Are you accepting new clients?
Yes! Our Do-It-Yourself solutions are open throughout the year. Our Done-With-You. Project-Based and Strategic Planning are first-come, first-serve based on availability. Our Done-For-You Bookkeeping and Full-Service Peak services are by application only.
Do you offer Business Formation services?
Yes! We can help strategically advise you on business formation decisions along with entity setups, transfers, or dissolutions. Check out our Business Formation page.
Do you prepare and file Income Tax returns?
No. Our TBL Tax Division was created into a new sister company in 2018 named DigiTax Pro to better serve the Amazon FBA, eCommerce, and Online Business community.
Taxes are a beast with all the new legislation and we wanted to build a team of Tax Pros dedicated to Tax Preparation, Tax Planning, and Tax Strategy.
All ACTIVE TBL clients on a monthly service or membership plan receive Preferred Pricing with DigiTax Pro. DTX is our exclusive Tax Partner.
If you are interested in TAX-ONLY services and not an active TBL client, please make an inquiry for a Tax Prep Quote HERE. The DTX Team would love to serve you!
Do you handle Sales Tax Registrations and Filings?
No. Sales Tax continues to grow in complexity and it’s best to let those who eat, sleep, and breathe sales tax partner with you.
We have a special page dedicated to our best-practice guidance and WHO the best-in-class service partners you should consider HERE.
Are you a CPA firm?
Yes! But, not in a traditional sense as we do not provide support for audits, reviews, or attestation services such as financial compilations.
We are CPA-supported team providing modern, cloud-based solutions for Bookkeeping, Accounting, DIY and Xero Training, Business Formation, and Strategic Planning.
You can check out our SERVICES page for more information.
We are Certified Profit First Professionals serving with heart to help Amazon FBA, eCommerce, and Online Business owners build rock-solid financial foundations, achieve their 1-year milestone with understanding, and surpass FIVE years in business with more pay, play, and profit!