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Ian is an absolute pleasure! Not only is he extremely knowledgeable and up to date on all the tax laws but he is the nicest person as well. I have a personal return as well as a business return and Ian took care of everything. I cannot say enough about Ian and the way he treats his clients!! I highly recommend Ian and Notch Books!
Ian and his staff have been invaluable members of the Intevi team. As a fast growth, tech start-up we needed support from Ian to get financial systems in place to support us from Day 1. His guidance led us to agreeing to use QuickBooks Online as our Financial Management system and with his team’s support have had a very positive experience so far. Doing business in many states across the US we have complex multi-jurisdictional sales tax needs and rely on Notchbooks for all our filings. Ian is a trusted advisor who has provided great counsel to us on a variety of financial management aspects of our business, and we are confident that the Notchbooks team will be with us through all stages of our growth.
Ian is a highly qualified CPA and an ultimate Professional. Well organized, accessible to answer your questions, solve your problems and a Quickbooks expert. Ian will be an asset to any organization. He works very well with existing staff or independently.
I called Ian with help from a letter we received from the IRS stating that we had an error in an older tax return (self prepared). Letter also stated that we owed almost $10,000 based upon the error. I called and set up an appointment a few days later. The best part was we were able to meet at my convenience. Within minutes of the meeting, we found where the error was and it became only owing almost 100 bucks. Ian knows what he is doing and was very easy to deal with.
Ian came at just the right time. We are a start up nonprofit and had been hobbling along, doing our book keeping in house with a tax advisor at year-end, and always behind and frazzled. I can't tell you what a relief it was to get our financial house in order, and for such a reasonable rate and, importantly, with such an intuitive financial partner (that sums up Ian right there). Ian is an excellent listener - he asked great questions, was patient, understanding and encouraging as we took this journey out of our disorganized books. He was responsive when we ran into snags and even found us additional help when we had questions that weren't in his expertise or that he couldn't immediately answer. He works so well remotely (we are in Vermont) and we use video conferencing technology quite successfully. We couldn't be more pleased and, at last, we're at peace with our finances. Bottom line, Ian is so much more than a smart book keeper; he's like a financial therapist!!