1-800Accountant Review: Features & Pricing

Traditional Certified Public Accountant (CPA) firms also provide similar services, but typically at substantially higher costs and without the streamlined, technology-enabled experience that 1-800Accountant offers. Overall, 1-800Accountant provides the most comprehensive service for the price with its expert-led offerings. The Core Accounting plan is perfect for established small to medium-sized businesses that require more advanced financial features and comprehensive tax support. This mid-tier solution is particularly valuable for businesses with more complex tax situations, those with owners who need both personal and business tax preparation, or companies that require bookkeeping software integration.

Features Included:

Each plan provides direct access to a qualified accountant, proactive tax planning, and quarterly reviews — services that would cost significantly more if purchased separately. Although it requires a larger upfront commitment, the annual billing structure actually results in substantial savings when compared to hiring in-house accounting staff or piecing together multiple financial services. 1-800Accountant makes professional accounting accessible to business owners of all experience levels. The company’s client portal is intuitive and well-organized, making it simple to upload documents, communicate with your accountant, and access important financial information. The combination of user-friendly technology with human expertise means clients can easily 1-800accountant login manage their accounting needs without getting overwhelmed by technical details or complex financial software. Online bookkeeping services offer several advantages to businesses looking to manage their financial records efficiently.

The TRUiC Team

You should be able to access a dedicated bookkeeper for any questions or advice and one-on-one assistance. I can contact 1-800Accountant via phone, chat, email, or secure messaging within the client portal. These include a balance sheet, income statement, invoices, mileage log, reconciliations, transactions by account, journal entries, general journal, and general ledger. 1-800Accountant will prepare and file my articles of organization, file for my employer identification number (EIN), serve as my registered agent, and help me set up my business for maximized tax savings. The developer, 1800accountant, indicated that the app’s privacy practices may include handling of data as described below. We are a nationwide team of accountants here to help small businesses navigate 2024’s changing tax code and prepare for whatever comes next.

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• Although if you’re looking for bookkeeping, other companies on this list offer all of that for less in their basic plans.
• It also allows me to message my accountant directly and schedule an appointment.
• We evaluated whether the online bookkeeping service offered tax and consulting, and the scope of those services.
• It uses the proprietary software ClientBooks, an all-in-one back office tool with advanced features to help you stay focused on growing your business.
• Available for both iOS and Android users, 1-800Accountant’s mobile app allows me to perform the same tasks as with my computer.
• For businesses seeking professional accounting expertise without the substantial costs of traditional firms, 1-800Accountant delivers exceptional value.
• ClientBooks allows me to create invoices, categorize my transactions, and access my financials, and its mobile app lets me track my mileage and upload receipts and business documents.

Every client receives a dedicated accountant who becomes familiar with their business’s specific needs and challenges. The consistent access to professional expertise, combined with responsive support and regular check-ins, ensures that clients never feel left in the dark about their financial matters. The company’s proactive approach to tax planning and quarterly reviews also demonstrates a commitment to client success that goes beyond basic support. 1-800Accountant offers a robust mobile app and secure online portal that allows me to communicate with my bookkeeper and access my documents. It can also assist with entity formation and filing my personal and business tax returns, offer tax advice, and provide catch-up bookkeeping services if I need assistance with getting my books up to date. 1-800Accountant provides comprehensive accounting and tax services with a personal touch.

Talk to 1-800Accountant. Say Hello to Tax Savings.

The workers were coached on pressuring customers with pre-scripted half-truths to close in on multi-thousand-dollar sales. In short, taking just a few steps away from major review sites reveals a vastly different picture than the one they advertise. We consider the opinions of users and the service’s ratings on various review sites. These criteria were disregarded for providers where no reviews were found. Copyright ©2025 MH Sub I, LLC dba Nolo ® Self-help services may not be permitted in all states. The information provided on this site is not legal advice, does not constitute a lawyer referral service, and no attorney-client or confidential relationship is or will be formed by use of the site.

• As such, identify your specific needs while reviewing our list, and you’ll be sure to find the ideal fit from our top-rated services.
• Danielle Bauter is a writer for the Accounting division of Fit Small Business.
• Because each plan depends on many factors, we looked at the value provided in terms of the time and potential money that you’re saving by using the service.
• With any plan, I’ll be matched with a dedicated accountant who is knowledgeable in my industry and location.
• Canada’s bookkeeping community is gearing up for a week-long celebration!
• The company’s tiered pricing structure makes professional accounting services accessible to businesses at different growth stages while a dedicated accountant ensures consistent, knowledgeable support throughout the year.
• The company’s services include tax preparation, proactive planning, quarterly reviews, and financial reporting — all designed to help businesses optimize their financial operations and maximize tax savings.

1-800Accountant is particularly well-suited for small businesses seeking professional financial management without the overhead of an in-house accounting team. The company’s Business plan, starting at $179 per month, offers essential services like dedicated accounting support, tax planning, and quarterly reviews to make professional expertise accessible to growing companies. 1-800Accountant sets the gold standard for customer service in the accounting industry.

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Online bookkeeping services can also be more cost-effective than traditional bookkeeping methods. They eliminate the need for businesses to invest in expensive accounting software or hire in-house accountants, since all the necessary tools and expertise are available online. This can be particularly beneficial for small businesses and startups with limited budgets. How do we explain the disconnect in customer reviews and user testimony on forums?