Step 1:

GATHER

First, we work with you to clarify your goals. Next, we create a simple checklist of what we need from you. Then we provide a method of getting it to us that is easy for you.

Step 2:

ORGANIZE

Next, we get busy creating custom tax preparation from your information.

Step 3:

OPTIMIZE

Tax filing is historical. Optimization means that we study the past to affect positive change on future taxes. This is us helping you to prepare for the next year's tax filings with even more ease.

Hear From Our Clients

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Leo Ward

Healthy Smiles

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Milly Blide

Manager

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Rebecca Hardy

Owner, Hardy Dental

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Jonathan Cooper

CFO

Why Me?

Hi, at Dynamic Tax & Books LLC, we love working with numbers and have a passion for helping individuals, businesses and organizations get their finances in order.

Have you ever thought of outsourcing your bookkeeping needs? As a cloud-based bookkeeper we don't require work space at your location and you won't have the expense of employee taxes and benefits.

Don't limit the growth of your business because you're distracted with the bookkeeping. Most business owners don't have the time, training or patience to take care of the books. Why not spend your limited time focusing on your gifts and strengths and leave the bookkeeping to us!

We would love to partner with you and save you time, money and frustration so you can get back to what you do best.

Get in touch for a free consultation and let us help you.