Be's Professional Services is a tax preparation, accounting, and bookkeeping firm with offices in Dallas, Texas and Ruther Glen, Virginia. It publishes bundled packages covering bookkeeping, payroll, tax preparation and planning, and IRS representation.

An owner who wants one firm for everything tax-adjacent fits well here. Its bundles publish bookkeeping, payroll, tax preparation and planning, and IRS representation as headline services, plus retirement plan evaluation and sales tax return preparation. Business bundles bake in scheduled advisory time, such as 3 or 6 consulting meetings a year and tax planning meetings, as part of the package rather than an upsell. If you get an IRS letter, the same firm handles correspondence, written into the tiers at 2 letters a year or all year.

Against their own published bundle structure, payroll is capped at up to 10 employees or contractors in the top tier, and advisory access is metered in fixed annual meeting counts (3 or 6) rather than scaling with transaction volume. Bookkeeping cadence is listed identically as monthly, quarterly, or annual at every tier, so a business growing in transaction complexity does not see that reflected in the bookkeeping line item.

Details are drawn from Be's Professional Services' public website as of the verification date and may have changed since. Confirm current terms directly with the firm.

No dollar figures are published on their site. Their service bundles page details what each business, personal, and tax add-on bundle contains, and each bundle directs to a phone number, an email address, and an appointment booking button rather than a listed price. The home page offers a free 15-minute evaluation as the entry point for prospective clients.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

Published business tiers differ mainly by payroll capacity and included advisory time. Payroll is capped at up to 3 employees or contractors in the entry tier, up to 5 (direct deposit only) in the middle tier, and up to 10 (direct deposit or check) in the top tier. Business consulting meetings step from 3 to 6 per year, IRS correspondence from 2 letters per year to all year, and tax planning from a single meeting to all year. Bookkeeping is listed at every tier as monthly, quarterly, or annual. Higher tiers also list business valuations.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

Yes. Their home page states the firm services all 50 states, and their about page states they provide tax consulting and other services 365 days a year to all 50 states. Their site lists offices in Dallas, Texas and Ruther Glen, Virginia.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.