Do not waste your time or money. Unfortunately, I must change my review. Initially, I thought he…read morewas great with a wonderful long initial conversation. However, I realized he made multiple mistakes that cost me thousands of dollars in my tax return. They were really dumb errors (copying the wrong number over; not including any insurance on my rental costs). The worst part is he wouldn't call or email me back when I was still really nice and asked him. I was actually going to fix the first issue myself but upon the closer look I found the other issue... Perhaps there's more). It would likely take him 10 minutes to fix but now I need to redo the entire return in TurboTax so everything is calculated correctly. The reason we go to a CPA is to do things accurately... He can't even get simple things done right. Don't trust him with your finances.

We had a great experience working with Jon. He's extremely knowledgeable, especially when it comes…read moreto rental property taxes. He took the time to explain things clearly so we actually understood our situation--not just filed it. We trusted him completely throughout the process and felt confident he was looking out for our best interests. He's professional, thorough, and super easy to work with. If you value supporting a local small business and want a real person who knows your taxes far better than any generic tax software, I can't recommend him enough!

I highly recommend Iris Financial Services. The staff is fantastic and Grifin is the best in the…read morebusiness.

I cannot say enough good things about the entire team at Iris. From the very start, they have been…read moreorganized, informed, patient, and thorough. As new business owners, their expertise has been invaluable and allowed us to do what we do best and not have to stress about the details of the books or other requirements like taxes and filings. We love that they work directly with our CPA to minimize stress on our federal returns, and even took the time to give us a Quickbooks tutorial. Now, with all of the changes and uncertainties of the Covid-19 economy, we are even more grateful. They have kept on top of all of the relief programs, both federal and state, and have maximized our assistance, making sure we have what we needed for our PPP loan and even doing the legwork of our TN Relief Program application. They are truly thinking of us and all the ways we can succeed as a business.

Michael is organized, prompt and easy to talk to. Looking forward to Bean Counter's help setting up…read moreour new yoga studio and taking good care of business.

Bean Counter 4 Hire has helped me begin my online presence, and has provided me with amazing ideas…read moreand insight. Michael has a calm and practical but enthusiastic way of teaching and coaching others, and a sincere desire to help them succeed. When he was coaching me I felt like he was a brother who really cared about my goals much as I do. Professional, personable and punctual he was very orderly and patient and in a very short time gave me some "golden nuggets" to help me promote my service. Thank you Michael!

It is rare these days to get personal service. Especially as a small business owner. I was…read moreimpressed from the start with a personal letter announcing services and interest in working with me. I felt ignored with my current CPA at the time and called Fahad right away. From our initial conversation to our first meeting, I felt my issues and needs were not only being heard, but that he cared about making this crazy part of my business seamless, worry free and easy. And that has been the case on every level. From being totally accessible for any questions or concerns, anytime throughout the year, to the actual tax return process itself. I am grateful for his services and care and highly recommend you reach out!

From the owner: Bookkeeping, QuickBooks, tax preparation & consultingread more

Please understand this. DENNA has been a life saver! Finances and compliance are an integral part…read moreof business and running a thriving business. For the last few years, our business has been operating below our potential because we didn't have the right person to handle our bookkeeping. Denna has been patient, kind, and dedicated to getting our business healthy and thriving again. She not only cares but she is organized and relieves a lot of anxiety, knowing that she is handling all invoices, payments, etc. If you are a business owner and you think you can do your own bookkeeping, please don't. Hire someone trustworthy like Denna... it will save you money in the long run.

From the owner: Keeping Track of Your Business - One Dollar at a Time…read more The concept of Ledger Elite is to go beyond just the accounting, payroll and taxes because a business is more than just that. We strive to become the small business owner's back office. Many small business owners often miss opportunities because they are so involved in the many facets of running their business. We strive to put the owners in more of a leadership role by offering insightful information that goes beyond the numbers. Bookkeeping based on your level of need: Transaction categorization, End of Period Account Reconciliation, Adjusting Entries, Financial Reporting, Asset Tracking and Inventory. Payroll and Subcontractor Payments: Processing, reporting and tax filings, Tax Deposits, W-2's, 1099's and Worker's Comp Audits. Tax Preparation includes Sales Tax, Business Tax, Tax Schedule B, Annual Auto Report, Tire & Oil, Liquor, Hotel Tax, Corporate Annual Reports, Franchise & Excise Tax and Federal Filings. Quickbooks Pro Advisor - Set Up, Clean-Up and Maintaining. Administrative Support: Research & Development, Marketing, and many other administrative functions. Let us become your office support on call!

This was our first year working with Your Back Office Accounting for our tax returns. We were very…read moreplease with the results, as well as Joe's attentiveness to detail and his prompt and complete responses to our questions. We plan to be back next year!

Joe,…read more Joe is outstanding. He is very patient and knowledgeable, understands IRS requirements thoroughly, and provides clear guidance. He's highly recommended and well worth your time.