Our Clients' Stories

Real Life Examples of how our team at Innovative Accounting saving our clients money, reduced tax liability, contributing to better financial planning, developed growth strategies and just contributed to their peace of mind.
Case Studies

Quickbooks Clean-up Project, Monthly Bookkeeping, & Tax prep results in resolution of Notice of Intent to Seize Property by IRS & Lowering of Tax Owed by $157,996+

Industry: Communication ____________________________________________________________________ Service: QBO Cleanup Project, Monthly Bookkeeping & Professional Tax Preparation & Amendments for Unfiled Tax Returns + Incorrectly Filed Tax Returns ____________________________________________________________________ What Happened: Business client filed his own 1120S tax returns using incorrect financials and without accounting expertise. This resulted in two of the owners owing $157,996+ in taxes for two years. Due to inability to pay this amount, the owner did not file taxes for several years out of fear. The IRS eventually sent notices to seize property unless this was resolved. Actual amounts owed to the IRS for 7 years of unfiled or incorrectly filed tax returns were amended and filed really amounted to $21,928 + penalties & interest. ____________________________________________________________________

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Case Studies

Professional Tax Services Saved Clients $150,000+ in Taxes and $35,260.69 in Penalties in One Year

Industry: Fast Food Services ____________________________________________________________________ Service: CPA Tax Preparation ____________________________________________________________________ What Happened: Client previously used 1-800 Accountants in the past and had numerous mistakes on their tax returns, resulting in additional tax due of $75,000 beyond what was actually owed. Client refused to file taxes due to the high amount and both partners were hit with Failure-to-File and Failure-to-Pay penalties. Professional expert tax preparation identified and corrected the mistakes of prior tax provider, lowering the tax bill by approximately $75,000 per partner. After taxes were filed, we were also able to get the penalties removed. ____________________________________________________________________

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Case Studies

QuickBooks Clean-up Project, Monthly Bookkeeping, & Tax prep results in refund of previously overpaid taxes of $27,575 + lowered taxes

Industry: Legal; Services ____________________________________________________________________ Service: Monthly Bookkeeping, Tax Prep ____________________________________________________________________ What Happened: When we began working with this client, her books needed significant cleanup and organization. We made necessary corrections and prepared her tax return accurately and efficiently. Additionally, we identified income that was double reported on prior tax returns due to her mixing personal and business transactions. The result? She received her first refund in over 30 years on the next tax return and refunds for overpayments of taxes in the amount of $16,532 & $11,043 (total $27,575). She was thrilled — so much so that she sent us a heartfelt message of thanks and a gift basket to show her appreciation. ____________________________________________________________________ Our Client’s Words: “Going with y’all is one of the best decisions I’ve made this year!!!” – GW

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Case Studies

QuickBooks Clean-up Project, Monthly Bookkeeping, & Tax prep results in Amended Tax Return & Refund of $14,838 from the IRS & $5,700 from the State

Industry: Communication ____________________________________________________________________ Service: QBO Cleanup Project, Monthly Bookkeeping & Professional Tax Preparation & Amendments for Incorrectly Filed Tax Returns ____________________________________________________________________ What Happened: Client attempted to perform their own accounting resulting in incorrect financials as income was double booked. This resulted in the client owing $14,838 in taxes when in fact that client did not owe tax at all. We performed a QBO Cleanup Project and filed an amended tax return resulting in a refund of overpaid taxes of $14,838. ____________________________________________________________________ Our Client’s Words: “Thank you so much for your thorough and detailed work on this. I’m grateful to have it done and behind me.” – JH

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Case Studies

Sales Tax Reporting Services Saved Clients $9,000 in Tax Penalties

Industry: Marketing ____________________________________________________________________ Service: Monthly Bookkeeping, Sales Tax ____________________________________________________________________ What Happened: Sales Tax Reporting Services Saved Clients $9,000 in Tax Penalties and Removed a Levy on Income against the Owner Issued by State of KY for $52,646.12 that should actually have only be for less than $500. Client received levy against income for failing to file sales tax for over three years. Took over filing sales tax reports monthly & worked with client & Department of Revenue to get all sales tax filings up to date and was able to get all penalties forgiven. ____________________________________________________________________ Our Client’s Words: “Going with y’all is one of the best decisions I’ve made this year!!!” – GW

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Case Studies

Client Appreciation with QuickBooks Assistance

Industry: Technology Company ____________________________________________________________________ Service: Monthly Bookkeeping ____________________________________________________________________ What Happened: When the client has issues, questions, or needs assistance with QuickBooks, he always reaches out and is very appreciative for us fixing or assisting with the specific problem at hand or the explanation provided. ____________________________________________________________________

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Our Testimonials

What our clients are saying about us …
My company exploded
Google Review

“I tried to run my company for 2 years doing my own accounting and book keeping and it took a lot of time away from actually running my company. Once I switched to innovative accounting my company exploded because I was able to focus on the company. I count say enough great things about Innovative! Jade and Bethany have been joy joy to work with!” – Corey Craig, 5 Star Google Review

4th year with Innovative Accounting
Google Review

“We’re turning our 4th year with Innovative Accounting and we couldn’t be happier with their team. Everyone on their staff has been a pleasure to work with and they do an excellent job on all of our financials. They are quick to respond with help to questions, go above and beyond for their clients, and utilize creative technology and software to round out their services. We will continue to use their accounting services for years to come.” – Jason Sanders, 5 Star Google Review

Impressive Response Times
Google Review

“Innovative has impressive response times when it comes bookkeeping. They answer all my questions. Highly recommended.” – Rex Gillim, 5 Star Google Review

Cutting edge technology
Google Review

“I first signed with Innovative Accounting “IA” in 2021 to clean up issues I had with my QuickBooks, and was having difficulty getting help from my accountant. IA came in and got everything back to normal, made suggestions on categories, and has been handling my bookkeeping and taxes ever since. IA uses cutting edge technology to make the client’s experience less stressful! Brittany and her team are awesome, extremely professional , over the top competent, and unbelievably responsive. I have NEVER had an accounting firm respond so quickly, thoroughly, and thoughtfully in my 33 years of using professional accounting services I highly recommend Innovative Accounting for your bookkeeping and accounting needs.” – Janet Randle, 5 Star Google Review

Great service
Google Review

“Great service, use really good software, easy reporting and filing.” – Josiah R., Google 5 Star Review

Keeps us up to date
Google Review

“Innovative Accounting is on top of our accounts and keep us up to date on the latest info with the PPP loans and help our company stay in budget.” – Erick G., Google 5 Star Review

They made running my business easier
Google Review

“Bethany and her team of accounting pros took on our business in 2021 after having a difficult time finding a company who could understand and work with the complexity of our company finances. They have helped us grow, restructure our corporation, provided tax planning, and answered all our accounting needs. I’m grateful for Innovative Accounting. They’ve made running my business a lot easier. I highly recommend this certified public accountant!” – Jarrod T., Google 5 Star Review

So much knowledge
Google Review

“Innovative Accounting provides their clients with so many packages and services that small businesses need and can customize to fit their specific needs. Bethany has so much knowledge when it comes to accurately filing, managing and saving money on your taxes. I’ve learned so much from her already. And she serves her clients with such a positive, cheerful and helpful attitude.” – Nicole M., 5 Star Google Review

Very knowledgeable and experienced
Google Review

“Bethany is very knowledgable and experienced. She cleaned up everything for me and saved me from a big mess. We now use her for multiple businesses and she provides thorough reports that help us tremendously. She goes above and beyond.” – Scott Postlewaite, 5 Star Google Review

Very patient and knowledgeable
Google Review

“This was probably the best tax preparation experience my husband and I have ever had. We usually don’t take the time to write reviews, but the service we got deserves it. The lady we delt with, Bethany, was very professional and informative. We had a lot of questions due to our unique circumstances, she was very patient and knowledgeable through the entire process. For the service we received it was very reasonably priced, we will definitely use her again.:” – Paola Wilkinson

Great Firm
Google Review

“We spent 2 1/2 years thinking we were being well accounted for. Only now are we seeing that this is how it should be done and that there is a lot more to it than what was occurring. Great firm!” – Local Service Based Company

Easy reporting and filing
Google review

“Great service, use really good software, easy reporting and filing.” – Josiah Robey

Very professional and quick to answer questions
Google Review

“We used Innovative for a online QBs clean up and year end review. The team was very professional and quick to answer questions. Would recommend and use again. Thanks.” – John Nickels

Best experience
Facebook Review

“Best experience I’ve had working with an accountant!” – Marcelo Casiano

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