Our school of thought is always to engage a CPA initially and throughout your business journey. Consult with a CPA before you DIY your business paperwork. Explore our offers by starting a business evaluation. Click the button below to get started today.

The beauty about being a virtual, full-service bookkeeping and tax services firm is that we get to deliver results across all 50 states! We find that there are many advantages in operating a remote model. The main advantage is you can find talented accounting professionals that may not be located in your local city or state.

Let's be straightforward. We believe it's beneficial for businesses to continue their professional relationship with their current accounting team and strive to resolve any misunderstandings. Once you've made an effort to address any issues with your current accounting team, we'll be open to considering a partnership with you. To move forward with any engagements, please ensure that you request a disengagement letter from your Accountant or CPA and share the notice with us. We will only proceed with a disengagement notice from your previous accounting team. Also, if our fees are substantially higher than your previous Certified Public Accountant, we will match, assuming the following items are in order: Your previous accountant has a CPA or EA designation You can provide us with the most recent financial statement before starting an engagement with us The Balance Sheet matches supporting documentation (e.g., tax, bank, loan, and credit card statements) Receipts for material transactions can be substantiated Your accounting was maintained in QBO

The simple answer is No! We do individual returns for business owners onboarded through any of our signature programs.

Once you book your Legacy Math™ Evaluation, you will receive a confirmation email. Please follow the steps set forth in the emails you receive over the next two days. These steps must be completed before our discussion. Overall, the following steps will flow easily in 3 simple steps. Your role is crucial in this process. We recommend starting with a business evaluation to get to know each other better, as your input is invaluable. We’ll swipe right and send you an email outlining the bells and whistles of each program so you can choose the best service for you. Once you finalize your choice, you can set up your account. Once you've signed up for your account in TaxDome, you'll receive detailed next steps inside your portal with an easy-to-follow Welcome Guide.