Tottax

BACKGROUND

Please describe your company and position.

I am the Owner of Rathcore Solutions

Describe what your company does in a single sentence.

Web design and digital marketing

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tottax to accomplish?

• S-corp taxes

SOLUTION

How did you find Tottax?

Referral

Why did you select Tottax over others?

• High ratings
• Referred to me

How many teammates from Tottax were assigned to this project?

2-5 Employees

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

Tottax does our tax planning, our bookkeeping, our reconciliation monthly, and our business taxes. In addition, she does my personal taxes.  The work is thorough and explained well. 

RESULTS & FEEDBACK

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

Before we started working with Tottax we were doing our own books and paying freelancers to do taxes. Thanks to Tottax, almost every aspect of our situation improved and we saved a lot of money. We are making more money yearly. Converting to Scorp was huge, she did it all for us.

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

They set the times, and then they delivered precisely at those times. Perfect really. 

What was your primary form of communication with Tottax?

Virtual Meeting

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

Quality of work mostly. The communication was thorough but not frequent, which I appreciated. 

Are there any areas for improvement or something Tottax could have done differently?

I don't think so. For our size, it felt ideal.