Our Mission & Vision
At Downtown Tax and Accounting Services LLC, our mission is to give business owners clear, reliable financial information and proactive guidance they can use all year. Through bookkeeping, accounting, tax preparation, tax planning, and QuickBooks Online expertise, we help entrepreneurs and closely held businesses stay organized, compliant, and prepared to make confident financial decisions.
Our vision is to build lasting client relationships, not seasonal transactions. We combine personal service with modern technology, thoughtful automation, and forward looking tax strategy so clients can understand where they stand today and plan intelligently for what comes next. Every engagement is built around accuracy, transparency, accountability, and long term value.
What Clients Say
Real feedback from clients who have trusted DTAS with their tax and accounting needs.
“I can’t recommend Collier Brown at Downtown Tax & Accounting Services enough. He was extremely thorough and made sure every detail was covered. I really appreciated that he was always available to walk me through my concerns. It’s a huge relief to know my taxes were handled so professionally and efficiently!”
M.S. • Google Review
“I have an LLC. I’m a sole proprietor. Collier has been doing my taxes for over five years. Exceptionally detailed and takes the time to walk you through different options of ways to improve your tax conditions. Very personalized service. I highly recommend him.”
D.S. • Google Review
From Proposal to Partnership
Your Onboarding Plan
The exact onboarding process depends on the services included in your proposal. The goal is always the same: make the transition simple, secure, and organized from day one.
Tax Preparation
- Engage. Accept your proposal, complete the engagement process, and receive secure portal access.
- Gather. Tax forms, prior year returns, business financials, and supporting records are securely collected and organized.
- Prepare & Review. Your return is prepared, open items are resolved, and the filing is reviewed for accuracy and compliance.
- Approve & File. You review the final results, complete the required signatures, and DTAS electronically files the applicable returns.
Monthly Bookkeeping & Accounting
- Connect. QuickBooks Online, bank accounts, credit cards, payroll, and applicable supporting systems are connected or reviewed.
- Establish the Baseline. Existing books are reviewed, outstanding issues are identified, and a clean starting point is established.
- Monthly Close. Transactions are reviewed, accounts are reconciled, and financial statements are prepared on a consistent schedule.
- Stay Ready. Your books remain organized, current, and tax ready throughout the year while DTAS monitors the financial picture.
Packages & Value
DTAS engagements can be structured in tiers based on the level of support your business needs. Your actual proposal contains the specific services, deliverables, and pricing recommended for your situation.
Tax Preparation & Compliance
Best for: Individuals and businesses primarily looking for accurate annual tax preparation and compliance support.
Tax preparation, applicable federal and state filings, electronic filing, and year end compliance support.
Bookkeeping + Tax
Best for: Business owners who want monthly accounting and annual tax preparation coordinated under one relationship.
Monthly bookkeeping, reconciliations, financial statements, QuickBooks Online maintenance, and annual tax preparation.
Accounting + Tax Planning
Best for: Growth focused businesses that want accounting, tax compliance, and proactive planning working together throughout the year.
Monthly accounting and tax preparation plus proactive tax planning, estimated tax guidance, strategic reviews, and forward looking advisory support.
The packages shown here illustrate common levels of support. The proposal you received controls the actual scope, service options, and pricing for your engagement.
Ready to Take the Next Step?
Review the services and pricing prepared for your engagement. If everything looks right, you can accept and sign securely online. If you have a question first, contact me directly.
Review & Sign Proposal