Sunstone Bookkeeping, LLC

Serves New Britain, CT

35244

Hired 6 times

3 employees

8 years in business

$175/hour

5.0

This pro accepts payments via Cash, Check, Credit card, and PayPal.

Next Service

Hours

Sun Closed
Mon 8:00 am - 6:00 pm
Tues 8:00 am - 6:00 pm
Wed 8:00 am - 6:00 pm
Thurs 8:00 am - 6:00 pm
Fri 8:00 am - 6:00 pm
Sat Closed

Credentials

Background Check

Jeri Cook 
Completed on 8/13/2021 

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Introduction

** IMPORTANT: WE DO NOT PREPARE TAXES FOR THE FOLLOWING STATES: CALIFORNIA, OREGON, NEVADA. ** PLEASE NOTE: PRICES FOR INDIVIDUAL TAX PREPARATION LISTED IN THUMBTACK INCLUDE REVIEW, BASIC FEDERAL 1040 AND STATE FILING; ADDITIONAL FORMS AND EXTENSIONS OF FILING DEADLINES WILL INCUR ADDITIONAL COSTS. Taxes and bookkeeping are not on everyone's "love to do" list - but they're at the top of ours! We've been working with U.S. taxpayer and business owners since 2017 by taking taxes and bookkeeping off their list of chores. For our tax clients: We provide a thorough review of your past tax records and current documents to make sure we can prepare an accurate filing for your unique family and/or business situation. We also partner with ProtectionPlus for tax audit defense and identity theft restoration (more details provided upon request). For our bookkeeping clients: We can create accounting files from scratch, update and reconcile accounting files that have been set aside for months, and create workflows with them for document storage and data entry to help keep the bookkeeping current throughout the year. By using secure cloud-based accounting applications, our clients have full access to their accounting data to run reports when they need them. We work with secure cloud-based technology, so our clients can share documents and reports within minutes (especially useful since 2020!). We are always thrilled and humbled when our clients tell us how much we help them by taking on this responsibility -- not just for the extra time and lower stress levels by not having to do it themselves, but also for the comfort in knowing their taxes and bookkeeping are in good hands.

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Q&A

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

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For tax preparation, the listed pricing includes a consultation meeting, plus preparation and filing for one federal and one state return. Additional schedules will incur extra fees to accommodate the necessary time for preparation. Full price will be stated up front in the engagement letter, based on client information.

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

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We will discuss tax history and any relevant changes since the last tax filing. We will (with permission and authorization) review the tax transcripts where possible and ask any additional questions as needed. Then we will provide a proposal that includes all of the forms and schedules we see are required based on the information we're provided along with the fee.

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

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Both partners earned their MBA degrees from Tulane University. In addition earning the designation of Enrolled Agent by the Internal Revenue Service, Jason has over twenty years' experience in financial analysis of international distressed debt, and holds the CFA charter as well as the FRM certification from GARP. Jeri Ann has been serving the business community with bookkeeping and financial reporting since 2017, and is a member of the AIPB and ICBUSA.

What types of customers have you worked with?

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We work with individuals, small businesses, and non-profit organizations in most states of the U.S. WE DO NOT PREPARE TAXES FOR FILERS IN CALIFORNIA, OREGON, OR NEVADA

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