See how to get listed in the Xero advisor directory and how to make the most of the opportunity. All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero. If someone holds a CPA title, it’s a pretty good sign they’ve got some experience, but CPAs aren’t the only pros who can help you get your taxes done.

Key Tax Group

Some people also prefer to work with CPAs simply for the ability to ask questions face to face. You wouldn’t want to work with anyone without having asked them at least a few basic questions about their process and how they’ll work with you. After all, you want to make sure you’re Bookkeeping for Painters on the same page with the person who is going to handle your personal financial documents. Asking a few questions can also help you gauge if the CPA is the right person for the job.

Relax about tax

Every practice listed has passed our FreeAgent accreditation exam, meaning they’re fully versed in FreeAgent’s powerful features. Advice on running your own bookkeeping business and information on ICB’s Practice Licence scheme. Unless explicitly stated otherwise, all rights including those in copyright in the content of this website are owned by or controlled for these purposes by The Institute of Certified Bookkeepers (“ICB”). Medicarians is the home of the product creators, distributors, provider networks, plan administrators, venture investors, and innovators helping the people live longer, better lives physically, financially, and mentally.

Small business resources

Tax accountants tend to be pricier than other preparers because of their level of experience and education, but depending on your needs, another type of pro can also do the job. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Our partners cannot pay us to guarantee favorable reviews of their products or services. Read our guide to find out what to look for when choosing a partner. Users of the Directory must satisfy themselves of the suitability and qualifications of the supplier and the product or service to be supplied before entering into any contract with a member’s practice.

Valuable information provided by our sponsors.

• If you’re looking to outsource your bookkeeping, you can find a bookkeeper by searching our directory.
• There are also other tax preparers who may not hold these particular credentials but who have other types of educational training.
• Copia Business Administration provides comprehensive accounting, payroll, Annual Financial Statements and tax services.
• It is a legal requirement in the UK that external bookkeepers and other accountancy service providers are licensed by a Money Laundering Supervisor such as ICB.
• Some people may never need anything more than quality tax-prep software or another type of tax preparer to complete their annual returns.

This vast network ensures local businesses have access to tailored bookkeeping services, facilitating smooth operations in every suburb and town. Locate a bookkeeper or accountant near you that offers tax and accounting services to businesses in your area. Bookkeepers handle the day-to-day recording of financial transactions, while accountants provide a higher level of analysis, financial advice, and tax preparation support. To learn more about the differences between bookkeepers and accountants, read QuickBooks’ guide to bookkeeping. Accountants provide reports and insights that help businesses understand their financials, plan better and reach long-term goals.

Benchmark Bookkeeping and Accounting Services

Search for any keyword, including area (e.g. Bristol, north London), service (e.g. payroll) or bookkeeper near me practice name. Certified public accountants (CPAs) are a common type of credentialed accounting professional you might encounter in your search for tax prep help. Choose a bookkeeper who is experienced and familiar with your industry and state’s accounting and tax regulations. If you use QuickBooks, look for someone who is QuickBooks-certified. You can find qualified bookkeeping professionals through referrals or online resources like QuickBooks ProAdvisor.

• Answer a few questions about what matters to your business and we’ll recommend the right fit.
• Bookkeeping is a regulated profession – find out what bookkeepers must do to comply with the MLR legislation.
• The accountants and bookkeepers listed in our directory are all FreeAgent Partners who specialise in helping small businesses like yours.
• A CPA is a type of credentialed accountant who may specialize in tax preparation and has unlimited representation rights in front of the IRS.
• With a focus on meeting unique business requirements, finding a “bookkeeper near me” has never been easier.
• Collaborate with your peers, support your clients and boost your practice.

Nadia Levit CPA

• Using the directory to compile a mailing list is a prosecutable offence.
• Many small-business owners often choose to work with CPAs because of the nuance required to fill out their returns.
• There’s no golden rule about when (or if it’s necessary) to graduate from a do-it-yourself approach to working with an accountant.
• Accountants provide reports and insights that help businesses understand their financials, plan better and reach long-term goals.
• A tax advisor, also referred to as a tax consultant, is a financial services provider who specializes in managing tax issues, such as working with individuals or businesses on tax minimization strategies.
• Our directory is viewed over 40,000 times every year by people looking for FreeAgent-accredited accountants and bookkeepers.

Calling in a CPA could make sense if you have complicated questions or need extra help. Certain life events — such as marriage, divorce, death, retirement, a home purchase or working with new types of investments — can make filing taxes more complex. Many small-business owners often choose to work with CPAs because of the nuance required to fill out their returns. There’s no golden rule about when (or if it’s necessary) to graduate from a do-it-yourself approach to working with an accountant. Some people may never need anything more than quality tax-prep software or another type of tax preparer to complete their annual returns. This could be especially true if your tax situation is pretty simple or you feel reasonably confident about your taxes.

Collaborate with your peers, support your clients and boost your practice. First Class Accounts provides the most extensive network of nationally accredited bookkeepers across Australia, ensuring reliable bookkeeping support with unparalleled local expertise. With a focus on meeting unique business requirements, finding a “bookkeeper near me” has never bookkeeping been easier.