SL Tax, Accounting & Bookkeeping- Arizona

Serves Peoria, AZ

35244

Hired 100 times

3 employees

6 years in business

Not yet available

4.9

This pro accepts payments via Cash, Check, Credit card, Google Pay, Square cash app, and Zelle.

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Credentials

Background Check

Seidy Lasker
Completed on 1/7/2023

Introduction

Only Accountant on Thumbtack physically located in Arizona serving clients in Phoenix and Casa Grande as well as remotely. My name is Seidy Lasker, owner of SL Tax, Accounting & Bookkeeping Solutions (#1 in Arizona on Thumbtack) with over 300 satisfied tax and bookkeeping clients that I manage myself alongside an assistant and QuickBooks expert on my team. I have an office in Phoenix and Casa Grande and also work remotely with a majority of my clients. I am a graduate of Arizona State University with a Bachelor’s in Accountancy and a Minor in Real Estate in 2019. Some of the courses I completed at ASU include Accounting, Taxes, Real Estate Investments, Finance and Marketing. My Business and Real Estate background has allowed me to provide invaluable consulting work to clients in the real estate and business sectors. I am also QuickBooks certified and have my Intuit Bookkeeping certificate. SL Tax, Accounting & Bookkeeping Solutions specializes in tax preparation, tax planning, entity formation, IRS notices, bookkeeping, payroll & outsourced monthly accounting services for clients in Arizona. Monthly accounting services include bookkeeping on QuickBooks online, yearly income tax preparation, sales tax preparation, quarterly taxes, payroll and tax/retirement planning with an average monthly rate of $500/month depending on complexity. I pride myself on responding to clients in a timely manner and providing quality services that maximize the value you receive. I work with many businesses to keep track of their profitability, save them thousands of dollars in taxes, consult them on more efficient business practices, help increase their sales and save them time by not having to worry about bookkeeping, tax compliance, payroll and the overall financial health of their business. All current clients have access to me personally year round to ask any tax or business related questions which is extremely hard to find.

Q&A

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

Pricing is dependent on if the service is related to tax preparation, consultation or outsourced accounting (Bookkeeping, payroll, AR/AP etc). More detailed pricing info can be found on my website.

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

For Tax Clients: - Initial Inquiry: Assess the client’s specific situation and needs. - Quote and Timeline: Provide a detailed quote and estimated timeline for completion (usually within one week, extending to two weeks during April). - In-Person Appointment: Local clients have the option to schedule an in-person appointment. Depending on the complexity of the return, it may or may not be completed during this meeting. - Agreement: Upon acceptance of the quote and timeline, send the client an Excel intake sheet and direct them to your Tax Dome site for uploading the completed intake sheet and tax documents. - Document Submission: Clients upload the completed Excel sheet and tax documents to your Tax Dome site. For Bookkeeping and Outsourced Accounting Services: - Initial Consultation: Schedule a phone call to discuss the client's needs and challenges. - Access or Documentation: Clients either provide access to their QuickBooks Online account or submit three months of bank statements to facilitate an accurate quote. - Quote Provision: After reviewing the provided materials, deliver a quote for monthly services, which may include: Bookkeeping Accounts Receivable (AR) Billing Income Tax Preparation Sales Tax Tax Planning HR & Payroll - Agreement and Retainer: If the client accepts the quote, collect the first month’s retainer and commence work. - Service Delivery: Provide weekly and monthly services, including: Categorizing transactions Reconciliation Generating financial statements Preparing sales tax returns Managing payroll via Gusto Issuing invoices Paying bills and contractors Reviewing previous tax returns for tax planning opportunities Preparing annual business and personal tax returns Issuing W-9s, W-4s, 1099s, and W-2s to employees and contractors Retainer Structure: Initiate with a low initial fee for a six-month agreement. If the client is satisfied with the services after six months, adjust the retainer to reflect fair compensation.

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

- Bachelor's in Accountancy & Minor in real estate ASU - Intuit Tax Expert (2 Years) - QuickBooks ProAdvisor - VITA Certification - Gusto Payroll Partner

How did you get started doing this type of work?

In 2018, while taking a tax accounting class at Arizona State University as an undergraduate, I had a pivotal moment that ignited my passion for the field. I realized that tax accounting was the career path I wanted to pursue. In 2019, I established my own company and have since undergone significant growth and evolution. The initial years presented challenges, but they were instrumental in shaping and advancing my professional journey.

What types of customers have you worked with?

I have had the privilege of working with a diverse range of clients, including individuals, small businesses, and large corporations. My experience spans various sectors, such as non-profits, real estate, construction, restaurants, and filmmakers, among others. This broad exposure has equipped me with a deep understanding of the unique needs and challenges across different industries.

What advice would you give a customer looking to hire a provider in your area of work?

When hiring a tax advisor or accounting professional, it’s crucial to evaluate their experience with situations similar to yours and their ability to provide strategic insights for maximizing tax savings. For bookkeeping and outsourced accounting services, ensure the provider has a solid track record in managing your specific type of business and can offer tailored solutions for your financial needs. Ask about their approach to bookkeeping accuracy, financial reporting, and compliance. It's also important to understand how they handle data security and their process for integrating with your existing systems. Look for a provider who offers proactive advice and can support you with financial planning, efficiency improvements, and growth strategies, in addition to routine tasks. Personalized service and a clear understanding of your industry will help ensure that the provider meets your long-term financial objectives effectively.