Sometimes security steps are annoying, but they are necessary. The communications and uploads (25+ docs in our case) go smoothly once you are accustomed. Once you get all of your documents to Zen, the return gets done quickly. Just a few days.
March 2024
My taxes are complex. Looking at the documents I receive each year, I would have no idea what figures go on what forms! I depend on my preparer to know these things. I am pleased that Beth Loxley is able to handle this with a minimum of fuss. Thanks, Beth. It’s a pleasure working with you!
March 2024
The team is very timely in response and does a great job. The platform they use is very easy to communicate through and upload necessary documentation.
At ZenStrategies, we help small business owners find their balance. We know that running a business can be pretty intense, but don't worry, we've got your back! Our small business advisors are experts when it comes to bookkeeping, cash flow, and everything else that comes with owning a business. We like to take a holistic approach, which means we don't just focus on one tiny part of your business, but instead we take a look at the whole picture and help balance your business, not just your books. Think of us as your go-to for trusted advice. We're here to help you make smart financial decisions, and make running your business a little less stressful.
