Questions About Our Accounting and Tax Services

We publish them. S-corp owners can see every package price, what's included, and how we set your tier on our S-Corp Pricing page. S-Corp Complete (books and taxes) starts at $600 a month, S-Corp Tax & Compliance (you keep the books) at $250 a month, and monthly bookkeeping on its own at $395 a month. If you'd rather pay per return, personal returns start at $470 and business returns at $895, including audit defense, on our per-return pricing page.

It depends on your plan. For S-Corp Complete and Monthly Bookkeeping, by how much activity your books have: transactions a month and bank and card accounts, plus people on payroll for S-Corp Complete. For S-Corp Tax & Compliance, by the number of people on your payroll, including you. We confirm your level before you enroll. Revenue isn't what sets it.

We re-check your tier once a year. If you've moved past a limit, we'll show you the numbers and move you to the next tier at your next renewal.

Yes. If you start keeping your own books and they pass our readiness checklist, you can move to Tax & Compliance. If you'd rather hand the books to us, you can move up to S-Corp Complete at any time.

Catch-up and cleanup of past months, Forms 1099 beyond 10, and CPA advisory outside the package. Each has a published price on the pricing page, and we quote before doing any of it. Tax Protection Plus audit defense is included.

You choose. With our U.S. preparation team (Premier), your returns are prepared by our internal U.S. team. With our international preparation team (Essential), they're prepared by our vetted international team under the direct supervision of our U.S. CPAs, and we need your separate §7216 consent before any return information leaves the United States. Either way, our U.S. CPAs review every return before it's filed, and Numbers Matter is responsible for your final return. If you don't sign the consent, we prepare your returns with our U.S. team at the U.S. team price.

An IP PIN is a six-digit number assigned by the IRS to prevent identity theft.

Why it’s important: It acts as a “second factor” of security. We cannot e-file your return without it if the IRS has issued you one.

How to get one: Visit the IRS IP PIN Portal to retrieve or request a PIN. Note that a new PIN is issued every January.

We handle: Individual (1040), S-Corps (1120-S), C-Corps (1120), Non-Profit (990), and Estate/Trust returns.

We are not financial planners. However, we work closely with several financial planning organizations within our client base to ensure your tax strategy aligns with your wealth goals.

1. Through our secure client portal. Log in at clients.numbersmattertax.com (the Client Portal link at the top of every page) to upload documents, answer our questions and message us any time of year. We’ll send you an invitation with your login when you start with us.

   Prefer a quick one-time upload? You can still use our Secure Upload link (Verifyle) at verifyle.com/@numbersmatter.

Yes. Our office is at 2942 N 24th St, Suite 114, Phoenix, AZ 85016. We are just north of Thomas on the west side; Suite 114 is in the back of the complex. Hours: M-F, 9 AM to 5 PM.

Invite us as your accounting firm. You’ll need to be the primary or company admin.

1. Sign in to QuickBooks Online and select the gear icon (Settings) in the upper right.

2. Select Manage users, then the Accounting firms tab.

3. Select Invite firm and enter chris@numbersmattertax.com.

4. Select Save. If QuickBooks asks for a verification code, enter the code it sends you.