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.

Terms of Services

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.

800Accountant Review: Features, Pricing, & Alternatives

You are responsible for maintaining the confidentiality and security of the user name and your password and for ensuring that you are properly closed out of your account after each session. You acknowledge that you are fully responsible for all activities that occur under your online account, and you agree to immediately notify us of any unauthorized use of your password or account, or any other breach of security of which you are aware. We are not responsible for any loss or damage resulting from your failure to comply with the obligations provided in this section. Your access to, and availability of the Applications is dependent on (i) your computer, mobile device, home wiring, home Wi-Fi network, Bluetooth connection, and other related equipment, (ii) your Internet service provider, and (iii) your mobile device carrier.

After you submit the request, you will be asked to verify your email address and may also be asked to provide additional information to verify your identity. We will attempt to verify your identity by asking for information that correlates with the information that we have previously collected about you. If this is not possible, we may request you submit additional information for verification. Don’t rule out local CPAs, especially if you’d prefer in-person meetings – you won’t get any in-person meetings with a remote service, and this is important for some business owners. 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. However, keep in mind, they’ve had positive feedback as well (head over to Trustpilot to see the full array).

Look at your budget, your needs, and explore all of your options before you commit to any CPA or business financial service. Ask around to see who your colleagues use, and check out online forums to find out what offer might be best for you. They say that this can potentially result in significant cost savings over time. The reason this is true is because if you file appropriately, you can maximize your tax savings at the end of the year. Explore everything from their offerings to customer feedback, helping you make an informed decision about whether 1-800Accountant is the right fit for your business needs.

My first thought was this was the source for our 2022 tax returns! I messaged Daniel who jumped into gear and assigned us a Superhero service team (Daniel, Paul and Alaina). I re-categorized thousands of transactions and discovered missing items like equipment depreciation, which not only affects 2022 taxes, but will be valuable for years to come. The team worked tirelessly to get this amended quickly and most importantly, accurately for us. Bottomline was a 2022 tax savings (refund) and 2023 quarterly adjustments equaling over $13,000 that we were not expecting. We thought we were working with professionals before.

Frequently Asked Questions

As a condition of your use of the Site or the Applications, you warrant to us that you will not use, or permit any third party to use, the Site for any purpose that is unlawful or prohibited by these terms and conditions. Any violation of these terms will result in automatic termination of your permission to use the Site or the Applications.

Request Billing Support

Any unused Services after one year from the service start date will automatically expire and are non-refundable. The 1-800Accountant Services are only available to users and businesses who are located in the United States. If you or your business is how to cancel 1800accountant located outside the United States, you may not use the Services.

The invalidity of any part of this Agreement shall not render invalid the remainder of this Agreement. Some of the tasks you would like us to help you with not only require your participation, but also require you to file documents with state government agencies or others. You, and not 1-800Accountant, will be responsible for all filing and other third-party fees. You must make payments with a valid credit card acceptable to 1-800Accountant. If your payment and registration information is not accurate, current, and complete and you do not notify us promptly when such information changes, we may suspend or terminate your account and refuse any use of the Services. 1-800Accountant will automatically renew your Services at the then-current rates unless the Services are canceled or terminated under these Terms.

And, they’re supposed to be there for this anytime you need it. If you want the EIN filing service and you’re willing to pay almost $100 (which actually seems to be the going rate), then cool. Overall, 1-800Accountant simplifies the process of filing your business and offers assistance to navigate the complexities of entity formation. What I do know is that in 2013 – which was over a decade ago – the FTC filed a complaint for permanent injunction in Florida and New York. This complaint alleged that 1-800Accountant and other remote tax services were in violation of several federal regulations.

Anyone heard of virtual CPA -„1800 accountant“ is the company name – and use them?

1-800Accountant’s address is listed as a Regus office in Manhattan at 260 Madison Avenue, Suite 1001. Regus is a coworking space, which tells me the team is either particularly small or primarily remote – 404 Glassdoor votes signal that it’s the latter. However, Rosedale does show-off some pretty impressive accounting credentials. He’s the current Chairman & Co-Founder of NARSSA, President & Founder of CPAdirectory, and previous President of the National Directory of Registered Tax Return Preparers and Professionals. Hiring a CPA is one of those gray areas in business where you can’t really predict expected costs until you get into it (which makes the flat-rate pricing model pretty appealing).

Because it requires full annual payment before you can even try the software, and doesn’t offer a prorated refund after 30 days. Uncover how this software can streamline your accounting tasks and boost your business growth. 1-800Accountant exclusively serves the needs of small and medium-sized businesses in every industry and every state. This includes entrepreneurs and self-employed gig-style workers. Our services are unavailable to businesses that do not operate in America. Our failure to insist upon or enforce strict performance of any provision of this Agreement or any right shall not be construed as a waiver of any such provision or right.