Has anyone worked with Eco-Tax

Question

Has anyone worked with Eco-Tax for CPA services? I am a new REI and just had a call with them and I was really impressed. Before I plunk down the cash for services, I was wondering if anyone ever heard of them?

Brady Lamprecht · Answer

Very good, thanks Christopher.  I think I'll sign up with them when the time is right after I close on an initial property.

Christopher Blanco · Answer

@Brady Lamprecht Bookkeeping is an extra service at $99 a month. I just set up QuickBooks with their help, then I invited them to join my QB profile. I do the book keeping but can ask them about how to classify anything I have questions on in the $50 plan.

Brady Lamprecht · Answer

@Christopher Blanco Does Eco-Tax do everything for your business?  I had an initial consultation a few weeks ago as well and was also impressed. However, I just realized that I never inquired if their monthly plans were all inclusive of their services.  I know they mentioned they offer CPA services, tax-strategy and filing, and business formation consulting, but forgot to ask about bookkeeping. Do they do all of that for you for the monthly fee of $50 (or $70 for the "Plan B")?

If they also do bookkeeping for you, can I inquire what accounting system you used before hiring them and was the transition process fairly straightforward and painless? I don't think I'm quite ready to utilize them as I don't have any deals under my belt yet but definitely will in short order.  Once that time comes, I'd like to have my research done.

I'd appreciate feedback you can provide, thanks in advance.

Christopher Blanco · Answer

I have been using them for a year. Been good so far, and for $50 a month, you can't beat it.

Linzay Kelly · Answer

I just got off the phone for an initial consultation.  They sound impressive.  Did you go with them?  What was your experience?

Steven Hamilton II · Answer

Never heard of them.