Put your taxes, payroll and accounting work in the hands of a trusted pro.
We all know bookkeeping, payroll and taxes can be time-consuming. But they don't have to be. Here's what our tax pros can help you with:
Bookkeeping—ugh. We feel your pain. Give that paperwork to a pro and take back more time for your small business.
How do tax changes affect your small business? Our pros can guide you through the changes, big and small.
Ah! Are quarterly taxes due again? A small-business tax pro will keep you on track so filing deadlines don’t sneak up on you.
Whether your RamseyTrusted tax advisor is one of our national partners or a local pro, you can get the same top-notch service for all your tax needs.
You work hard at your business, and you can think of RamseyTrusted tax pros as an extension of it. They don’t just stop at filing taxes. They get to know the ins and outs of your business and can provide year-round support for bookkeeping, payroll and more—so you can focus more on serving your customers.
On the personal side, they can also help you adjust your paycheck withholdings—like Dave teaches. No more interest-free loans to the government!
For 20 years, we’ve been matching people with tax pros who serve with excellence. By partnering with a RamseyTrusted tax advisor, you can build a trusting relationship with a pro who is ready to teach and serve you and your business.
Ask your advisor questions—even after tax season
Get your documents organized with our free Tax Prep Checklists
Check in with your pro throughout the year to continue building trust
Research tax code changes to make sure all bases are covered
Prepare your taxes and get them ready for filing
Provide tax insight and advice for your personal and small-business needs
Typical personal tax preparation costs can range anywhere from $300 to $600 or more. The cost for small-business taxes can vary too. And there are several factors that determine what tax filing costs.
It’s good practice to have an up-front conversation with your tax pro about what they charge for their services. And good news—it doesn’t cost you anything to connect with a pro and get the conversation started.
“As a small business owner, I really appreciate my RamseyTrusted tax pro’s approach of financial stewardship and valuing me as a partner I can trust rather than just a business transaction.”
Make taxes a piece of cake—dig into our easy-to-digest checklists, guides and more.
A RamseyTrusted tax pro is a tax advisor who’s been vetted by the Ramsey team. They can work with you to file your taxes and can provide other tax-related services for you, your family and small business throughout the year. To earn the right to be called RamseyTrusted, tax pros must be a Certified Public Accountant (CPA) or an Enrolled Agent (EA) and have a minimum of two years full-time experience.
A CPA is a professional who takes care of all the detailed and essential math tasks that go with running a business. They can assist with bookkeeping, payroll administration, and preparing financial documents like tax returns and profit-and-loss statements. They can also provide financial planning for individuals, families and small businesses. CPAs are licensed by states.
EAs focus more narrowly on taxes and tax issues for individuals, businesses and private entities. An EA has knowledge in tax-related subjects—like income, estate, gift, payroll and retirement taxes. They're licensed by the federal government.
Once you’ve submitted the form, we’ll connect you with one RamseyTrusted tax pro. It’s a great idea to ask them questions when you first get connected to see how the pro can help with your situation. If you decide this pro’s not the best fit for you, please reach out to our Customer Success Team so they can work on connecting you with a new pro. They’ll get back to you within one to two business days.
It’s probably because there isn’t a RamseyTrusted pro available in your area right now. If that’s the case, you’re matched with our national tax partner who’s uniquely qualified to serve the tax needs of all 50 states. And they’ve passed our vetting standards with flying colors, meaning they provide top-notch service and have the heart of a teacher.
All RamseyTrusted tax pros work to make the process as seamless as possible. Your initial meeting is a great time to discuss your preferences and find out more about what you can expect.
Local pros generally make themselves available to meet in person, but if talking over the phone or a video call works better for you, just ask if that’s an option.
When working with our national tax partner, you can upload and view your documents through their secure portal. You can conveniently talk with them over the phone—and connect through video calls to go over your tax return or other important topics. They’ll also email you throughout the process to keep you up to date.
If you have personal or self-employed income and feel confident using tax software, you can easily file online with Ramsey SmartTax. If you have more complicated taxes, don’t want to take the time to do your own taxes, or want expert advice, then a RamseyTrusted tax advisor is for you.
An enrolled agent (EA) can represent you before the IRS if you’re audited. These pros know practically everything about taxes. They must pass a comprehensive IRS exam and continue studying to meet education requirements.
A Certified Public Accountant (CPA) provides individuals and families with valuable knowledge and advice on taxes and financial planning. They have the smarts for everything finance-related, and they have the education, experience, and state examinations to prove it.
Depreciation means stuff wears out and loses value over time. For example, after five years, a $1 million crane might depreciate by $500,000. Tax depreciation takes this idea a step further. The government doesn’t want to give you a $1 million tax deduction. They’d be even more broke. Instead, they’ll take the life expectancy of a machine (say, 10 years) and divide it by the price you paid ($1 million). That number (in our case, $100,000) is how much you would deduct over the expected life of the machine.
Your balance sheet is a breakdown of what you owe versus what you own. It shows the assets, liabilities and owner’s equity for your business. Remember, assets are items owned by your company, and liabilities are things you owe on. Equity is the value of your business assets minus the liabilities; it’s basically the value you’d place on your company if you had to put a price tag on it today.
Your profit and loss statement is a summary of your revenue (profits) minus expenses (losses) for a period of time, usually a quarter of the year. It shows your profits or losses at a glance for that chunk of time.
Your cash flow statement categorizes cash flow into three types of activities:
Operating: How much does your business make day-to-day?
Investing: Are the assets you’ve purchased for your business paying off?
Financing: How much cash have you invested in your business?
Our articles cover self-employed taxes, small-business taxes and more.
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