Achieve Financial Peace of Mind with Our Expert Tax Services
At By The Book Tax & Accounting Inc., we are dedicated to providing top-notch tax preparation, bookkeeping, and tax planning services to individuals, businesses, and real estate investors. Our team of experienced professionals, led by Courtney Daron, EA, has a deep understanding of the complexities of tax law and is committed to helping our clients achieve financial peace of mind.
Our story began with a simple goal: to provide personalized, expert tax services that cater to the unique needs of our clients. We believe that every individual and business deserves tailored solutions that address their specific tax requirements. To achieve this, we offer a range of services, including tax return preparation, tax planning, and bookkeeping.
Our Services
We understand that every client is unique, and our services are designed to meet the diverse needs of individuals, businesses, and real estate investors. Our tax return preparation services include Corporate, Partnership, Single Member LLC, Self-Directed IRA, and Individual taxes. We also provide tax planning options on a retainer basis, year-end planning, calculations, withholding checkups, and complex tax research.
Our bookkeeping services are designed to help you manage your finances efficiently, offering monthly or quarterly options based on your needs. We also provide bookkeeping cleanup services if needed for tax prep, depending on availability.
Why Choose Us?
At By The Book Tax & Accounting Inc., we pride ourselves on our exceptional customer service, expertise, and commitment to education. Our directors hail from boutique tax firms specializing in real estate and small business tax, and we have had the pleasure of working with clients across various industries. Our team is dedicated to providing personalized services that cater to your unique needs, ensuring that you receive the best possible tax solutions.
Our Experience
At By The Book Tax & Accounting Inc., we have extensive experience working with clients from various backgrounds, including retirees, Silicon Valley executives, local real estate investors, multi-million dollar real estate syndicates, and newly formed businesses to successful thriving corporations. Our expertise encompasses tax planning, retirement analysis, entity structuring, cost segregation advisory, 1031 exchanges, house-hacking, and self-directed investing.
Exceptional Tax Services and Expertise
The overall sentiment of these reviews is overwhelmingly positive, with clients praising the exceptional tax services and expertise of By The Book Tax & Accounting.
Knowledgeable and Proactive Approach
Reviewers consistently highlight the team's in-depth knowledge of tax laws, particularly in the areas of real estate, investments, and personal tax filing. They appreciate the proactive approach taken by the team, which includes strategizing for maximum tax benefits and providing personalized guidance throughout the tax preparation process.
Excellent Communication and Customer Service
Clients are impressed with the prompt and responsive communication style of By The Book Tax & Accounting. They praise the team's ability to answer all their questions, provide timely updates, and deliver services efficiently.
Satisfied Clients and Successful Outcomes
Reviewers express their satisfaction with the successful outcomes of working with By The Book Tax & Accounting, including significant tax savings and a reduced stress level during tax season. They highly recommend the team's services and plan to continue using them in the future.
