How It Works

It's easy, convenient and affordable. One-time pricing is also available.

Sign Up

Becoming a member is easy. Select a plan at our Plans & Pricing page to get started.

Coverage

Relax knowing that you have an experienced Certified Public Accountant working for you.

Questions?

Contact us with your questions or problems. We will start working on it right away.

Get Answers

Our CPA's will have the expert answers you have been waiting for and will advise you.

What can CPA Tax Buddy do for you?

Young cheerful couple calculating savings for home investment

Help for Individuals

DIY Tax Preparers

If you do your own taxes and get stuck or have a question, we can help you. Preparing your own taxes gets more and more difficult every year.

Tax Return Review

Are you certain your prior year tax returns are correct? We can review your prior year returns for errors, missed deductions and credits, possibly getting you more money. 

IRS Issues

Have you received a letter or deficiency notice from the IRS? Are you a victim of a tax return scam? We can assist with your IRS problems.

Home Buying & Refinancing

Buying or refinancing a home can be a confusing and complicated process. We can assist and guide you, and answer your questions throughout the process.

IRA's & IRA Rollovers

Do you have questions with rolling over your retirement account into a Roth or Traditional IRA? Questions on distributions? Be sure to steer clear of the 10% penalty. Let us assist you.

Business and Finance

We are available to answer just about any business or finance question that may arise in your daily life. Having CPA Tax Buddy to consult with is invaluable.

Help for Business Owners

Self Prepared Taxes

If you get stuck or have a question, we can help you. With the constantly changing tax laws, preparing your own taxes gets more and more difficult every year.

Quickbooks

Do you need help or guidance with Quickbooks online or desktop version? We can help you get setup and answer any questions you may have.

IRS Issues

Have you received a letter or deficiency notice from the IRS? Are you a victim of a tax return scam? We can help you resolve your IRS problems.

Tax Return Review

Are you certain your prior year tax returns are correct? We can review your prior year returns for errors, missed deductions and credits, possibly getting you more money. 

Business Taxes

Let's face it, business income taxes are complicated. We can assist you with preparing your tax return and answer your questions throughout the year.

Cloud Accounting

Do you need help with Xero or Freshbooks? We are certified advisors and can help you with most issues. We understand the software and can assist you.

Bookkeepers

Are you a bookkeeper or an assistant finding yourself with questions on business, taxes or accounting? Not knowing the answers can be frustrating especially if you don't know the answer.

Payroll Taxes

Do you need help with payroll taxes or with filing quarterly reports for your business? We can help you get set up, keep you in compliance and answer your questions.

Business and Finance

We are available to answer just about any business or finance question that may arise in your daily life. Having CPA Tax Buddy to consult with is invaluable.

Help for Entrepreneurs & Startups

Income Tax Questions

Do you prepare your own tax return? If you get stuck or have a question, we can help. Preparing your own business tax return can be very challenging.

Cloud Based Accounting Solutions

Do you need help getting started with Xero or Freshbooks? We are certified advisors and can help you with most issues. We understand the software and can assist you.

Business Formation Questions

Do you have a new business? You likely have tons of questions and no one to ask. We can help answer your questions and get you started you in the right direction.

Business Taxes

Let's face it, business income taxes are complicated. We can assist you with preparing your tax return and answer your questions throughout the year.

Quickbooks Online

Do you need help or guidance with Quickbooks online or desktop version? We can help you get setup and answer any questions you may have.

Paying Employees

Understanding how to best pay employees or independent contractors is important in order to be compliant with new IRS Regulations.