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Bookkeeping·Plano, TXFor homesFor businesses

Monis Zaidi

Assured Business Solutions5.049 Google reviews

Flat-fee bookkeeping, payroll and tax for small business

Enrolled Agent at Assured Business Solutions (Assured Bookkeeping and Tax Service) in Plano, handling IRS representation and tax resolution for small businesses in DFW.

In business
Since 2005
Service area
Plano, Garland, Flower Mound, remote
Hours
Mon–Fri 9–5 CT
Member
since 2017

What Monis does

  • Monthly bookkeeping in QuickBooks
  • Payroll with tax filings and W-2s
  • Business and individual tax returns
  • IRS tax resolution
  • Tax planning and entity structuring
  • QuickBooks setup and cleanup
All services →

Problems Monis solves

  • The books are months, or years, behind
  • Payroll is still done by hand every pay period
  • An IRS letter, back taxes, a lien or a levy
  • Income in more than one state, or self-employment income
  • Paying more tax than the business structure requires

Who should call

  • Small business owners in Plano and Dallas–Fort Worth
  • Contractors, restaurants and real estate investors
  • Professional practices wanting a flat monthly fee
  • Individuals with an unresolved IRS notice

The best introductionA business owner whose books are a year behind with a tax deadline coming, or anyone who just opened an IRS letter.

10 guides by Monis

Answers Monis gives clients every week

All bookkeeping guides
Bookkeeping Your books are months behind and a tax deadline is coming: how to catch up without panic Falling behind on the books is normal for a busy owner. Staying behind is what costs money. Here is how a cleanup actually works and what it takes to never need one again. 8 min read What should I ask an outsourced bookkeeper before I hire them? Before you hand over the books: questions to ask an outsourced bookkeeper 7 min read How do I set up job costing so I know which jobs actually make money? Busy all year and unsure which jobs paid: setting up job costing that works 7 min read Should my small business use cash or accrual accounting? Cash or accrual accounting: which method tells the truth about your business 7 min read How should a small business in Texas track and file sales tax in its books? Collecting Texas sales tax: how to track it in the books so filing is never a guess 7 min read Can I set up an IRS payment plan myself, or do I need an Enrolled Agent? Owe the IRS? When you can set up a payment plan yourself and when to get help 7 min read Can the IRS really settle back taxes for pennies on the dollar? Pennies on the dollar? What is true and false about settling back taxes with the IRS 7 min read How can I tell if my small business books are wrong even though QuickBooks says the accounts are reconciled? QuickBooks says reconciled, but the numbers feel wrong: signs your books are off 7 min read What happens during a monthly bookkeeping close, and what reports should I get each month? The monthly close, step by step, and the reports you should receive every month 7 min read How much does monthly bookkeeping cost for a small business, and what should a flat fee include? What monthly bookkeeping costs a small business, and what a flat fee should cover 7 min read

Why clients choose Monis

Proof, not promises

  • Monis Zaidi, EA, CTRS: Enrolled Agent admitted to practice before the IRS
  • Certified Tax Resolution Specialist (CTRS), American Society of Tax Problem Solvers
  • Certified QuickBooks ProAdvisor team across all four offices
  • IRS Certifying Acceptance Agent, authorized to process ITIN applications
  • Authorized IRS e-file Provider
In business
since 2005
Guarantee
Transparent flat monthly fee set in writing after the consultation; the firm states there are no surprise invoices
Hours
Mon–Fri 9–5 CT
Team
Four offices (Plano headquarters, Garland, Flower Mound, and Gaithersburg, Maryland); clients reach a certified bookkeeper or tax preparer, not a call center

What clients say

Excerpts from public Google reviews of Assured Bookkeeping and Tax Service. Read all 49 on Google.

★★★★★3 months ago

Assured Bookkeeping Services has been great. They keep my books accurate and up to date every month, and their reports are actually easy to understand. Super responsive and professional — they’ve saved me a ton of time and stress. If you need reliable bookkeeping, I highly recommend them.

— Jurate Aukst
★★★★★7 months ago

Assured Bookkeeping is the place to go for personal service. We needed some major clean up of our financials in a short amount of time. Things we could've asked for months ago. But Monis got to work and got it done so we could meet our deadline. Try Assured because you get a bonus when you work with Monis!

— Doug Steel
★★★★★8 months ago

We have been doing our taxes with this Assured company for more than 5 years, and we love their service. They are always professional, helpful, and make the process easy to understand. In addition to preparing our taxes, they also handle our bookkeeping, which has been a huge help for our business. I highly recommend their services.

— Alejandra Perez Lorenzo
Show 2 more reviews
★★★★★a year ago

I have been working with Assured Bookkeeping and Tax Services for my business accounting and taxes for over ten years and they have been amazing. They are at the top of their game and they are always finding ways to save me in taxes and to help us operate my business more efficiently. I highly recommend Monis and his team at Assured Bookkeeping and Tax Service.

— Jon Rutherford
★★★★★2 months ago

Very polite, super prompt and professional. The experience was made extremely simple and easy to follow. The gentleman was very helpful.

— Kai Jatoi

How it works

What happens after you reach out

  1. Free consultation A 30-minute call or in-person meeting at any of the four offices.
  2. Custom proposal A flat-fee monthly proposal based on transaction volume, complexity and goals.
  3. Onboarding QuickBooks setup, bank sync and clean-up of historical issues, typically within two weeks.
  4. Ongoing service Monthly bookkeeping, quarterly check-ins and year-end tax filing.

In Monis's words

Situations Monis handles every week

The books are months, or years, behind

Onboarding includes QuickBooks setup, syncing bank accounts and cleaning up historical records, typically within two weeks. One client came in three years behind and was caught up and made compliant.

Payroll is still done by hand

Assured runs weekly, bi-weekly, monthly or quarterly payroll with tax filings, direct deposits and year-end W-2s, so the owner stops spending hours on it each pay period.

An IRS letter, back taxes, a lien or a levy

Monis is an Enrolled Agent admitted to practice before the IRS and a Certified Tax Resolution Specialist. He handles audits, back taxes, payment plans, liens and levies on the client's behalf.

Income in more than one state, or self-employment income

Individual returns cover self-employed filers, multi-state filings, back-year and amended returns, and ITIN applications through the firm's IRS Certifying Acceptance Agent status.

Paying more tax than the business structure requires

Tax advisory covers entity structuring and year-end planning. One example: restructuring a med spa's entity before year-end to reduce the owner's tax bill.

Services

Everything Monis offers

Monthly bookkeeping in QuickBooksMonthly P&L statements, bank and credit card reconciliations, accounts payable and receivable, and KPI dashboards.
Payroll servicesWeekly to quarterly processing, payroll tax filings, direct deposit and year-end W-2s.
Business tax preparationReturns for LLCs, S corporations, C corporations and partnerships.
Individual tax preparationForm 1040, self-employed, multi-state, back-year and amended returns.
Tax advisoryStrategic tax planning, entity structuring, and retirement, investment and estate planning.
IRS tax resolutionAudits, back taxes, payment plans, liens and levies handled by an Enrolled Agent.
QuickBooks setup and cleanupSoftware setup, bank syncing and clean-up of past records during onboarding.
ITIN applicationsProcessed in-house as an IRS Certifying Acceptance Agent.

Service area: Plano, Allen, McKinney, Frisco, Richardson, Garland, Flower Mound, Denton County, Dallas, Dallas–Fort Worth, Remote clients nationwide

About

Monis Zaidi

Monis Zaidi, EA, CTRS, handles IRS representation and tax resolution at Assured Bookkeeping and Tax Service, the Plano firm also known as Assured Business Solutions. The firm has kept the books and filed the taxes of small businesses and individuals since 2005, with offices in Plano, Garland, Flower Mound and Gaithersburg, Maryland.

As an Enrolled Agent admitted to practice before the IRS and a Certified Tax Resolution Specialist, he handles audits, back taxes, payment plans, liens and levies himself. New clients get a free 30-minute consultation, then a written flat monthly fee; onboarding, including QuickBooks setup and cleanup of past records, typically takes about two weeks.

Why clients choose Monis

  • A flat monthly fee in writing after a free consultation, so there are no hourly surprises
  • IRS matters handled by an Enrolled Agent and Certified Tax Resolution Specialist rather than passed to an outside firm
  • Twenty years in Plano, more than 4,000 clients served and in-person or fully remote service

Member of BNI Preston Center since 2017.

FAQ

Questions people ask Monis

How does pricing work?

After a free 30-minute consultation the firm prepares a flat-fee monthly proposal. Its FAQ says most small businesses pay between $200 and $800 per month for full-service bookkeeping, depending on transaction volume and services.

My books are a mess. Can you fix them?

Yes. Onboarding includes QuickBooks setup, bank syncing and clean-up of historical records, typically within two weeks before monthly service begins.

Can you deal with the IRS for me?

Yes. Monis is an Enrolled Agent admitted to practice before the IRS and a Certified Tax Resolution Specialist. The firm handles audits, back taxes, payment plans, liens and levies.

Do you do payroll?

Yes. Weekly, bi-weekly, monthly or quarterly payroll with tax filings, direct deposit and year-end W-2s.

Do I have to come to the office?

No. The firm offers in-person and fully remote service, with a client portal, and serves clients across Dallas–Fort Worth and beyond. Offices are in Plano, Garland, Flower Mound and Gaithersburg, Maryland.

Contact

Reach Monis

CompanyAssured Business Solutions
Office2850 West Parker Road, Plano, TX 75075
HoursMon–Fri 9–5 CT

Email goes through the referral form so the chapter can record the introduction.

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