Our Services

Overview of our Services

Our services are tailored to help not only the individual taxpayer and freelance workers but also startups, small businesses, medium-to-large businesses and non-profit organizations. Whatever your needs, Plentybooks’ dedicated and experienced financial team is here to help you.

Tax Planning

With Plentybooks you get an experienced professional who provides you with the perspective needed to guide you through the tax process – both as it is and how it will change in the future – and help you devise a personal or business tax plan to get or keep you in the green.

  • Business income estimation
  • Personal income estimation
  • Expense determination
  • Business tax structure
  • Possible tax credit identification
  • Possible tax deduction identification
  • Devise the best tax strategy for your needs

Tax Preparation

When you choose us to do your taxes, tax preparation will be so much less time consuming and much less stressful. We will help you get every deduction you deserve, and it’ll be your smoothest tax season yet — all done for you, in one place.

  • Individual tax returns
  • Business tax returns
  • Self Employed tax returns
  • Non-Profit tax returns
  • Back-year tax returns
  • Amended tax returns

Tax Resolution

Are you behind on filing tax returns? Has the IRS imposed civil and/or criminal sanctions against you? We can help you!

  • IRS Representation
  • Preliminary resolution evaluations
  • Case Diagnostics
  • IRS Transcript Analytical reporting
  • Scenario simulations to determine the best resolution
  • IRS Resolution Planning Techniques & Strategies

Bookkeeping

Proper bookkeeping is the bedrock which keeps every other aspect of your business clicking along on all cylinders.

  • Transaction entry
  • Bank Account reconciliation
  • Credit Card reconciliation
  • Categorizing expenses
  • Profit & Loss statement
  • Balance Sheet
  • Cash flow statement
  • Catch-up bookkeeping

Payroll

Payroll can be complicated enough with even just one employee. Or you might be asking yourself as a sole proprietor, “How do I pay myself?” Even more daunting, doing payroll for tens or hundreds of employees. We got you! We will create a customized payroll solution that keeps you and your employees happy.

  • Paychecks
  • Payroll withholding
  • Direct deposit
  • Payroll reports
  • Payroll tax returns
  • Payroll tax payment

Try our service risk-free

We never recommend our services if we are not the best solution for you.
Try Plentybooks risk-free, if you aren’t 100% satisfied after a month of bookkeeping and providing you with an income statement and balance sheet, we will give you a full refund.

Custom Pricing

If you own more than one business, you'll receive a customized monthly or annual subscription.

Scalable Plans

We review your plan annually to make sure we have you covered as your needs change.

Cancel Any Time

We never lock you in, even if you prepay annually. We also make it easy to transfer your data out.

Responsive Support

Every plan includes a dedicated team of bookkeeping experts who work in-house.
We do not contract out any work overseas.

Catch-Up Bookkeeping

Behind on your books? We specialize in helping businesses get caught up on their books and any un-filed tax returns.

Effortless Data Transfer

Our services sync with most major banks and leading payment platforms to gather your financial data.

Frequently Asked Questions

We provide the majority of our clients with cash basis bookkeeping. If you require accrual basis bookkeeping, talk to us. We will develop a plan that fits your business.

We designed our service to take the pain out of bookkeeping. Not only are your books kept up to date but you also have access to a team of professional bookkeepers, accountants, and tax advisors.

Real people who do your bookkeeping every month, all at an affordable price. 

Once we get your account setup, you will need to connect all of your merchant and bank accounts to the bookkeeping software. We will be there to walk you through this during the initial setup phase.

Once complete, this allows your bookkeeping team to automatically receive read-only versions of your bank statements and sales data without you having to lift a finger.

Our Plentybooks team will use your data to categorize the transactions and deliver accurate financial statements.

You will also be able to view and download your financial statements from the app on your desktop and mobile device.

Currently, our team at Plentybooks consists of Enrolled Agents.

An EA, or Enrolled Agent, is a tax practitioner who is licensed at the federal level by the Internal Revenue Service. In fact, Enrolled Agent status is the highest credential awarded by the IRS.

A CPA, or Certified Public Accountant, are licensed by their applicable state boards of accountancy.

Both Enrolled Agents and Certified Public Accountants enjoy virtually unlimited practice rights before the IRS. That means there are no restrictions to the types of tax issues we can handle and the type of taxpayers we can serve.

Additionally, each may represent tax clients before any type of IRS office. Lastly, EA’s and CPA’s are both required to meet specific ethical and continuing education requirements and must both pass rigorous exams.

Enrolled Agent’s specialize in tax issues period — such as preparation of taxes for individuals and business entities, tax resolution, and/or advising clients on tax matters. While Enrolled Agents do perform accounting tasks, and may perform certain kinds of audits (such as Tax Audits), they our limited in that they cannot express an “unqualified” type of opinion, such as a public company would need when filing their financial statements with the Securities & Exchange Commission. Having SEC compliant audited statements is not a requirement for most small non-public businesses. As such, performing these kinds of audits can only be done by CPA’s.

So, please understand that we don’t provide any Auditing or Attestation services.

Rest assured, our team of Enrolled Agent’s and professional bookkeepers are well-trained in the accounting services we do offer.