Help with your account, step by step.

Always Accounted is a tax preparation and bookkeeping service, not a CPA firm. Our tax work is led by an Enrolled Agent. We help individuals and small businesses with tax returns, bookkeeping, tax notices and the paperwork around them. Everything starts with Access, our $9.99 monthly membership.

Access is $9.99 a month. It includes one written question or one 10-minute call with our team each billing month, on one topic. Written answers come by 6:00 PM Eastern Time on the next business day. An unused month does not roll over. Access is also the membership you need before buying individual services, and every bookkeeping and tax package already includes it, so you never pay for it twice. More about Access.

On the Start today page, choose Always Accounted Access, or a bookkeeping package that already includes it. You pay by card on Stripe’s secure checkout; card details are collected by Stripe, not stored on our website.

Right after payment you get a welcome email with a Set up my portal button. Setup takes about five minutes: create your sign-in, then answer a few short Getting Started questions about you and what you want help with first. Watch the video: Join Access and sign in.

That’s fine. For bookkeeping, Find my bookkeeping fit asks seven short questions and suggests a package. For tax returns, notices, cleanup or anything else, use the custom intake: describe what you need and the team replies about the scope, timing and price. No payment is taken, and no work starts, until you approve.

Office hours are Monday to Friday, 9:00 AM to 5:30 PM Eastern Time, excluding United States federal holidays. Written questions are answered by 6:00 PM Eastern Time on the next business day, and 10-minute calls can be booked Monday to Friday, 9:30 AM to 5:30 PM Eastern. Email info@alwaysaccounted.com, or call (833) 201-2196 toll-free or (215) 201-2977 in Philadelphia.

Social Security numbers, bank or card account numbers, passwords and complete tax documents. Public forms and ordinary email aren’t the place for them. After you join, upload records in Documents in your portal instead.

No. Billing is monthly, in advance, with no minimum term, no annual plan and no free trial. You can cancel in your portal; cancellation takes effect at the end of the current paid billing period.

Yes. This Help Center, the glossary and the video guides are also in Spanish: Centro de ayuda. The website and the member portal themselves are in English.

One topic. You can give background and ask about that one thing. If a reply raises something we need from you, we say so, and the follow-up on that same topic is part of the same question. A new topic waits for your next billing month, or you can book a 30-minute consultation for $80 if it can’t wait.

In Overview, find the card This month's question or call and choose Ask a written question. Pick a Topic, write your question under Your question and choose Send question. We email you to confirm we have it. Watch the video: Ask a question or book your 10-minute call.

By 6:00 PM Eastern Time on the next business day. The exact deadline for your question shows on the card as Response due by. Business days are Monday to Friday, excluding United States federal holidays. When the answer is ready we email you, and you read it on the card in Overview or in your question history in Help & glossary. The reply is an answer, or a clear recommended next step, from our team.

In Overview, choose Book a 10-minute call on the card This month's question or call. Pick a Day and a Time (times are Eastern), add a phone number if you like in case the Teams link doesn’t work, and choose Book this call.

Calls are on Microsoft Teams, Monday to Friday, 9:30 AM to 5:30 PM Eastern, booked at least 24 hours ahead, and the booking shows the open times over the next two weeks. Microsoft emails you the Teams invitation, and Join the Teams call appears on the card. The call uses the month instead of a written question. Watch the video: Ask a question or book your 10-minute call.

Yes, up to 24 hours before it starts. Choose Cancel this call on the card. This month’s question or call is yours again, and you can book a new time or ask a written question instead. Less than 24 hours before, the call can’t be cancelled in the portal and it counts as this month’s question or call; a missed call counts too. If something unexpected came up, email info@alwaysaccounted.com.

A written reply or a 10-minute call covers one topic. It doesn’t include a longer consultation, document or record review, calculations, research, form preparation, tax-return preparation, filing, agency representation or hands-on accounting work. If your question needs any of that, we send you the scope, estimated time and price first, and nothing starts until you approve.

Your question or call runs on your billing month, your subscription’s billing period, which isn’t necessarily a calendar month. The card in Overview shows the date under Resets. An unused month does not roll over.

No. Don’t include Social Security numbers, bank details, passwords or complete tax records in your question. If the team needs a document, upload it in Documents.

Your last payment didn’t go through, so the question is paused. Choose Update payment in Billing and update your card in secure billing.

A private 30-minute session with our team, for a question that needs more than a written answer. It is $80 for Access members. New customers pay $89.99: the $80 session plus the first $9.99 Access month. The $80 is a one-time charge; Access then continues at $9.99 a month. About consultations.

Your choice. Meet by video on Microsoft Teams, or in person at our office in Wyncote, just outside Philadelphia. In-person sessions need at least 24 hours’ notice. The office address appears in your portal and in your confirmation email once your booking is confirmed.

Open Schedule. If you haven’t paid for a session yet, choose Unlock the calendar · $80 and pay on Stripe’s secure page. Then choose how you’d like to meet: Video call or In person. Pick an open time (shown in your device’s time zone) and choose Confirm this time. Microsoft sends the calendar invitation and reminders. For a video session, use Join Teams meeting in Schedule, or the link in your invitation. Watch the video: Book a consultation, by video or in person.

Think about the one thing you most want to settle, and have any related papers at hand. If the team asks for documents, upload them in Documents before the session. For an in-person visit, please arrive a few minutes early.

Yes, with at least 24 hours’ notice. To move it, choose Choose a different time in Schedule; changes are available in the portal until 24 hours before the appointment. To cancel, email info@alwaysaccounted.com at least 24 hours before the start time. A timely cancellation is eligible for a full refund. A later cancellation, or a missed appointment, is generally not refundable, though we may offer a courtesy reschedule if an emergency comes up and you tell us promptly. Cancellation and Refund Policy.

The session is for guidance and next steps. Hands-on work, such as preparing a return or fixing your books, is scoped separately before it begins.

Access and monthly packages are billed in advance and renew automatically each month until cancelled. Consultations and bookkeeping packages are paid at checkout. Tax packages, cleanup, notices and registrations are charged only after you accept the scope and price. Payments are processed by Stripe; our portal doesn’t store your full card details.

No. Every bookkeeping and tax package includes Access in the price shown, so there is no extra $9.99 charge.

Open Billing and choose Open secure billing. On Stripe’s secure billing page you can update your payment method, see invoices and change or cancel your subscription. Billing also lists your Recorded payments. Watch the video: Read your receipt and manage billing.

Yes. Switch your plan to Access in Billing. The package continues until the end of the paid month, and your next renewal is $9.99. If you cancel instead, the package and Access both end at the end of the paid period. For a tax package, the engagement agreement says what happens when the package ends.

Cancel your subscription in secure billing from your portal, or email info@alwaysaccounted.com. Cancellation takes effect at the end of the current paid billing period: your membership stays available until then, and no further recurring charge is made. Amounts already paid for the current month are generally not prorated or refunded. Billing then shows the date your Access remains available through.

After each payment we email a receipt. Your first one is inside your welcome email; later ones arrive as Payment received: your Always Accounted receipt. A receipt shows the following. Some lines appear only when we have that information:

• Receipt number and Date paid: which payment it is, and when it went through.
• Paid to: Always Accounted, Inc.
• Billed to: the name and email on your account.
• What you paid for, and the amount charged: Amount paid, or Total paid on a receipt that lists each item.
• Paid with: your card brand and its last four digits only.
• The date of your next charge, shown as Next billing date or Next payment date, or Membership ends if you have cancelled.

A receipt that lists each item also shows the Subtotal, any Discount, tax and Account credit applied before the Total paid. To keep a copy, use View or download your receipt or Download a PDF copy. Watch the video: Read your receipt and manage billing.

It depends on what you bought. Monthly charges already paid are generally not prorated or refunded. A consultation cancelled at least 24 hours ahead is eligible for a full refund. For custom work, any unused prepaid amount is refundable if you cancel before work begins, less any third-party cost you approved in advance. We refund a duplicate or incorrect charge, a charge made after a cancellation took effect, or a paid service we can’t deliver.

Email info@alwaysaccounted.com from your account’s email address with your name, the invoice date, the amount and a short explanation. Approved refunds go back to your original payment method, and we email you a refund receipt. Read the full policy.

Adam set up a secure Always Accounted account for you. It’s where you send Adam documents and get your returns, instead of by email. The email comes from info@alwaysaccounted.com and has a personal Open my account button. To check it’s real, call Adam at AKM Financial on the number you already know. We will never ask for your Social Security number, bank details or passwords by email. Watch the video: For AKM Financial clients: your first login.

Adam still prepares your taxes, and what you pay for your tax work doesn’t change because of this. What’s new is your secure account: one place to send Adam documents and get your returns. Your portal shows exactly what your account includes.

Use Open my account in the email, and sign in with the email address it was sent to. There’s no password: Microsoft emails you a one-time code. Never share that code with anyone, Adam included. The link is personal and works once, by the date shown in the email; after that, sign in at www.alwaysaccounted.com/portal. The first time, you’re asked to accept Always Accounted’s Terms.

If you already set up your account, sign in at www.alwaysaccounted.com/portal with the same email address. If you never finished, call (215) 201-2977 or email info@alwaysaccounted.com and we’ll send you a new invitation.

No. When you first sign in you’ll see Check your details.: check them, correct anything that’s out of date and save. A short tour then shows you around, and you can replay it any time from Help & glossary.

Yes. Calls with Adam work as before: call (215) 201-2977. There is nothing to book or pay in the portal for that.

If Adam has added your past returns or documents, they are in Documents. If you need something that isn’t there, ask Adam.

Your portal shows exactly what your account includes. If it shows a question card, use Overview to ask your question or book a call. If it doesn’t, call (215) 201-2977 and Adam will help. Either way, you can upload documents in Documents.