Records In Order provides tax strategy, accounting, bookkeeping, and payroll services for small businesses nationwide since 2000, led by Scott C Turner, CPA.
Records In Order provides business clients personalized tax and accounting services. They work with small business owners ONLY, to increase profitability by providing highest possible quality service leveraging their experience and expertise.
The firm specializes in a wide range of tax and accounting areas and has been providing business in the San Francisco area and nationwide with the best accounting and tax advice since 2000. Their approach includes tax strategy that is audit-tested, court proven, and backed by IRS regulation, bulletin, procedure, or ruling. They offer a unique Tax Strategy Assessment service with a guarantee to double tax savings vs cost of service, or they'll write a check for $2,000. Locations include San Francisco, Santa Rosa, Campbell, Oakland, San Jose, San Mateo, Ukiah, and Walnut Creek.
25 years in business since 2000
Work ONLY with small businesses under $3M annual receipts
Guarantee: taxes reduced by double the cost of service, or $2,000 check
Tax strategy that is audit-tested, court proven, and backed by IRS regulations
30 days free accounting with daily updates
Nationwide service with California offices
Services
Tax Strategy Assessment
Comprehensive review of prior year returns, bookkeeping, and current financials to create custom tax savings strategies with guarantee.
Review of Prior 3 Tax YearsBookkeeping Review (2 Years)Current Year FinancialsCustom Tax Savings Creation$2,200 Fee (50% down, 50% before meeting)
Tax Preparation
Personal and business tax preparation services for small businesses.
Personal TaxBusiness TaxS Corp / C Corp
Payroll & Bill Pay
Complete payroll processing and bill payment services.
Payroll ProcessingBill Pay ServicesTax Filing
Custom Accounting
Tailored accounting services to fit unique business needs.
30-day free accounting service with daily updates, connecting bank accounts to show Income Statement within minutes.
30 Days FreeDaily UpdatesBank ConnectionIncome Statement AccessGratis CPA Consult
S Corporation Tax Strategy Package
Tax strategy for small corporations to minimize tax burden.
Entity AnalysisTax Optimization
Frequently Asked Questions
What type of businesses does Records In Order work with? +
Records In Order works ONLY with owners of small businesses with gross annual sales of around $3 million or less. They do not consult for owners of mid-size/large corporations and refer those to larger tax firms with big fees.
What is the Tax Strategy Assessment? +
The Tax Strategy Assessment is a comprehensive review costing $2,200 (50% down, 50% before meeting) that includes review of prior 3 tax years, bookkeeping review for 2 years, current year financials, and creation of custom tax savings. The fee may be applied toward future strategy services within 14 days.
What is the 'Accounting Completed' service? +
Accounting Completed offers 30 days free accounting with daily updates. Clients connect their bank(s) and see their business Income Statement within minutes. After connecting, they schedule a gratis CPA consult. Then a monthly charge applies based on gross receipts.
What is the guarantee for the Tax Strategy Assessment? +
Records In Order guarantees to reduce taxes by at least double the cost of the Tax Strategy Assessment service, or Scott C Turner will personally write a check for $2,000.
