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Frequently asked questions

We don’t file year-end tax returns unless we’ve also completed the bookkeeping. This ensures your financial records are accurate throughout the year. A tax return is simply the byproduct of 12 months of proper bookkeeping, in conjunction with proactive tax planning alongside a qualified professional. Exceptions can be made. Contact us for more details.

Our firm isn’t a bookkeeping-only service. We provide full-service accounting because the businesses we partner with need more than just reconciled books—they need strategic support that frees them to focus on growth instead of daily financial tasks. Exceptions can be made. Contact us for more details.

As an accounting partner, we want to free up business owners—especially those in trade-related industries—so they can focus on what matters most. We do this by providing monthly bookkeeping, payroll, tax strategy and planning, tax filings, 1099 preparation, monthly calls, and advisory services—just to list a few.

We don’t use a one-size-fits-all price. Our pricing is tailored to each business—we determine what services you’ll need for the year, total the cost, and divide it into 12 equal payments. This gives you a fixed monthly investment that covers all your needs throughout the year. Check out our pricing page in the menu above.

Our simple approach for Success

01

Discovery Call

We take the time to get to know you and your business to make sure we’re a good fit for each other.

02

Personalized Strategy

We build a plan with customized accounting, payroll, and tax services that meets your business needs.

03

Full-Service Accounting Team You Can Trust

We’ll handle your numbers so you can focus on what you really love–your trade business.

FREE RESOURCE

Your Guide to Set Up Subcontractors the Right Way

Struggling to collect the right information from your subcontractors?

Our “Subcontractor Checklist Packet” makes it easy. Inside, you’ll find exactly what you need for 1099s, workers’ comp, and liability audits.

We’ve even included a contract for reduced liability.

Justice Bragg

Business Development Specialist

At work, Justice is passionate about helping the team make decisions and connections that propel the business forward. He prioritizes client satisfaction by serving as a medium to facilitate communication to the proper channels making sure every issue is properly addressed.

Outside of work, Justice enjoys exercising by going to the gym and playing pickleball with his friends. He is a self-proclaimed foodie who can’t say no to trying a new restaurant, sometimes even immediately regretting it.

Zachary Williams

Staff Accountant

At Level Accounting, Zach is responsible for bookkeeping & payroll. He is dedicated to ensuring financial success for our clients.

Beyond the office walls, Zach’s weekends are filled with adventure, whether he’s exploring Florida’s hidden gems with his wife or battling it out in tournaments. When it’s time to unwind, you’ll find him at the movies or casting his line out for a relaxing fishing session.

Melanie Jerome, MBA

SENIOR STAFF ACCOUNTANT

Meet Melanie J, one of our senior staff accountants! Melanie ensures your financial health with precision and expertise. Beyond the office, she’s a true crime enthusiast who loves traveling and outdoor adventures. Whether she’s balancing books or exploring new trails, MJ’s dedication and skill set the standard for excellence in our team.