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    Simple Sums Accounting

    5.0 (3 reviews)
    Open 9:00 am - 5:00 pm

    Services - Simple Sums Accounting

    Accountants

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    Audit and conflict resolution support

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    5 years ago

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    Ask the Community - Simple Sums Accounting

    I noticed you offer a free second look at income taxes. What is the process for me to submit my taxes for review?

    The second look is a great option to be able to shop around. If you have already had your taxes prepared you can either send it to us electronically i we can look at it in person. I noticed your send us a message from California, we can do… 

    I travel a lot because of work, so it is hard for me to schedule an appointment. I have primarily used online platforms in the past. Are you able to help me remotely or will I need to come in to get mt taxes done?

    We can actually do everything remotely. You can scan everything to me and I keep it secure. Finish all your filing and then scan everything to you so you can sign and return. It is all very easy and convenient.

    How much does it cost if I am just filing single for the year?

    It would probably cost you about $35 if you don't have to file other schedules. That's where your see increases but it is reasonable. Usually less than $150 but the more info you provide the better I can quote you.… 

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    Nationwide Virtual Accounting & Tax

    Nationwide Virtual Accounting & Tax

    (24 reviews)

    My tax prep contact officially retired and closed shop after 30 plus years of service. I had to…read moreleave town unexpectedly for several weeks. The tax prep person where I am currently located gave a projection of owing a ton of money to uncle sam. I decided to search on Yelp for someone more credible and found these awesome people/company to work with. Highlights are: 1. Very responsive, lightning fast reply's 2. Reachable via email, phone 3. Quick to review documents 4. Quick to set up a final appointment 5. All done virtually through a secure system that is user friendly 6. I did not pay as much as originally stated by the first person I reached out to 7. Outstanding zoom call that was quick and painless 5 out of 5 stars!

    So this is the first year I owned a business (LLC) and was looking to get help and hopefully find…read morean accountant for the future. Now I'll be the first to say, I'm pretty lost with profit/losses and book keeping, as I said it's my first time. For the past 8 years I've just used TurboTax for personal, but as I said, first time with a business. Initially you talk with someone over a chat, they ask you questions and you answer them and send them forms. They said they could do my profit/losses for me for about $75 extra, I was fine with it, figured it was worth learning how to do it. Took about a month but finally had my appointment to talk over video (30min). They were 6min late and obviously very tired. I truly felt bad for Yuliya as she seemed so exhausted. We spent the first 18min looking at the Dept. of Washington tax site and she was showing me how to fix my prior quarterly tax filings because she felt I had labeled my business incorrectly. After I showed her what I was doing, she changed her mind and said "I think you're actually fine and doing it right". So that left us 6 minutes to rush through my tax return before her next appointment. In the end I spent $350 to save $3 (the difference in number between what I got in TurboTax vs. having it done by Nationwide). For me, if I would have learned something about better tax reporting for the LLC, it would have been worth it. But it just felt very rushed, very impersonal and honestly I'd rather just go back to doing it myself.

    Paul Montague Tax Preparation - Paul N. Montague III, EA

    Paul Montague Tax Preparation

    (5 reviews)

    I've been using TurboTax for as long as I can remember. This year I had a unique financial…read moresituation, so I decided to hire somebody who could lessen the degree to which I got screwed on my taxes. Paul was perfect for me. I did not want to drive up to Vancouver. So we did everything by phone/zoom & electronically. Here is his process: I called Paul at a designated time, and we chatted for a bit. He then asked me some questions, and directed me to his online platform. Paul's tax prep "organizer" is awesome. Many of the same questions from our phone call were reiterated and then documentation for my answers requested immediately below. It made the process easy to understand and I could do it in bite-sized chunks. There is also a spot just to the right where you can see the full array of everything you've loaded so you don't have to scroll and peck to discover if you remembered to load a particular document. After I finished, I notified him and he came back with information that enabled me to save more on my return. Actually, that one piece of info ended up saving me a lot. Our wrap up zoom conversation was instructive and pleasant. Paul has the heart of a teacher, and he took me through the process step by step so I could see how all the calculations panned out. He also gave me information that will help for next year. I totally loved working with him and will absolutely recommend him to my friends.

    I can not speak highly enough about the work Paul did for me this year…read more This was my first time working with Paul. Normally I do my own taxes, but It was a very complicated return for us. Paul was extremely informative about the tax codes associated to our needs and helped us navigate our returns very smoothly. He was an absolute pleasure to work with regarding our return. very professional , yet very personable as well. Thank You Paul! Highly Recommend.....

    Simple Sums Accounting - accountants - Updated September 2026

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