Accountable IQ

Mission and approach

• Bring proven tax strategies traditionally used by large corporations to innovative small businesses and startups.
• Make accurate and strategic corporate and small‑business tax planning accessible to companies at the beginning of their business journey.
• Integrate with clients' businesses to handle taxation needs, including bookkeeping, payroll and corporate tax filing.
• Focus on maximizing legitimate tax savings so clients can keep costs low in the early years of running a business.
• Provide ongoing support from incorporation and entity selection through hiring employees and ongoing operations.

Clients we work with

• Individuals seeking support with personal income taxes.
• Startups at the idea, formation or early growth stages.
• Small businesses across a wide range of industries and sectors.

How we work with clients

• Offer premium services at competitive, small‑business‑friendly price points compared with many traditional accounting firms.
• Combine technology with practical accounting experience to streamline processes and automate routine tax and bookkeeping tasks.
• Aim to provide peace of mind through clear communication, superior client service and proactive tax and accounting support.

Transaction recording

• Record and categorize all business sales, expenses, invoices and payments.
• Identify and correct discrepancies so accounting records and statements remain accurate and current.

Accounts payable and receivable management

• Track and manage accounts payable so vendors and suppliers are paid on time.
• Generate and send customer invoices and follow up on collections.
• Support overall cash‑flow management by helping ensure you are paid on time.

Financial statement preparation

• Prepare accurate and comprehensive balance sheets that summarize assets, liabilities and equity.
• Prepare income statements that detail revenue, expenses and net income.
• Provide financial information that supports better decision‑making and helps you monitor performance over time.

Expense tracking and budgeting

• Categorize and track business expenses so you can spot cost‑saving opportunities.
• Assist with creating and maintaining budgets using accounting and tax expertise.

Automation features

• Support automated connections to bank accounts.
• Help set up tools to send invoices, upload receipts and track mileage.
• Use automation to keep bookkeeping organized and up to date.

Who bookkeeping is for

• Startup and small‑business owners who want organized, transparent and accurate financial data.
• Businesses that prefer to outsource day‑to‑day bookkeeping to experienced accountants and bookkeepers.

Getting started

• Prospective clients can schedule a free consultation to discuss their bookkeeping needs and the service combination that fits their business.

Services overview

Accountable IQ is an online accounting firm that provides professional services and consulting for individuals, startups and small businesses.

Our team of CPAs, EAs and tax experts offers the following core services:

Start a business (entity formation)

• Help you jumpstart and grow your business with confidence.
• Advise on choosing and forming a business entity in a way that is designed to maximize future tax savings.
• Provide customized guidance from experienced accountants so your new or established company is structured and categorized optimally for tax purposes.

Small business / business taxes

• Prepare and file small business and corporate tax returns accurately and promptly.
• Focus on reducing tax liabilities through proactive planning and use of legitimate tax strategies.
• Provide ongoing tax consultations and strategic tax planning for growing businesses.

Payroll services

• Provide comprehensive payroll solutions for small businesses with a handful of employees or a growing workforce.
• Calculate payroll and payroll taxes and help you stay compliant with federal payroll tax regulations.
• Assist with structuring employee benefits and deductions, including retirement plans and health insurance.
• Provide full‑service support for filing payroll tax forms accurately and on time.

Bookkeeping services

• Handle day‑to‑day bookkeeping so you can focus on running your business.
• Record and categorize transactions, manage accounts payable and receivable, and prepare financial statements.
• Track expenses and support budgeting so you can identify cost‑saving opportunities and make informed decisions.

Personal / individual income taxes

• Prepare and file individual income tax returns.
• Help maximize deductions and optimize your tax outcome using the experience of seasoned tax professionals.
• Provide a fully virtual service, so you can work with a tax pro online.

How services are delivered

• Services are delivered online and remotely through Accountable IQ's virtual systems and client portal.
• Free consultations are offered so prospective clients can learn how Accountable IQ may be able to help with their specific tax and accounting needs.

Growth Plan

• Ideal for businesses seeking essential accounting assistance to optimize tax savings and advantages.
• Price: $99 per month, billed annually (as stated on the pricing page). Cancel anytime.
• Includes:
• Endless phone and email assistance.
• Portal access.
• Assigned accountant.
• Ongoing tax consultations.
• Quarterly reviews.

Enterprise Plan

• Intended for businesses that need more advanced accounting support, including tax filing and strategic planning.
• Advertised price: $199 (see the pricing page or contact Accountable IQ for full details on billing frequency and any additional terms).
• Includes:
• Quarterly sales tax calculation and filing.
• Strategic tax consulting and planning.
• Personal tax filing.
• Business tax filing.
• Audit protection and representation.

Prestige Plan

• Intended for well‑established enterprises that want full‑service tax assistance and enhanced guidance.
• Advertised price: $349 (see the pricing page or contact Accountable IQ for full details on billing frequency and any additional terms).
• Includes:
• Assigned bookkeeper.
• Business insights and intelligence.
• Priority assistance.

Tax preparation services

Personal taxes

• Personal tax preparation is provided as a 100% virtual service.
• The pricing page notes an additional state fee may apply.
• Features highlighted:
• Expert support for unique tax situations.
• Option to request the same tax professional again or work with a new one.
• Ability to save time by securely dropping off or uploading tax documents.

Business taxes

• Dedicated small‑business tax experts provide business tax preparation and filing.
• Pricing for business tax preparation is listed as "Contact us for pricing."
• Features highlighted:
• Match with a dedicated small‑business tax expert.
• Secure hand‑off of tax documents to your expert.
• Audit Defense included at no extra cost.

Important notes

• Prices and features listed above are summarized from the public pricing page and may be updated by Accountable IQ over time.
• For the most current pricing, billing frequency and service details, customers should contact Accountable IQ directly or refer to the latest information on the pricing page.

Consultations

• Accountable IQ offers free consultations so prospective clients can learn how the firm may help with:
• Starting a business and choosing an entity.
• Small‑business and corporate taxes.
• Payroll.
• Bookkeeping.
• Personal tax preparation.
• Multiple pages on the site include a "Schedule My Free Consultation" or similar call‑to‑action; consultations are conducted virtually.

Online portal and access

• Accountable IQ operates as an online, virtual accounting firm.
• Clients access services and documents through a secure online portal (with Login and Sign‑Up options referenced on the website).
• Services are described as 100% virtual for personal tax preparation.

Service area

• The firm states that it operates in all U.S. states.
• Services are delivered remotely, allowing clients across the United States to work with Accountable IQ.

Support channels

• Ongoing support for package clients includes phone and email assistance (described as "endless" phone and email assistance in the Growth Plan).
• Clients can reach out by phone or email for questions about services, pricing or their existing relationship with Accountable IQ.

Ask anyway — the agent will say plainly that it is not published rather than guess.