What to Expect When You Work with Exceptional Tax Services

The simple answer? Nothing less than exceptional tax services.

It’s in our name, and it’s our promise to you.

But beyond that, you can expect hassle- and pain-free accounting and tax preparation.

You can expect to be empowered with the necessary tools and support that allow you to focus on your business – without worrying about the numbers behind the scenes. 

You can expect ease and peace of mind, knowing you’re saving thousands in taxes and millions in headaches.

Still curious about what it’s like to work with Exceptional Tax Services? We’ll walk you through our process, step-by-step, to set your mind at ease.

Because accounting, bookkeeping, and tax preparation can be pain-free. Let us show you how!


Getting to Know You

At Exceptional Tax Services, we recognize the faces and efforts behind each business. We know that every business is unique, and we are dedicated to caring for the people running it. That’s why our first step is getting to know you.

We’re all about saving you money and time is money – so simply fill out our online contact form to kickstart our process of working together. This gives us a chance to understand you and your business better and to see if we’d be a great fit to work together. We specialize in working with service-based businesses that are Sole Proprietorships, LLCs, or S Corporations. 


A Tailored Approach to Accounting & Taxes 

There’s no one-size-fits-all strategy to managing your business finances – a tailored approach is the way to go. Once we’ve reviewed your application, we’ll schedule a call with you to do a deep dive into what’s going on in your business. 

In this 1:1 session with Nacondra Moran, Founder and CEO of Exceptional Tax Services, we’ll review your business finances. Share your thoughts, concerns, hopes, dreams, and goals for your business with us. Based on this session, we will provide detailed recommendations on your next steps to build a solid financial foundation for your business – and how we can best serve you!

Skip the Sticker Shock with Transparent Pricing

We love surprises, but never when it comes to bills! We believe in being transparent and upfront about pricing in our services. You can find the prices for our services listed on our website so you know exactly what to expect before getting on a call with us.

After the initial consultation with Nacondra, we will also send you a detailed proposal that outlines all the services discussed on the call so that you can make an informed decision about how to move forward.

Whatever your accounting needs – whether it’s monthly bookkeeping services, getting your books cleaned up, setting up Quickbooks as your accounting software, tax preparation, or creating a payment plan with the IRS – you’ll never be hit with a surprise bill you weren’t expecting.


Welcome to an Exceptional Client Experience!

Once you decide to work with us, submit the signed proposal back to us and let us handle the rest. Depending on the services you contracted with us, we will guide you through your next steps to get set up.

Our approach is simple: it’s to simplify. We take all the “mumbo jumbo” you hate about accounting and taxes and break it down into the easiest steps imaginable. We will walk you (virtually!) through every single step in the process – so you never feel like you’re falling behind or getting lost in a sea of numbers.

If you signed up for Bookkeeping Services…

We’d start by giving you detailed instructions on how to set up your account in the client portal and give us access to the necessary accounts.

For monthly bookkeeping services with Quickbooks Online, we would complete the categorization of income and expenses and reconcile your bank accounts. We would also issue monthly financial statements including a Profit and Loss Statement, Balance Sheet, and Statement of Cash Flows. 

If you opted for the bookkeeping clean-up service with Quickbooks Online, we would produce a historical categorization of income and expenses, a historical reconciliation of bank accounts, and any additional financial statements required.

If you signed up for Tax Preparation Services…

You can rest assured that your information will be secure and confidential. We will invite you to set up an account in our customized and secure client portal and send you the necessary organizers you can use to submit relevant documents. We will also share instructions on granting us access to your bookkeeping records, payroll records, and any other financial documents we need.

You will work directly with Nacondra for tax preparation services. We use encrypted accounting software that verifies your identity before signing and submitting your tax returns, and all documents are directly uploaded to this secure portal. We never share personal information via email. You can sleep easy knowing your private and confidential information is safe with us.

Depending on the tax preparation service you have opted for, you can expect virtual calls with Nacondra to discuss and plan your taxes, quarterly estimated tax payment calculations, preparation and filing of tax returns, and personalized support through the whole process.


Are You Ready To Lay Claim To Your Business Through Accounting?

The idea of accounting and tax preparation can feel intimidating. Luckily, with the right support, you can finally feel empowered in your business finances. If you are ready to take that first step to break free from the 9-5, step into the flexibility of your own plan, and create a legacy for your family in your way – our number-loving team would love to be your number one cheerleader! 


Now that you know what to expect when you work with Exceptional Tax Services, are you ready to create the strong financial foundation that your business deserves? Book your consultation today and get started on your journey of growing your business with confidence.

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Nacondra Moran

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