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I was a bit frustrated by the lack if of a “Select All” option when categorizing my transactions. Because of this, I wasn’t able to personally test this part of the software. That’s exactly why I put together this detailed review of 1-800Accountant. My goal is to provide you with all the information you need to make an informed decision.

800Accountant Review: Features, Pricing, & Alternatives

Since I had hundreds in the “Uncategorized” section because I had to connect a personal checking account and exclude the transactions that weren’t business related, it took a lot of time – even when I searched for specific things I knew could be excluded. After logging into my dashboard, I was presented with a series of onboarding tasks to take care of. It walked me through how to use the platform, and how to cancel 1800accountant has a calendar where you can easily book and see your appointments with the accounting team.

Year-Round Tax Advisory

• If you’re already using QuickBooks, you can add the QuickBooks Live service for an additional monthly fee.
• We may also include widgets to connect or link you with various social media sites or pages.
• Somehow their accountants got different numbers every time they did the taxes with the same inputs (my info didn’t change).
• The consultation with 1-800Accountant, a $199 value, is absolutely free with no sneaky fine print.
• Transparent pricing, dedicated bookkeepers, and secure online portals ensure efficiency and peace of mind.
• They often have special offers available for starting at a low cost or $0 plus state fees.

This plan is ideal for new and existing businesses who want to reap the tax benefits of filing as an LLC. In this review of 1-800Accountant, I’ve followed SMB Guide’s detailed criteria for evaluating the bookkeeping service. Successors and Assigns.This Agreement and any amendments thereto shall inure to our benefit and to the benefit of our successors and assigns. We reserve the right to assign our rights and duties under this Agreement to any party at any time without notice to you. Any and all references in this Agreement to us shall include our parent companies, sister companies, and their respective subsidiaries, affiliates, directors, officers, employees, contractors and agents.

Notice/ Cancellations/ Refunds/ Acceptance of Terms/ Billing Errors

There are several ways you can verify your accountant prior to hiring one. The quickest and easiest way is to use the free tool CPA Verify, to verify the status of any certified public accountant. If it has been more than 30 days since your purchase, you will not be eligible for a prorated refund. You can still use the service for up to a year from your purchase date, and the subscription will not renew.

We made the move over to 1800ACCOUNTANT this year after being unhappy with our local accounting provider. We were nervous about signing up with a huge national firm as we are a very small home-based service business. Enrolling was quick and much more affordable than what were paying locally. We picked ala carte services we needed and then transitioned from QuickBooks to their ClientBooks platform.

Frequently Asked Questions

1-800Accountant expressly excludes liability for any loss of data, no matter how caused. Through the use of the Site or the Applications, we are not providing investment advice or legal advice, and the material on the Site or the Applications should not be regarded as an offer to sell, or a solicitation of an offer to buy, any securities from us. Any prepaid Services must be used within one year from the service start date.

I don’t know if there was a period where positive reviews were incentivised, or if it presents a better unbiased sample of experiences. 1-800Accountant, aka Accountant.com Corp, is a New York-based business that was founded in 1999 by Mike Savage. Savage is currently the Chairman of the Executive Board. The same year 1-800Accountant was launched, Savage became a CPA. And, he apparently graduated from Brigham Young University with a Bachelor’s degree in Accounting. While there is’t a free trial, you have 30 days to request a refund.

Modifications.You may not modify or amend this Agreement in whole or in part without the prior written consent of one of our authorized representatives. We may replace or modify this Agreement at any time by posting new terms of service to the Site. You are responsible for checking the terms of service periodically for changes and your use of the Site, or any products or services provided through the Site, will be subject to the terms of service in force at the time of such use.

• Personally, I’ve seen rates as low as $37 and as high as $500 per hour being charged.
• 1-800Accountant assists in setting up your business as either an LLC or Corporation – They offer a straightforward and efficient process for entity formation, to guide you through the necessary steps with expertise.
• Because of this, I wasn’t able to personally test this part of the software.
• There’s also a Custom Package option available if you don’t find exactly what you need in the standard plans.
• They don’t charge anything for this except for the state filing fee.

She said I’m probably missing a ton of tax refund money, they’ll help with bookkeeping and payroll, etc…..all for just under $3,000 for the first year! You further agree to indemnify us from any claims asserted against us as a result of any such dealings. News, discussion, policy, and law relating to any tax – U.S. and International, Federal, State, or local. The IRS is experiencing significant and extended delays in processing – everything. To cancel your 1-800Accountant subscription, you’ll need to reach out to their customer support team.

For bookkeeping, their certified US-based accountants handle the tedious back-office work, accurately categorizing transactions and reconciling accounts. This could give you the freedom to focus on your business while receiving accurate, detailed reports and enjoying game-changing features like automation. Transparent pricing, dedicated bookkeepers, and secure online portals ensure efficiency and peace of mind. Additionally, they try to identify opportunities for tax deductions often overlooked by “generic firms.” They offer clear payment deadlines and try to create a stress-free process.