Abundant Beans Tax & Accounting

Category: Tax consultant

Address: 7931 S Broadway #128, Littleton, CO 80122, USA

Opening hours

Sunday: Closed

Monday: 9AM–5PM

Tuesday: 9AM–5PM

Wednesday: 9AM–5PM

Thursday: 9AM–5PM

Friday: 9AM–5PM

Saturday: Closed

Reviews

Elizabeth Hess

Aug 10, 2022

Love working with the Abundant Beans crew! They make my life so much easier, and I have a huge appreciation for their automation enthusiasm.

Michael Keen

May 26, 2022

Hiring Abundant Beans to handle our CPA needs was easily one of the best decisions we have made as a business... with multiple restaurant locations and somewhat complex accounting, this has been a huge stress relief!

Gerry Venard

Mar 26, 2022

You might ask, why, if my understanding of the Tacks System is off the chart, would I enlist a Tax and Accounting Firm to handle my tax return? Well, unfortunately, my knowledge is off the bottom of the chart! That is precisely why I have the professionals at ABT&A handle my tax account. The folks at Abundant Beans are professional in every sense. And they also have a "soft Side". I, being an "Old Dinosaur" have a problem with applying computers to do what I had done for years with pen & paper to submit my information to their skillful hands. This year, I called, on my old fashioned phone, and one of their staff gracefully walked me through the part I was not understanding. In short, they were very helpful, and I got a very significant refund!

Hailey Gentile

Feb 22, 2022

Jamie and her team are fantastic! They keep it real and do their best to keep me doing what I'm good at, which is being a veterinarian! They are organized, provide excellent checklists and reminders and work with me to legally maximize my revenue and redeem all the benefits I can as a small business employer! I wish I could give them more stars!! 10+!!

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Questions & Answers

Will you collaborate with our other advisors?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Absolutely. We want to be included in conversations with your business/estate lawyers, financial planners, benefit administrators, etc.

What are your policies if you or your team make a mistake on our tax returns?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

We stand behind our preparation services. If we make a mistake, we will take any necessary steps to rectify the mistake within our scope and responsibility.

How many clients do you have/intend to have? Will we be one of a few or one of many?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

We are a small firm with a focus on relationship-based services. We believe that is best done with a small client base. Our client limit is 100 relationships.

What are your policies/culture around continuing education?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Learning is one of our key values. Our clients are best served when we are current in our tax and accounting knowledge as well as business knowledge. The more we know the better we can help you with all aspects of your practice!

Can we call anytime or do you prefer we make an appointment?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

You CAN call anytime but we only take phone calls by appointment.

What are your policies for offboarding clients? Will you give me my QB file?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Our policies ensure that you have what you need to easily transition to another professional at any time. Some of the things that help you with this transition: - Access to download all your tax returns prepared by us for 30 days after disengaging our services. - Complete tax return copies that include all states, depreciation schedules and any applicable statements and schedules. - If your QBO file is on our account, we will release it to you no questions asked.

If we get a notice or an audit will you represent us?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Our policy is always to assist you within our expertise. We can help with many types of notices and requests. If the notice is outside our expertise or there is an audit, we contract with some of the best in the representation business to assist you. These services are included if you opt-in to our Audit & Notice Protection Plan.

What is your turnaround time on client questions?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Our turn around time on all client correspondence is 48 hours Monday through Friday.

What are your policies around data, who can access it and how it is stored?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

We are required to have proper and yearly updated cyber security policies by the IRS. You can access our current website policies here. All data can be accessed by our team and is stored and backed up in the cloud.

Who will we interact with? Just the owner or is there a team?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

We are a team! A team of professionals is the only way to ensure that you are properly supported in a timely manner.

Is your firm in-person, virtual or both?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

We are exclusively virtual!

What is your preferred mode of communication?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

You are best served when our team can document all exchanges. Our communication is best done by email or scheduled phone/video call. Scheduled times make sure we can focus on your needs at your scheduled time.

Depending on the service, what is the timeline for the service? What can change that?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Our general timeline on all services is 2-4 weeks. This timeline starts once we receive all requested information from the client. Things that affect the timeline include; what’s in our queue at any given time, complexity of the service, incomplete information from the client, lack of communication from the client, etc.

Do you provide year-round services, or will we only interact with you during tax time?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

We are open year-round providing our clients with a myriad of services. Advisory, proactive services are our focus!

Can you take us as a client if we are not in the same state?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Yes, we can!

What services do you not provide?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Tax Preparation Only – let’s be 100% honest, no practice owner I have ever met truly only required just tax returns. Business owners need and want advisory services from their accounting professionals. We start there. Payroll – this service requires a lot of detailed compliance and is low value. We outsource this service for our firm and believe you should to. Legal Services – this is out of our scope. Financial/Investment/Wealth Planning – again, out of our scope. But we have many partners that we can refer you to. Just ask!

What does an accountant even do and how does that help my practice?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Well…that depends. Accounting firms provide a wide range of financial, tax and other services. Our service offerings only include the services we believe provide the most impact. Proactive Tax & Entity Planning – tax optimization for now and the future based on your personal and business goals. Strategic Maintenance Bundles – support services packaged up to provide you with tax compliance, year-round communication and tax projections all in one monthly flat fee. Bookkeeping, Financial Projections & Budgeting – timely numbers for decision making, planning, etc.

What service(s) are your favorite to provide? Which have the most value to me and my practice?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

Proactive Tax & Entity Planning – this service not only provides the most bang for your buck in cash in immediate cash in your pocket but also gives your future roadmap to follow to reach your goals. Bookkeeping – this is the last thing most practice owners should be spending time on. Taking care of this for our clients frees them up to focus on why they are in practice and focus on what they do best.

I just need tax returns. Do you provide that service?

Abundant Beans Tax & Accounting | Oct 25, 2021
Abundant Beans Tax & Accounting | Oct 25, 2021

No. We don’t provide an option for tax preparation services only. To read more about what services we do offer, please click here.

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