Bookkeeping is important for several reasons. First it is used as a tool in your businesses tax preparation. By keeping accurate records of your income and expenses you ensure taxes are paid only on your true net income. Bookkeeping also allows you to keep a picture of how much your business earns and what you spend your money on. Having this info can assist you with setting future goals for profitability and/or sales. Having an accurate set of financials is imperative when attempting to secure business loans or establish business credit. In the event of an IRS audit, bookkeeping can be well worth the expense as IRS requires accurate financial records to be maintained. One last reason, by freeing up time you would spend trying to put together your financials will allow you to concentrate on running your business.

If you have elected to be taxed as an S Corporation, the IRS requires you to run a payroll. In addition, if you pay someone to do work for your business you become responsible for deducting payroll taxes based on wages earned. These taxes are then required to be paid to IRS and State agencies. Payroll reports are required to be filed quarterly and annually. Payroll processing is time consuming and often confusing. By outsourcing your payroll, you will have more free time and be less worried about whether you are in compliance with ever changing rules associated with payroll.

Yes, we can still help you! In most small business both spouses have to contribute something in order for the business to succeed. We do a separate set of books called the “tax books” your spouse can still keep their job of “doing the books” for the business but will have much less stress about it because they won’t be used for the tax return. If it helps, think of what your spouse is doing more as an in-house bookkeeper that creates invoices and pays the bills, you will still need someone to do those tasks.

Once you have decided on the package that is right for you, we will send a Payment Authorization Form along with your Business Owner Package Contract that allows us to pay our bill each month at the agreed upon rate.  Once it is set up, it will automatically recur each month with no further action needed. Our prices are based on the revenue of the previous year, so all increases and decreases will happen on January 1st each year.

As a business owner, we know how important it is that you have access to all your financial information whenever needed so you will have unlimited access to your QuickBooks Online file with many reporting options you can run anytime.  Our staff will send you monthly financial statements direct to your email on a recurring schedule.

When your tax returns are complete and approved, our office will send you copies of the final return(s) and detailed instructions with how to make payments along with copies of payment vouchers and envelopes for mailing them in.

Help with IRS notices and audits is not included in the core package but can be added on to your package if you would like.  With the Audit Defender add on, if you receive any notices from the IRS in relation to work we have performed, we will respond or assist you with a response and resolution at no additional cost.  The only exceptions to this is for notices that relate to tax work we did not do for you. We can assist with that type of work if desired at a VERY reasonable hourly rate.

Yes.  In most cases we will e-file all of your tax returns.  If for any reason we need to paper file, we will notify you of this and hard copies with instructions will be sent to you.

No.  Unfortunately, we do not perform work onsite.  We work very hard to ensure information can pass easily between us and our clients.  Between email and our web portal, we have streamlined the ways we can complete your bookkeeping, payroll and tax work.

I originally started my business under the name Balanced Business Solutions in May of 2015, I re-branded to Sawtooth Financial in April of 2018.  Before I went out on my own, I was in public accounting for 5 years and the tax department of a large publicly traded company for 3 years.

Absolutely! I have clients from all over the world!

No. You actually don’t have to be a CPA to prepare and file someone else’s tax return. I do have over 16 years of experience preparing tax returns. I worked in public accounting for 5 years and then in the tax department of a very large publicly traded company for 3 years. After that I started my own business and have been preparing tax returns for happy clients ever since. I do have an EA that I work with if needed.

Yes, I also do individual tax returns. I will treat you like a real client not just a random walk-in off the street. I check in with you during the year and give you tax savings ideas as I’m preparing your return.  I can also help clear up IRS problems that have come up from using other tax preparation methods such as the DIY program with 1,000,000 questions! Prices start at $350 and will go up from there depending on complexity.