Whatever your software (even if it’s Excel!) you need to have a system for categorizing expenses … not only so you can see what’s actually happening — but so you can capture all of the tax savings now available to business owners (if only they kne
It’s one thing to have clear P/Ls… it’s an entirely different thing to optimize your financial systems so that you’re capturing every legal and ethical deduction available to you and your business.
It doesn’t help to have your accountant tell you that you are running in the red — after you’ve buried yourself in debt. Or that a particular product/service category is booming — after you’ve finished your sales cycle. Let us point you where you need to go.
We just wanted you to know how pleased Evan and I were with the preparation of our 2008 tax return and especially the amended return you did for 2007. We are glad you recommended that we bring in our 2007 tax return for you to review free of charge. After seeing the errors that were made on the 2007 tax return and the resulting additional refund of $1672.00 by having the return amended, we now realize the importance of having a professional tax preparer do our tax return. We will be sure to recommend you to all of our friends, neighbors, and coworkers. We look forward to seeing you again next year to prepare our 2009 tax return.
Evan & Jennifer
Research Triangle, NC
I have been a client of Barton’s Tax & Accounting Service for the last 3 years and am extremely satisfied with their professionalism response time, and overall helpfulness. Each year the process has been pain free and stress free and I highly recommend their services to anyone who wants their taxes done right and done on time.
My personal sales have grown from $500,000 in 2006 when we turned the bookkeeping work I used to do over to your company, to over $900,000 in 2007 and over $1 million in 2008. Hiring your firm has turned out to be one of the best business decisions our company has made in over 12 years in business. Thanks for all you do for our company to make us more successful.”
Research Triangle, NC
Like many small business managers over the last 20 years, I was lead to believe that the national payroll service providers, with their broad reporting capabilities, would be of great value to my business. My actual experience over a ten year period went from tolerable to clearly unethical. Now, after allowing my friend and fellow Rotarian, Billy Barton, to process my payroll for the last twelve months, I’m more than happy to recommend Barton Tax and Accounting Service.
First, and foremost, having someone local that you can really trust as a partner for your business is really important. And having that partner right around the corner when you need to call or stop by his office is a real value that the big companies just can’t touch. On several occasions we have overlooked a payroll issue that Billy was able to correct and have us drop by and pick up the same day.
Last, and least, BTAAS came in at a noticeably lower cost than both ADP and Paychex due to his utilization of a reasonable and respected QuickBooks payroll software program that has the capacity to provide most any reporting a small business would normally require.