How Our Process Works
Join, upload your documents, and get fully onboarded with a dedicated call—all in your first free month.
Your Journey with Us
Simple, transparent, and designed to get you up and running quickly
Takes less than 2 minutes
Select the service that fits your needs. Your first month is completely free—no credit card required upfront.
Secure portal with checklist
Access your secure client portal and upload documents from our comprehensive checklist. We'll guide you through exactly what we need.
Required Documents Include:
- Prior year tax returns
- Income statements (W-2, 1099, etc.)
- Business records (if applicable)
- Bank statements and receipts
Professional setup & review
Our team reviews your documents, sets up your account structure, and prepares everything for your dedicated onboarding call.
Meet your account rep
Once all documents are submitted, we schedule a personalized onboarding call with your dedicated account representative.
During Your Call:
Ongoing support begins
After onboarding, you're fully set up and ready to go. Your first month is free, and billing only starts after you confirm you're happy with our service.
Why Choose Us Over TurboTax?
See how professional service compares to DIY software
| Feature | BookKeeping.businessProfessional Service | TurboTax |
|---|---|---|
| Dedicated Account Rep | ||
| Human Review of Every Return | Extra fee | |
| Personalized Onboarding Call | ||
| Year-Round Support | Limited | |
| Proactive Tax Planning | ||
| Complex Business Returns | Limited | |
| Audit Support | Extra fee | |
| First Month Free | ||
| You Do the Work |
Document Checklist
Here's what you'll need to get started with your free first month
- Prior year tax returns (last 2 years)
- W-2 forms from all employers
- 1099 forms (interest, dividends, contract work)
- Investment statements
- Mortgage interest statements
- Business bank statements (last 12 months)
- Profit & loss statements
- Business expense receipts
- Payroll records (if applicable)
- Asset purchase documentation
Don't have everything? No problem! We'll work with you to gather what's needed during your free month.
Ready to Get Started?
Join today and get your first month completely free. No credit card required to start.
Questions? Check our FAQs or contact us