired by a digital travel agency for their accounting services. They helped with expense reports and filings. Their services streamlined their finances. 

"There is a good synergy between their team." – Owner & CEO, Digital Travel Agency

A healthcare company hired Accountants in Miami for an ongoing engagement to provide auditing services and financial and tax advice. Accountants in Miami helped the company make and submit annual audits to the state and has established a good working relationship with the company.

"They’re very responsive. They’ve been very communicative and organized for us over the years." - CFO, Healthcare Company

A glass installation company hired Bharmal & Associates, Inc. to make up for a past CPA's work. The team provides bookkeeping, payroll, and tax services. They deliver an efficient and transparent service that meets client expectations.

"The team will truly give you the best advice." – Owner, Glass Installation Company

A marketing company hired YHB CPAs & Consultants handle their annual tax filings and provide financial consultancy. Throughout the engagement, YHB CPAs & Consultants has made error-free tax filings such that the IRS has not called the company's attention for any discrepancy. 

"In 15 years, I’ve yet to see them make a mistake, and I double-check all the numbers on the final returns." - CEO, Marketing Company

HROne provided HR solutions for an investment research company. The company wanted to legally pay their overseas team. HROne was able to bridge the gap between the company and their employees.

“Our account manager, Lizzie Meng is kind, patient, thoughtful, and she is always there no matter what kind of problems or issues we encounter, and she always gets it fixed for us in a timely manner.” - Director of APAC Research, Investment Research Company

Taking over a global distributor's financial processing needs, CLM Controller managed the company's taxes, payroll, and accounting processes. Their work was compatible with tax regulations, allowing internal leadership better peace of mind.

"CLM has always been open and competent to help me with all the doubts that I have related to my company from a tax, fiscal, accounting and payroll point of view." – Partner, Global Distributor

Ogden Page Accountancy Corporation managed a branding and marketing agency’s bookkeeping and taxes. The team also served as a financial consultant. They were a detail-oriented partner, and their efforts streamlined internal processes.

“They’re very on top of my bookkeeping needs and ensure I pay as little in taxes as possible while being very ethical.”– Creative Director, Branding & Marketing Agency

The team has been offering accounting and budgeting services to a beauty company, locating grant and loan opportunities during the pandemic. They're known by the client for being willing to explain their work as well as going beyond the scope of their duties to provide exceptional services.

On The Spot Accountants provided tax and financial solutions for a gelato producer. On The Spot Accountants handles the producer’s taxes and year-end accounts. This has helped the producer with their operations during their startup phase.

“They gave me the impression that they were on top of their responsibilities.” - Founder & CEO, Gelato Producer

A consulting firm hired Ward & Uptigrove to handle all of their business accounting and corporate tax needs and provide some general business advice. The engagement has saved the firm possibly thousands of dollars througn sound legitimate accounting strategies.

"Their involvement, knowledge, and recommendations have probably saved me a lot of money and I never have to worry about it." - President, Consulting Firm

Dansa D’Arata Soucia LLP facilitated the accounting and bookkeeping needs of a medical practice. Dansa D’Arata Soucia LLP helped with the financial aspect of the practice during its early stages. Dansa D’Arata Soucia LLP’s work has helped make work easier for the practice.

“The personal attention they provide is the most noteworthy aspect of their services.” - Owner, Medical Practice

Palisades Hudson provides ongoing accounting services for a creative marketing agency. The agency has one point of contact and has Palisades Hudson handle the tax preparations and returns. Palisades Hudson exceeded the expectations of the agency.

“Despite being a large firm, they’re pretty easy to get in contact with when necessary and are organized with our files and documents.” - Founder & CEO, Creative Marketing Agency

A management consultancy hired Peterson Whitaker & Bjork (PWB) CPAs & Advisors for an ongoing engagement to provide tax accounting services, which includes setting up the business and providing the necessary advice. The engagement has enabled the consultancy to focus on their business without worrying about the day-to-day accounting.

"They’re open to taking the time to talk to me without charging me for every single meeting and conversation." - Principal and Owner, Management Consultancy

Maillie LLP provided business and accounting solutions for an IT and dev company. Maillie LLP not only handled their taxed but also provided strategic consulting assistance. The company is satisfied with Maillie LLP’s results.

“When we have difficult questions that our CPA can’t answer, he has resources internally that can help.” - Founder & CEO, IT and Dev Company