Tax Assist, Inc. & Legacy Planning Services assists with bookkeeping needs for small and large businesses ranging between $15,000 – $1Million +. We have Certified QuickBooks ProAdvisors at our firm. We offer different types bookkeeping packages. By filling out the form below it will better help us determine which fits your needs.

Application for Bookkeeping Consultation

QuickBooks Online Certified ProAdvisor

Step 1. Application (below)

This step helps us to make sure that our services align with your needs. We want to ensure the most beneficial working relationship for both parties.

Step 2. Discovery Call

Once we receive your application, our firm will review it and make sure we can serve you needs. Once that determination is made, you’ll receive an email to schedule your call.

During the Discovery Call*

On the Discover Call with our firm, we’ll walk through your application together and discuss your business needs further so that we can send you an accurate proposal to move forward and begin working together.

("*" = required field)

Contact Name:*

Contact Email:*

Contact Phone:*

Business Name:*

Entity Type:* (Select One)

How many years in business?:*

Please provide a brief description of your business:*

Where is your business located?:*

What is the current monthly business revenue?:*

Do you currently handle your business books yourself?:*