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tax e-file (electronic filing) concept - a word cloud on a vintage slate blackboard
Finding affordable and comprehensive ways to E-File your taxes is not easy. Preparing for the tax itself is a challenging task. At times, we are occupied with so many things that we often forget to focus on minor details when preparing our returns and then ended up being audited. You have to keep your yearly financial history for tax returns. If you feel that you need help in filing your taxes, especially when you have multiple businesses, it is better to hire an accountant right away to do your bookkeeping. It will save your time when filing your returns. We came up with a few affordable ways to E-file your taxes.  

TurboTax

TurboTax is a very convenient software where you can file your taxes without paying a penny. Using an online software can be tricky, so you have to feel confident when using it. If you receive the regular W-2 form, you can use Turbotax for free. The process is simple and easy to understand; just follow the instructions. You can access TurboTax from your phone by downloading the mobile app. Based on the information provided, it also tells you if there is an audit risk on the return. Users can also access free live chat and seek advice from an expert.

TurboTax also offers more advanced services for a fee. One of those services is SmartLook which allows you to have a live conversation with a CPA through video chat. If you are filing 1040A or 1040EZ and fulfill the following requirements, you can qualify for the free edition.

  • Do not own a home
  • Income less than $100,000
  • No pending medical bills

H&R Block

H&R Block offers free tax filing through various mediums like phone, email, and one-on-one consultations at any of their branches. H&R Block has more than 12,000 branches. If you have a student loan or own a property, H&R Block is the right choice for you as it supports more forms, including 1040. You can say it is an advance edition of TurboTax. You can file federal and state returns with H&R Block.

 TaxAct

TaxAct is considered one of the best options compared to its competitors. It is easy to use and has features including email, resources, and guides to help you when filing your tax return. If your tax return requires more advanced support, you can purchase its “Freelancer” version for approximately $82.00 for state and federal tax returns. Whereas, TurboTax costs around $40.00. TaxAct does not offer a free desktop version, but you can still get the software for only $15.00. TaxAct is one of the cheapest software that you can use when filing for your returns.

eSmart Tax

eSmart Tax allows you to file basic federal returns for free. It offers you free live support and audit support from a CPA. If you have used any other software previously and want to migrate your tax information to eSmart, you can do that conveniently and free.  If you are filing for state tax, it will cost you around $30.00.

IRS Free File (IRS.gov)

Many counties in the United States offer free electronic filing for income tax returns. Although, they do have some requirements. If you qualify, they will actually file the return for you and suggest what you can do to get more money back. For example, Big Bend volunteers are IRS certified and offer free preparation for income tax returns in Leon County, Tallahassee, Florida.

Conclusion

Preparing for tax returns is not at all fun, but it can be hassle-free with the right choice of your tax software. For simple tax returns, you do not really have to purchase an advanced version, however, it is important to find the software according to your needs. Many companies offer free software to their employees for E-Filing. If your income is more than $200,000, unfortunately, none of these will help you. The best thing to do in that situation is to hire a CPA who can prepare for your taxes and help you get the best results.

Check out America's Best Bookkeepers
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual accounting, providing services to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks file and critical financial documents in an efficient and secure environment. Complete Controller’s team of  US based accounting professionals are certified QuickBooksTMProAdvisor’s providing bookkeeping and controller services including training, full or partial-service bookkeeping, cash-flow management, budgeting and forecasting, vendor and receivables management, process and controls advisement, and customized reporting. Offering flat rate pricing, Complete Controller is the most cost effective expert accounting solution for business, family office, trusts, and households of any size or complexity.

Time for Taxes Planning Money Financial Accounting Taxation Businessman Tax Economy Refund Money

In A Nutshell

Preparing tax returns is no easy feat as it requires specialized expertise and skills in accounting. In the tax season, every business is supposed to file a federal income tax return under law and, those who fail to do so, face heavy penalties and fines. When specifically talking about costs, they vary according to the complexity and comprehensiveness of your tax information. Moreover, tax professionals have a different fee structure that needs to be duly tracked prior to making a contract. Costs vary widely for tax preparation, from DIY tax prep software to professional tax preparers. With so many options, you need to set your priorities based on your tax situation in order to create a clean tax filing record.

The Thought of Preparing Tax Returns can be Daunting

It can be quite an achievement when you come across and conceive an exceptional business idea, to which you are sure will work well for you. Your entrepreneurial skills and wisdom have created a business venture that is sure to yield significant gains at some point in time. Amidst all of this excitement comes a point when you have to file a federal income tax return in the tax season and you may have no idea how to deal with it. This is where the real misery starts and businesses shudder to lose their conscious and fall apart into pieces. In order to prevent this occurrence, businesses need to either hire tax professionals to prepare their tax returns or use DIY tax prep software to evaluate how much they are liable to pay to the government.

DIY Tax Prep Software vs. Tax Preparers

Depending on the complexity of your tax information, you need to decide which option is right for you and best suit your business’s tax needs. Preparing business tax returns is not as simple as it seems. It requires technical knowledge, skills, and expertise, which most of us lack. Most likely, it is ideal to spend a little portion of your hard-earned money on hiring the seasonal services of tax professionals if you expect to file a clean tax return and save yourself from the hectic process of the tax return process.

The point is, whatever you invest on, tax professionals will pay off in the long course of your business’s journey. Generally, for preparing a simple federal income tax return, tax professional may charge anywhere around $100-$150. However, they may add more fees to your final invoice or settlement if the complexity and depth of your tax refund grows. 

DIY Tax Prep Software

If you own a small-scale business, you may not be able to afford hiring a tax professional to prepare your tax returns. If not, you can use DIY tax prep software as an ideal alternative. It largely depends on the frequency of financial transactions and accuracy of taxable bookkeeping records. There is a wide variety of DIY tax prep software and online options that calculate accurate tax returns. Moreover, they are affordable, fast, and user-friendly, which means you can trust tax prep software, especially if you can’t hire a tax professional. The best thing about DIY tools and software is that they are cost-effective and anyone can afford to acquire them with very little or no subscription fee.

Conclusion

For fairly simple and straightforward tax calculations, DIY tax prep software can be used. However, for complex financial transactions, hiring tax professionals to prepare your tax returns is a smart choice. It is important to evaluate the effectiveness of your software and weigh its value of tax preparation against the cost prior to making the final decision of which option to go with—either DIY tax prep software or hiring tax professionals. Without a doubt, a well-organized yet clean tax filing can save you a lot of money and stress.

Check out America's Best Bookkeepers
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual accounting, providing services to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks file and critical financial documents in an efficient and secure environment. Complete Controller’s team of  US based accounting professionals are certified QuickBooksTMProAdvisor’s providing bookkeeping and controller services including training, full or partial-service bookkeeping, cash-flow management, budgeting and forecasting, vendor and receivables management, process and controls advisement, and customized reporting. Offering flat rate pricing, Complete Controller is the most cost effective expert accounting solution for business, family office, trusts, and households of any size or complexity.

Calculator with text "Tax Time" on tax forms and money. Business concept.
Having the right tax preparer at your service has numerous advantages. It can save you thousands of tax dollars. Tax experts are adept at finding critical information from your financial statements and reports and using them to your favor. They are experienced and have the ability to look beyond the obvious and offer value to your business. However, if you do not conduct research about the tax preparer, you may end up choosing the wrong one, which could be disastrous.

You don’t really need a high-end CPA who charges $200/hour for filing a simple return that has few ambiguities. However, you do need a tax preparer who is reputable and experienced enough to carry out this task. To get the most out of your money in the long run, below are some tips to get you on the way to choosing the correct way to file your taxes

File Free through the IRS

A free filing service is available at your convenience where you can file your returns without any cost. There are e-file services available online that can be used to fill out the necessary information and submit it electronically. This service is a partnership between the IRS and tax software companies. For individuals who have pretty simple financials, using an e-file service is easy and accessible from everywhere. Also, taxpayers who have a gross income of less than $57000 can use bookkeeping software that can also calculate their tax returns free of cost. The file can then simply be submitted through the same e-file.

Do It Yourself

Do it yourself is one of the most popular and cost-saving methods to filing your tax returns. Many software tax preparation programs are specifically designed for this purpose and they are easy to use. The software guides you through each step, highlights the inaccuracies and audits the document with red flags. These software services are not very expensive. You can get them online for $10 – $40.

Doing the returns yourself obviously has its advantages as you can save money. However, businesses must consult a professional if there are any complications. Some DIY software also comes with a helpline that can be contacted for queries. A DIY tax preparation service will typically cater to all common items such as mortgages, student loans, and charitable deductions. Anyone that has basic tax knowledge can figure out a way to perform the job.

Use a Storefront Tax Service

For some people, the DIY option may sound like too much of a burden. An alternative is to use a storefront tax service. The taxing code keeps on changing regularly and more than 3,500 changes have been observed in the past 18 years and that does not include changes from the latest tax reforms that were recently passed by the government. Therefore, clients may need face to face help in order to get some answers to their concerns. A personalized guidance from the right tax preparer is exactly what some clients want, which prompts them to use storefront services.

The role of a tax preparer should be quite dynamic and not just limited to data input. If they are not adding any value to your tax returns by thoroughly analyzing your financial information and using every possible deduction, they might not be the right choice for you. Someone who actually puts an effort in to educate you about possible tax deductions in accordance with your situation is a tax preparer who can be trusted.

A storefront service might not be able to help you a if you have to file tax returns for a developed business with multiple areas of concern. However, any common tax issue is easily handled by these companies.

Hire an Enrolled Agent

Getting your money’s worth also means that there are no discrepancies in your filed returns and you have managed to considerably reduce your tax bill through all legal channels. Finding a competent individual who can do this task can be a challenge. A proper tax preparer in this situation would be an enrolled agent. These individuals are endorsed by the National Association of Enrolled Agents and have the expertise and knowledge to manage your tax returns, offer you tax advice, and represent you in an audit. Individuals and couples who want to diminish the anxiety related to the possibility of being audited alone should consult an enrolled agent.

Check out America's Best Bookkeepers
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual accounting, providing services to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks file and critical financial documents in an efficient and secure environment. Complete Controller’s team of  US based accounting professionals are certified QuickBooksTMProAdvisor’s providing bookkeeping and controller services including training, full or partial-service bookkeeping, cash-flow management, budgeting and forecasting, vendor and receivables management, process and controls advisement, and customized reporting. Offering flat rate pricing, Complete Controller is the most cost effective expert accounting solution for business, family office, trusts, and households of any size or complexity.

US tax forms background
Preparing for taxes is challenging. If your situation is simple with just one W-2 and some bank or mortgage interests, you may not want to hire a CPA. However, if you have some twist and turns such as how much you earn, you are divorced, or have any retirement plans, you may want to consider hiring a CPA for your tax preparation. Additionally, if you are concerned about your tax preparation, a CPA can advise you and help you prepare everything from scratch.

CPAs can assist you in not only with preparing your taxes, but monetary planning as well… which means their doors are open year round. If you want to invest in your children’s education or start a new venture, they can help you with planning and building strategies per your requirements.

Let’s take a brief look at some complicated situations that benefit from having a CPA in tax preparation.

Earning more than $200,000

Those with high net are more likely to be audited. If you want to avoid facing any problems with the IRS, ask for guidance from a CPA. A CPA can help you with bookkeeping and making sure that you have filed correctly. Therefore, if you are audited, your CPA will represent you and your interests.

Divorced with Children

There could be some advantages and disadvantages in tax consequences when you are divorced and have children. Your CPA can help maximize benefits on both sides. CPAs are not only looking to do your taxes; they also want to help you with an ongoing relationship.

Small Business or Liabilities

There are many different taxes that we may not be aware of. Using his or her skills and experience, a CPA can help you pay the least amount of taxes if you own a business. It is important that you keep track of your monthly and yearly expenses by bookkeeping because, when it is time to do your taxes, it will save you from extra hours of going back and having to organize those things.

Some are more interested in using a tax software as they believe it will save them from paying a huge amount in taxes. However, keep in mind that these software’s cannot handle extremely complex situations. There are numerous other reasons why you need to use a CPA when preparing your taxes if you have a small business or liability.

Licensing and Knowledge

CPAs are licensed by the state. Keep in mind that they are different from an accountant. CPAs pass an exam to maintain their certification. Their responsibility is to keep track of tax laws and, if any changes are made, they share it with their clients.

CPAs are always in a learning process because they have to stay updated with all of the laws (whether it is local, federal, or state). In order to continue their license, they have to take courses/exams on the latest tax policies and run their business according to specific requirements by their state. A CPA’s knowledge and skills help reduce any tax liabilities and guide you on how to save more money for the future.

Record Maintenance

A CPA will keep a record and maintain privacy of your tax information for years. You don’t have to continue maintaining folders for your tax papers, they do it for you. Nowadays, everything has become digital. However, if you want to keep a copy for your own records, a CPA will arrange it for you.

Saves You Time

If you are running multiple businesses or taking care of your home and children and running out of time, these are very good reasons to get a CPA on board. It certainly doesn’t mean that you don’t have to do anything. You just have to share your business details and financial information with your CPA and they will enter it all into the system and file your return. It might be frustrating getting all of the details together in the beginning. But, eventually, it will get better once your CPA understands your business.

Check out America's Best Bookkeepers


About Complete Controller® – America’s Bookkeeping Experts
 Complete Controller is the Nation’s Leader in virtual accounting, providing services to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks file and critical financial documents in an efficient and secure environment. Complete Controller’s team of  US based accounting professionals are certified QuickBooksTMProAdvisor’s providing bookkeeping and controller services including training, full or partial-service bookkeeping, cash-flow management, budgeting and forecasting, vendor and receivables management, process and controls advisement, and customized reporting. Offering flat rate pricing, Complete Controller is the most cost effective expert accounting solution for business, family office, trusts, and households of any size or complexity.

 

1040 Tax Return Form with a Pen
We’ve all seen the commercials of people scratching their heads, trying to file their income tax return. We all know about sales tax and the taxes you pay at the gas pump, grocery stores, etc. But, specifically speaking of income tax, there is a requirement to file personal income tax returns once a year.

Certain people are exempt from income tax. For others, their financial information is simple and filing a tax return is no big deal. People that have simple financials file a single page 1040EZ form. However, those who have complex financials, such as homeowners, people with dependents, and business owners, often require the help of a bookkeeper or tax attorney in the process of filing their taxes.

In order to help you better understand, this guide will cover the basics of the process of filing your taxes. You can then check out federal websites, such as the IRS website, for further details and forms.

Do you need to File a Tax Return?

Any citizen or resident of the United States, who has reached a tax-paying age and meets the IRS requirements, must file an income tax return.

Filing Status

Filing status refers to a filer’s marital status. The option for ‘Head of Household’ is defined as someone who is not married, however, is responsible for supporting a household, a divorcee or a widower. Married couples can choose to file their tax returns jointly or separately.

Which Tax Form should you Use?

If you have simple assets and financials, you should use the simple 1040EZ form for filing your taxes. You can use it if you have a low taxable income (below $100,000) and if you are only utilizing the standard tax deduction, not claiming any others as dependents.

If you don’t meet the criteria for the 1040EZ, you’d need to use the 1040A form. If not that, then you will be required to file using the most complex 1040 form to file your income tax.

Should you File Electronically or use the Traditional Paper Form?

There are two methods of filing returns. You can mail a paper form that is signed or use the electronic method called E-File. There is an option for downloading and printing forms that you can fill out, which you can then sign and mail to the IRS. Otherwise, you’ll have to find an IRS E-File service provider, which may have a fee. You can also use a third party tax preparation software for E-Filing. If you E-File, you’ll get your refunds quicker if you’re eligible for a refund, compared to refunds received via mail.

When should you File your Taxes?

The filing is generally done around the 15th of April. If you are facing any kinds of problems, you can apply for an extension until the 15th of October.

There is also an automatic extension if you’re out of the US, along with other ways to extend your filing due date. Do keep in mind that the extension for filing is different compared to an extension to pay. There are a variety of payment options offered by the IRS.

Is there any Room for Error?

Everyone has different specifics regarding their taxes and they may be affected by a lot of things such as home ownership, investments, alimony, business, children and other dependents. It is easy to make mistakes when dealing with such complexities and the IRS allows you to correct such mistakes. However, you can save time and possibly money if you do it right the first time. It is recommended that you consult a tax attorney or an accountant/bookkeeper to help you with the tax filing process.

Check out America's Best Bookkeepers
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual accounting, providing services to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks file and critical financial documents in an efficient and secure environment. Complete Controller’s team of  US based accounting professionals are certified QuickBooksTMProAdvisor’s providing bookkeeping and controller services including training, full or partial-service bookkeeping, cash-flow management, budgeting and forecasting, vendor and receivables management, process and controls advisement, and customized reporting. Offering flat rate pricing, Complete Controller is the most cost effective expert accounting solution for business, family office, trusts, and households of any size or complexity.

 

 

tax form with notepad, pen, pencil and calculator
The average American taxpayer has quite a few options when it comes to preparing a tax return. Those with a modest income, employees, tenants, and low investment owners are better off filing their taxes online through tax preparation websites. The online services are quick, inexpensive, and offer a convenient solution for your basic tax needs. Certain brick and mortar tax preparing services have now launched their own websites for such clients.

However, not all tax situations are similar. If you own rental properties, run a business, or have other investments, preparing a tax return is a lot different and, in many cases, will require the services of an expert. A professional tax preparer will ensure that your deductions are maximized and you end up with a significantly lesser tax burden. However, even an expert requires tidy bookkeeping and certain items to help you file a return to the best of their ability.

Identification

You are required to have a photo identification that would appear on top of the form 1040. Any type of identification document is sufficient to go through this step. A social security card is the most important identification document when preparing a tax return. If you have a spouse or family and are planning to file jointly, everyone’s social security cards are required. Married individuals need the signature of their spouse on their tax returns before they are submitted to the IRS.

For US citizens, a social security number works just fine. However, in some cases, other nationality holders are required to file income tax returns. They need to acquire an ITIN (individual taxpayer identification number) and bring that to the tax preparer’s office so that the process can proceed.

Proof of Income

The purpose of income tax is not only to inquire about what you earn at your place of employment, but income from other sources as well such as investments, businesses, the sale of property, etc. Not all of your income is taxed at the same rate and some won’t be taxed at all. However, you have to disclose everything. Earned income will be taxed separately from unearned income.

You must have an official income statement from each of your income sources. Your employer reports your earned income as a W-2, while self-employed individuals report it as a 1099-MISC. You must bring all of these income documents to the expert’s office to prepare your tax return. Below are some types of incomes that you should report to the IRS.

  • Earned income
  • Income from business
  • Rental income
  • Social security benefits
  • Royalties
  • Gambling earnings
  • Rental income
  • Income earned as dividends on stock
  • Alimony

Once you have acquired everything that is needed, you can proceed with the deductions and exemptions.

Proof of Expenses

The most vital reason for hiring a tax expert is to increase your deductions in compliance with the rules and regulations of the IRS. All taxpayers are permitted for a standardized deduction. However, if you really want to reduce the tax burden, there is a lot that can be achieved by providing substantial documentation of your expenses when preparing your return.

This is why it is important for you to always keep receipts as they are the sole proof of your expenses. Businesses are often liable to the most amount of deductions in the form of business expenses. Though, there are deductions like medical bills, childcare expenses, mortgage interest, and charitable contributions that can be included in individual expenses.

Proof of Disaster, Theft and Other Unexpected Losses

If someone has encountered an unexpected situation and suffered heavy losses, you must not think that the IRS is going to get you. Several provisions in the tax code are designed to help such individuals and businesses who have incurred heavy damages.

To claim a loss or theft, you will have to provide a proof of ownership as well as the details of how it was taken away from you. If you have claimed part of the damages with your insurance, that must be clearly stated. In the majority of cases, victims of natural disasters are totally exempt from taxes by providing a proof of lost property and rebuilding expenses.

Conclusion

Individuals who are able to produce all of the above-mentioned items have no need to worry when it comes to preparing a tax return. You just need to find a good tax preparer and get this taken care of before the due date with solid deductions.

Check out America's Best Bookkeepers
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual accounting, providing services to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks file and critical financial documents in an efficient and secure environment. Complete Controller’s team of  US based accounting professionals are certified QuickBooksTMProAdvisor’s providing bookkeeping and controller services including training, full or partial-service bookkeeping, cash-flow management, budgeting and forecasting, vendor and receivables management, process and controls advisement, and customized reporting. Offering flat rate pricing, Complete Controller is the most cost effective expert accounting solution for business, family office, trusts, and households of any size or complexity.

 

 

 

 

 

 

 

 

United States Capitol Building in Washington, DC with Tax Reform stamp effect
Are you are confused about how the new tax laws will affect you? You are probably not alone as many people are looking for legitimate answers. With the ink barely dry on the new tax laws, ambiguity proliferates about what to do or even what to ask a tax consultant. Before collecting your box of receipts and making a trip to the accountant, you are required to know certain key details that will make business tax filings a lot more bearable.

People might ascertain that with the approval of the tax reform bill last December, the changes have taken effect and they will need to fill out the forms for the next few months accordingly However, the 500-page law largely affects 2018 filings and not what’s payable for 2017.

Key Highlights of the New Tax Bill

While maximizing deductions for 2017 only offered you limited options, such as paying valued property taxes for the next year and increasing charitable donations, there is a modification that some can still cash in on. This is related to a retroactive plummeting of the limit for medical bill deductions. For 2017, if your medical bills are above 7.5% of your income, you are allowed to deduct them from your business tax filings. This is a considerable drop from the previous limit, which stood at 10%.

For small businesses, the changes are not as simple as all of the information is not yet clearly provided. The treasury department has stated that some service-oriented businesses, such as bookkeeping services and law firms, are not eligible to take benefit of tax reductions for limited liability companies. They typically pay their taxes on the personal tax returns of the owners. However, it is not clearly defined which types of service-based businesses are liable to follow this clause. This is scheduled to be clarified somewhere later in the year.

Your Paycheck will Increase, but is that a Good Thing?

Around 90% of Americans will see a rise inn their paychecks, which should be considered good news. But, not for long, as employers will adjust employee withholdings under the new law. A change in the IRS withholding table, which guides employers to deduct from employee’s paycheck, is responsible for the adjustment. This means that taxpayers should ensure the exact amount that is being withheld from their paycheck as they do not want to end up owning the IRS at the end of the current year. This change will significantly affect businesses tax filings for the vast majority of the population in the upcoming year.

Slower Refunds

If you are expecting a refund this year, you might need patience as all federal refunds filed by standard mail might be running late. This, however, might not be such a significant issue for most citizens. Although low wage earners who are relying on these refunds to pay their bills will get a setback. Therefore, you are better off filing electronically as electronic business tax filings are not expected to be delayed.

Watch Out for Scams and Quick Refunds

As mentioned earlier, taxpayers are expected to get slower refunds and, because of that, short-term anticipation loans are expected to be in higher demand. Therefore, it is advised by the Center for Economic Progress that it is probable that these loans will charge predatory rates. Taxpayers should avoid them as much possible. Moreover, if an outside company is offering you quicker refunds, the likelihood of a scam is quite imminent. You are also advised not to trust any phone calls that portrays to be from the IRS as they will only ever reach out to you through the mail.

Following these guidelines for business tax filings will ensure that you end up with a lesser tax burden for the upcoming year.

Check out America's Best Bookkeepers
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual accounting, providing services to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks file and critical financial documents in an efficient and secure environment. Complete Controller’s team of  US based accounting professionals are certified QuickBooksTMProAdvisor’s providing bookkeeping and controller services including training, full or partial-service bookkeeping, cash-flow management, budgeting and forecasting, vendor and receivables management, process and controls advisement, and customized reporting. Offering flat rate pricing, Complete Controller is the most cost effective expert accounting solution for business, family office, trusts, and households of any size or complexity.