We're More Than Just Accounting! We Know the Law.
Accounting Maxx is a simple fixed monthly price accounting service for probate executors, estate administrators, trustees, and law firms. It makes budgeting, tax planning, and court accountings easy and you can be assured you’ll receive great value for your money. Feel free to ask the occasional question during the month, it’s all included.
We know that you have more pressing issues to deal with besides handling the accounting for your case or firm. That's why we created Accounting Maxx.
We have four service packages which include some or all of the following services:
- Accounting system subscription, set-up, and support
- Audit Assistance
- Bill & accept payments
- Capture & organize receipts
- Case budgets*
- Case management*
- Case profitability reports*
- Federal and state tax returns*
- Identity theft protection
- Income tax reminder letters and administration
- Maximize tax deductions
- Monthly bookkeeping
- Reconcile bank accounts (attorney trust & operating accounts, living trust, and estate)
- Periodic one on one meetings
- Send estimates and retainer agreements*
- Tax debt relief
- Track billings*
- Track income & expenses
- Track mileage*
*Services not included with all packages. Contact us today for a detailed quote.