1-800Accountant

BACKGROUND

Please describe your company and position.

I am an Executive (a/an) Consulting

Describe what your company does in a single sentence.

IT and Management consulting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 1-800Accountant to accomplish?

• Annual filing
• Business Tax Strategy
• personal Tax planing

SOLUTION

How did you find 1-800Accountant?

• Online Search
• Referral

Why did you select 1-800Accountant over others?

Referred to me

What was the size of 1-800Accountant’s team?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Filing taxes for Personal and Business 1040 Business tax status change

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Taxable income
• Refund amount
• Taxes owed

Describe their project management. Did they deliver items on time? How did they respond to your needs?

It was not a good experience in 2022. My tax manager left their firm and thenI was tossed around to incompetent tax managers who knew nothing about handling my situation. I spoke to the management about my issues but I just got randomly assigned to other people who could not help and then they stopped helping me completely and abandoned my tax prep work.

They are not a good firm for consultants with 1-25 employees since the budget is tight in small bsuiness so the value received is basic at best. I recommend using the popular tax firms like turbo tax or H&R Block to do taxes because after thousands of dollars they just don't match the value or customer respect owed.

What was your primary form of communication with 1-800Accountant?

Virtual Meeting, Email or Messaging App

What did you find most impressive or unique about this company?

It's all handled electronically using their custom in house booking keeping software and they rotate accountants like groceries in kitchen, so you have option to change if you don't like working with someone, for a few times.All meetings with your accountant are scheduled via app or desktop website and they can also expedite your slot, incase someone else becomes available but you risk switching your accountant.Their turn around times to switch accountants is about 5 business days.

You are never connected to management in case of issues and get scheduled to speak with someone in customer support incase of accounting issues, though you could message your accounting manger via app or online but response may be limited or ineffective versus a phone conversation with their manager in escalation event. Overall its convenient but not effective with 1800 accountants unless you are willing to shell huge sums of money.

Are there any areas for improvement or something 1-800Accountant could have done differently?

Hire and retain good accountants with real world experience and a CPA. Senior accountants move away from customer facing roles so whats left is junk that customer face and get ripped, so better pay might help keep more seasoned accountants in their role than promote them in house for bigger payout. Hire accountants from metropolitan areas not Kansas! we need quality not quantity.

BACKGROUND

Introduce your business and what you do there.

I’m the owner and operator of an organization that provides remote dosimetry services for cancer centers across the nation.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with 1-800Accountant?

I had a lot of tax queries concerning my business and employees, so we needed someone to provide us with accounting services.

SOLUTION

What was the scope of their involvement?

1-800Accountant provides me with tax and accounting management and consultancy related to my business expenses and operations.

Some of the accounting services they provide include bookkeeping, tax preparation, financial planning, and business advisory, to make sure everything is being tracked properly.

What is the team composition?

I deal with a tax advisor, a certified accountant, and a payroll specialist.

How did you come to work with 1-800Accountant?

I found them while researching public accountants in Hattiesburg, Mississippi and I was able to reach out to the tax advisor.

Their entrepreneurial background and experience persuaded me to utilize their services for my business.

How much have you invested with them?

So far, we’ve spent a total of $4,800 on their services.

What is the status of this engagement?

Our ongoing partnership started in May 2021.

RESULTS & FEEDBACK

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

We continue to work with 1-800Accountant because of their cost-effective solutions and responsiveness to our queries and concerns. They have great monthly services, but we only pay them a single initial amount for an entire year of service.

How did 1-800Accountant perform from a project management standpoint?

Their communication is great and they’re always available to provide us with guidance at no additional costs. They’re also consistent in sticking to our budget and schedule, and they hold themselves accountable for everything that they do.

We typically communicate through phone calls and the messaging board on their accounting software.

What did you find most impressive about them?

We’re very impressed with their expertise and knowledge of tax management.

Are there any areas they could improve?

I would advise them to continue improving their accounting software.

Do you have any advice for potential customers?

I recommend getting in contact with them as early as possible.