Taxoff

Serves Huntersville, NC

35244

Hired 60 times

2 employees

11 years in business

$50/hour

4.9

This pro accepts payments via Cash, Credit card, PayPal, Square cash app, Venmo, and Zelle.

Next Service

Hours

Sun Closed

Mon 6:00 am - 6:00 pm

Tues 6:00 am - 6:00 pm

Wed 6:00 am - 6:00 pm

Thurs 6:00 am - 6:00 pm

Fri 6:00 am - 6:00 pm

Sat 6:00 am - 2:00 pm

Credentials

Background Check

George Warugongo
Completed on 2/13/2020

Introduction

We're a national cloud-based accounting and tax service, offering remote solutions for seamless financial management. We prioritize professionalism, ethics, and privacy. Endorsed by Xero, Intuit, BBB and the IRS. Our services include bookkeeping, QuickBooks,wave and Xero support, financial analysis, and reporting tailored to your needs. Our goal is to minimize tax liabilities and maximize refunds while staying within IRS guidelines. Streamline your financial processes with us Get in touch with us today to start your journey!

Q&A

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

Service plans: Bookkeeping: Starting at $350 per month Payroll: Starting at $80 per month and $15 per employee Personal Taxes: Starting at $200 Business Taxes: Starting at $300 System set up Starting at $300 Quick books subscription fees starting at $50 per month NOTE: Recurring monthly accounting/bookkeeping services are based on a fixed monthly fee. One time projects are based on our hourly rates. We offer discounts for bundled services (i.e. accounting + payroll + taxes, etc.) and or new clients.

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

We’ll first listen to understand your situation and what you’re looking to accomplish. We chat over email/phone to get a better understanding, or if you’re ready. We then agree on a service fee then followed by signing confidentiality and service agreements. The rest is handled online using secure cloud-sharing, email, phone calls and sometime face to face. Once a new client is established, our process is automated and at that point little if any, client involvement is required. Please Note: If you are not using any accounting software ...dont worry we got you. We can get you a QuickBooks online for a discounted rate.

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

-QuickBooks Advanced Certified ProAdvisor -Xero Certified -H&R Block Certification -B.S. in Accounting from University of North Carolina at Charlotte -5 years experience in CPA Firms -Continuing Education in accounting, tax preparation and Research

How did you get started doing this type of work?

When I was working for cpa firms some of the clients kept suggesting that I should start my own business to offer excellent services that I have been offering to them.

What types of customers have you worked with?

S Corporations, C corporations, Partnerships, LLCs, Estates, Trusts, Non-Profits, Individuals of various net-worth and background being Dentist, Doctors, Truckers, Pilots, Associates, students.

Describe a recent project you are fond of. How long did it take?

I have many, many amazing stories from many clients. I would love to share with my clients when their issue or situation relates close to the experience of one of my clients.

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

Look for a professional that can handle your business with integrity and most efficient and not necessary the cheapest. Remember cheap is expensive.

What questions should customers think through before talking to professionals about their project?

How accuracy and confidentiality would be his/her books