In addition to providing tax recommendations with all of our tax return packages, we offer full tax planning options on a retainer basis. We'll help you hammer out all the details whether you are starting your own small business, growing your real estate business, or planning for retirement. We provide monthly or quarterly bookkeeping options and can even help you clean up last year's books if needed.
We feel that tax planning should always be a part of the tax return process, so all of our tax packages include a review of your prior year returns and suggestions for next year. Tax time is stressful. Trust us, we've seen it! Every once in a while you just need a 2nd pair of eyes to look at your returns and double check that everything is where it's supposed to be.
We feel that tax planning should always be a part of the tax return process, so all of our tax packages include a review of your prior year returns and suggestions for next year. Tax time is stressful. Trust us, we've seen it! Every once in a while you just need a 2nd pair of eyes to look at your returns and double check that everything is where it's supposed to be.
Services
At By The Book our directors hail from boutique tax firms specializing in real estate and small business tax. We have had the pleasure of working with clients varying from retirees to Silicon Valley executives, local real estate investors to multi-million dollar real estate syndicates, and newly forming businesses to successful thriving corporations.
Whether you are a 9-5 employee, business executive, real estate investor, or small business owner, we can help! If you are a jack of all trades and feel you meet more than one of the packages below, reach out to us for a custom quote! If you have complex real estate situations such as 1031 exchanges, cost segregation studies, or installment sales, please let us know.
Due to extremely high demand we are currently at capacity for bookkeeping services. We are working to expand staff and infrastructure to be able to help more clients with this service, so please reach out to us this Spring/Summer for updated availability. We apologize for the inconvenience. We can get you set up to do your books on your own, or we can do your bookkeeping for you.
Buying or selling a property? Starting a new small business? Recently married? New job? New baby? These are all situations that can have positive or negative tax consequences depending on what your next tax move is. Our consulting service is flexible and the time can be used however you would like: running calculations, year end planning, answering questions, or building a tax saving action plan.
2nd opinions are often given in the realms of a medical diagnosis, or a lawsuit when something just doesn't feel right. We have talked to so many clients over the years - ranging to those who self-prepared their returns to others who shelled out hundreds of dollars for a professionally prepared return - who just knew that something was amiss, but didn't know who to turn to without shelling out hundreds more for professional help.
Reviews (8)
Lindsay Green
Nov 02, 2021
Report
Courtney and her team are AMAZING! I had a terrible tax prep experience prior and was nervous about finding another one. Courtney was so responsive in answering my questions and providing information about the structure of their services. They finished our taxes (which were quite complicated) as promised and provided a thorough letter w/ an analysis on what they did in the returns AND recommendations on things we can put into place moving forward to reduce taxes. We are excited to continue working with Courtney and her team!
Edgard Leite
Aug 01, 2021
Report
I have always done a lot of research on taxes and have used taxes software to "save money". This was the first year that I decided to pay someone to do my taxes because we purchased a rental property and wanted to make sure we were doing everything right.
Joseph was been fantastic throughout the entire process. Very knowledgeable and he was able to come up with strategies to bring us from having to pay a couple thousands to actually being reimbursed a couple thousands.
I highly recommend Joseph and By the Book Tax & Accounting.
Joseph was been fantastic throughout the entire process. Very knowledgeable and he was able to come up with strategies to bring us from having to pay a couple thousands to actually being reimbursed a couple thousands.
I highly recommend Joseph and By the Book Tax & Accounting.
Jd Kumala
May 26, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
This was the first year I worked with Courtney and By The Book Tax & Accounting to file my returns. They are fantastic, great at communication, and timely. The organizers they provide make the process seamless. Also, they really understand the nuances of taxes for real estate professionals. Highly recommend!
This was the first year I worked with Courtney and By The Book Tax & Accounting to file my returns. They are fantastic, great at communication, and timely. The organizers they provide make the process seamless. Also, they really understand the nuances of taxes for real estate professionals. Highly recommend!
Ted Moon
Apr 21, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
Courtney is absolutely excellent. She is the most thorough and knowledgeable accountant that I have worked with. I had a relatively complicated set of taxes this year and Courtney was able to efficiently and cost-effectively work with me on my returns. I look forward to continuing to work together.
Courtney is absolutely excellent. She is the most thorough and knowledgeable accountant that I have worked with. I had a relatively complicated set of taxes this year and Courtney was able to efficiently and cost-effectively work with me on my returns. I look forward to continuing to work together.
Jane & Arthur Ng
Apr 17, 2021
Report
Positive: Professionalism, Quality, Responsiveness
This was the first year we worked with Courtney at By the Book Tax, and we will definitely continue to work with her. Courtney is very responsive via email and has tons of knowledge in the real estate tax world, which was particularly helpful to us as new real estate investors. Highly recommend them!
This was the first year we worked with Courtney at By the Book Tax, and we will definitely continue to work with her. Courtney is very responsive via email and has tons of knowledge in the real estate tax world, which was particularly helpful to us as new real estate investors. Highly recommend them!
Andrew Meyer
Mar 19, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
It's our first year working with Joseph and Courtney at By The Book Tax & Accounting. They are professional and have excellent communication via email. Nowadays, it's essential to work with an efficient, digital-friendly accounting firm as they are.
It's our first year working with Joseph and Courtney at By The Book Tax & Accounting. They are professional and have excellent communication via email. Nowadays, it's essential to work with an efficient, digital-friendly accounting firm as they are.
Connor Chambers
Sep 11, 2020
Report
First year working with By The Book and it was such a great experience! Tax time of the year is always a hassle to me, but working with Courtney has been wonderfully headache free. E-signing is something I had no idea was an option now a days! It definitely makes things simple. Glad to have a firm that's dependable and that offers a quick service. I know they will be getting my business in the future!
David J. Fitzpatrick
Sep 07, 2020
Report
The best tax-filing experience I've ever had. Joseph was quick to reply to all of my questions (there were many!) and I could not be more pleased with the outcome. I highly recommend their services and look forward to working with them for next year's taxes. The overall process was much quicker than using TurboTax, which I've used exclusively in the past, and I feel complete piece of mind knowing that the filing was done accurately. Thank you!
