Choose Your Free Offer
Pick one free offer to get started
Get your books set up right, find out if your current books are accurate, or learn exactly where you stand with the IRS, free from a CPA and Enrolled Agent.
Choose the offer that fits you best, book a time, and Isaac Mohammed, CPA, EA, will take it from there. No obligation.
Pick one
Start with books that are set up right
We set up your accounting system from the ground up, so it runs smoothly from day one.
- Chart of accounts built for your business
- Bank and credit card connections
- Invoicing, bills, and expense tracking
- Easy-to-read reports
- A training session to get you started
Are your books telling you the truth?
A CPA review of your books and a clear, visual report on the health of your business.
- Accuracy check for errors and gaps
- A prioritized cleanup list
- Profit, cash flow, and key numbers explained
- Who owes you and who you owe
- A walkthrough of the results
Know exactly where you stand with the IRS
A confidential review of your official IRS records and your options to resolve what you owe.
- What you owe, by year
- Unfiled years the IRS shows
- Penalties and possible relief
- Payment plan and settlement options
- A clear plan for next steps
Free accounting system setup
A properly set up system saves you hours every month and keeps you ready for tax time.
- Chart of accountsBuilt for your industry and your tax return.
- Bank and card connectionsTransactions flow in automatically, with rules for the routine ones.
- Opening balancesYour starting numbers entered correctly.
- Invoicing and paymentsBranded invoices, online payments, and reminders.
- Bills and expensesVendor bills and receipt capture that fit how you work.
- Reports and trainingClear reports, plus a walkthrough so you know how to use it.
How it works
- Discovery call about how your business runs
- We recommend the right software (QuickBooks Online, Xero, or Zoho Books)
- We configure everything and connect your accounts
- Training session and follow-up questions
What you'll need
- Business bank and credit card access
- Your latest tax return or financial statements
- A list of products, services, and vendors
Free books review
Find out whether your numbers are accurate, and what they say about your business.
- Accuracy checkUncategorized transactions, unreconciled accounts, and duplicates.
- Cleanup listA prioritized list of what to fix before tax time.
- Profit and cash flowWhere money comes from, where it goes, and where it gets stuck.
- Key numbersMargins, growth, and other key indicators, shown visually.
- Receivables and payablesWho owes you, who you owe, and how long it takes to get paid.
- Results meetingWe walk through the findings and answer your questions.
How it works
- Book a time and tell us which software you use
- Give us secure, read-only access to your books
- We review your books and prepare your report
- We meet to go over results and next steps
What you'll need
- Access to QuickBooks, Xero, or Zoho Books
- Bank and card statements, if accounts are not connected
- Your most recent tax return
Free IRS tax analysis
For anyone who owes back taxes, has unfiled returns, or received an IRS letter.
- Your IRS recordsWe pull your official IRS transcripts, so you see what the IRS sees.
- Balance breakdownWhat you owe by year, including penalties and interest.
- Unfiled yearsWhich returns the IRS shows as missing.
- Income on fileThe W-2s, 1099s, and other income the IRS has for you.
- Penalty relief checkWhether penalties may be reduced or removed.
- Resolution optionsPayment plans, settlement eligibility, hardship status, and more.
How it works
- Book a free call and share any IRS letters
- Sign a simple IRS form that lets us view (not change) your records
- We pull and analyze your IRS transcripts
- We walk you through your results and options
What you'll need
- Any IRS or state letters
- Your most recent tax return, if you have it
- A rough idea of your income and monthly expenses
Claim your free offer
Pick a time below, and in the booking form tell us which offer you chose.
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One free offer per new client or business. No obligation. If you would like ongoing help afterward, we will give you a clear quote first.
Common questions
Is it really free?
Yes. Pick one offer and there is no cost and no obligation. If you would like more help afterward, we will give you a clear quote before any paid work begins.
Can I choose more than one?
The free offer is one per new client or business. If you need more than one, book a time and we will put together options for you.
Which offer should I pick?
Starting a business or switching software? Choose the setup. Already keeping books? Choose the review. Owe the IRS or behind on filing? Choose the IRS analysis.
Is my information secure?
Yes. We use secure, read-only connections and secure document uploads, and we never ask you to email passwords or sensitive documents.
Ready to get started?
Choose your free offer and book a time with Isaac Mohammed, CPA, EA.