Accounting allows for long term tax savings.
Stop worrying about your books near tax time — we’ll do that for you during the whole year as we get you Tax Advantaged with every deduction possible and complete account reconciliations with our bookkeeping.
Also, with our Beyond Beans Bundles, you can rest assured that you’ll no longer be requested to make that accountant copy, upload that file that’s too big for an email, or worry about that list of twenty items from your tax preparer still needed at tax time that you need to forward to your bookkeeper; we have that covered as we do your taxes unless requested otherwise.
Since we are reviewing and preparing monthly financial statements so you can have constant feedback and a pulse on your business performance, we are able to include your progress into our tax planning and modeling while ensuring that our clients file business and individual tax returns on time and accurately.
My business life has been simplified from the moment we migrated our financials to Beyond. We couldn’t have asked for a better service. Only months after starting with the basic package, we found that the greater value was in the CFO Package as they handle the cash flows and tax estimates, in conjunction with with the bookkeeping.
Jeff Jackson helped us get our books straightened out and file our back taxes for the business and personal returns. We have used Beyond Beans Accounting for years now and since he handles the taxes too, we’re able to focus on other things.
I needed help with our accounting of inventory and little did I know, I also needed to amend the last two years of business and personal returns after they reviewed the prior year’s returns. We received a large refund for 2019 and have been subscribed with Beyond ever since for quarterly tax projections and just about everything else financially. My personal taxes are synced up with the business stuff and I hardly have to worry about a thing outside of my business doors during the year. I couldn’t recommend them more.
For year I struggled with the accounting software and filing the returns myself. After contacting Timothy, I found out I wasn’t even filing my taxes correctly and was overpaying in payroll taxes. Tim converted my company to another type of business and I’m saving tens of thousands annually while also giving myself time for other things other than struggling with my bookkeeping. My business is growing with my ability to focus on other things as well.
For years, I worked in my family business as the bookkeeper and after inheriting it, I continued this until the company outgrew my ability and I just continued to struggle. After a search online, I found out that I don’t have to do everything myself. Beyond Beans has really helped me in forming metrics to focus on and our monthly calls are invaluable and really are quite short. Sometimes I request to skip them as we are really just chugging along and they make everything seem quite automatic, of sorts. God send.
I restaurant’s have expanded and since we operate in multiple states now, we learned, late from that our prior CPA wasn’t reporting our activity correctly. After contacting Trina, we were able to organize our reporting better and our reporting is really a weekly report that we get showing what exactly we’re doing. We sure have a “pulse” on our business like never before, as guaranteed during our on-boarding.
What People Say
- 4 years from the date your return is filed
- 3 years from the date the tax is paid
- 7 years after the return is filed if income is under reported by more than 25%
- Indefinitely, if you failed to file a return or the return is false or fraudulent.
There’s no age limit if your child is “permanently and totally disabled” or meets the qualifying relative test. To claim your child as your dependent, your child must meet either the qualifying child test or the qualifying relative test:
- To meet the qualifying child test, your child must be younger than you and either younger than 19 years old or be a “student” younger than 24 years old as of the end of the calendar year.
- In addition to meeting the qualifying child or qualifying relative test, your child must also meet all of the other tests to be your dependent:
- Dependent taxpayer test
- Citizen or resident test, and
- Joint return test