Accounting
Less than $10,000
Mar. 2019 - Dec. 2020

4.5

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 4.5

"EBS Tax Services met their deadlines and was always on top of communication."

Feb 17, 2022

VP of Business Development, Green Leaf Business Solutions

Tyler Priest

Business services
San Diego, California
11-50 Employees
Phone Interview
Verified

EBS Business Tax Services provided accounting services for a business solutions company. The team prepared and filed the client's corporate tax returns using QuickBooks.

The client was happy with EBS Business Tax Services’ efforts, which allowed them to show a loss and offset their taxes. The team demonstrated great project management skills, meeting every deadline. They communicated effectively through phone calls and in-person meetings.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of business development for Green Leaf Business Solutions, an integrated payroll and HR company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with EBS Business Tax Services?

We hired them for business tax services.

SOLUTION

What was the scope of their involvement?

EBS Tax Services helped us file our corporate tax return. The team used QuickBooks.

What is the team composition?

I worked with Carey (Tax Strategist).

How did you come to work with EBS Business Tax Services?

We were referred to them by one of our employees.

How much have you invested with them?

We invested $5,000.

What is the status of this engagement?

We worked together from March 2019–December 2020.

Eventually, we switched to a larger company because there were a lot of moving pieces for us.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Thanks to EBS Tax Services’ efforts, we were able to show a loss and take advantage of every opportunity to offset our taxes.

How did EBS Business Tax Services perform from a project management standpoint?

They did a great job with project management. The team met every deadline when it came to filing our taxes.

We used QuickBooks for project management, and we communicated through in-person meetings and phone calls.

What did you find most impressive about them?

EBS Tax Services met their deadlines and was always on top of communication.

Are there any areas they could improve?

There wasn’t anything they needed to improve; they did a good job.

Do you have any advice for potential customers?

Communicate what you’re trying to do. EBS Tax Services can help you if you’re a large business, though you might outgrow them.

RATINGS

4.5

EBS Business Tax Services

For Entrepreneurs.

Pricing Snapshot

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

Overall Review Rating

Quality

Schedule

Cost

Willing to Refer