Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY¹
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
Ideal Tax and Accounting is a completely virtual tax and accounting services firm. We specialize in individual and small business tax and accounting services.
Services are specialized based upon each individual client's needs. With over 25 years of tax and accounting experience we have the experience and knowledge to provide you with complete and accurate individual and business tax and accounting services.
We offer the following services:
Tax Preparation & Planning
Accounting Software Selection & Implementation
Bookkeeping/Write-Up
Business Consulting
Business Entity Selection
Financial Statement Creation
Advisory Services
Payroll Services
Limited Sales Tax Services
We help clients:
Register their business with the state
Setup their tax ID and EIN
Advise on setting up their sales tax accounts
Ensure all of their company and business forms are accurate
Complete all of their tax filings
