By The Book Tax & Accounting is a husband and wife team that provides reliable and knowledgeable tax and accounting services. They specialize in tax returns, tax planning, and bookkeeping for real estate investors, small businesses, and individuals. Their expertise covers all aspects of business, investments, and personal tax filing, including rules across all 50 states, which is a major advantage. They are known for staying up to date with the ever-changing laws and proactively strategizing to maximize tax benefits for their clients. Clients appreciate their responsiveness, patience, and clear communication. They often provide easy-to-understand advice and detailed summaries explaining how different items affect taxes. Whether reviewing self-prepared returns or offering second opinions, they excel at helping clients navigate complex tax situations with confidence. Many find them trustworthy and value their personalized approach, especially when discussing strategies for next year’s taxes. Many clients have transitioned from online services to working directly with them, citing the smooth process and helpful recommendations. They are considered a one-stop-shop for tax-related filings and are especially recommended for those with real estate investments or active portfolios. Overall, clients are very satisfied with their services and look forward to a long-term relationship with this dedicated husband and wife team.
My only regret is not finding this team sooner he does extreme level hardcore thinking super strategic for us but know that this is a tax group for advanced people. Bring your ideas and they'll make it happen
April 2022
This was me and my husbands first time filing with an accountant instead of an online service like TurboTax. By The Book Tax & Accounting made the experience worth the investment. The clear recommendations for what to do better next year will help us so much!
April 2022
We are in our second year with By The Book & have been very pleased with their services. They are professional, timely, courteous, and extremely competent; particularly in the real estate industry. I would highly recommend them to anyone in the market for a tax preparer or tax advisor whether you have real estate or not.
