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Bookkeeping · Plano, TX For homes For businesses
Flat-fee bookkeeping, payroll and tax for small business
Monis Zaidi, EA, CTRS, handles IRS representation and tax resolution at Assured Bookkeeping and Tax Service, a Plano firm that has kept the books and filed the taxes of small businesses since 2005. Clients get a written flat monthly fee after a free 30-minute consultation, and a real bookkeeper or tax preparer answers the phone.
- Serving small businesses since 2005
- Enrolled Agent and Certified Tax Resolution Specialist
- Certified QuickBooks ProAdvisor team
- Free 30-minute consultation
- 5.0 stars on Google (49 reviews)
Problems Monis solves
Sound familiar?
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
What Monis does
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
How it works
What happens after you reach out
- Free consultation A 30-minute call or in-person meeting at any of the four offices.
- Custom proposal A flat-fee monthly proposal based on transaction volume, complexity and goals.
- Onboarding QuickBooks setup, bank sync and clean-up of historical issues, typically within two weeks.
- Ongoing service Monthly bookkeeping, quarterly check-ins and year-end tax filing.
Credentials and guarantees
✓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 businesssince 2005
GuaranteeTransparent flat monthly fee set in writing after the consultation; the firm states there are no surprise invoices
HoursMon–Fri 9–5 CT
TeamFour offices (Plano headquarters, Garland, Flower Mound, and Gaithersburg, Maryland); clients reach a certified bookkeeper or tax preparer, not a call center
“Their team provides top quality — from initial request for info & proposal to the execution & debrief.”
Google reviews
What clients say
Excerpts from public Google reviews of Assured Bookkeeping and Tax Service. Read all 49 on Google.
★★★★★3 months agoAssured 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.
★★★★★7 months agoAssured 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!
★★★★★8 months agoWe 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.
★★★★★a year agoI 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.
★★★★★2 months agoVery polite, super prompt and professional. The experience was made extremely simple and easy to follow. The gentleman was very helpful.
About
Monis Zaidi
Monis Zaidi is the contact at Assured Business Solutions, which operates as Assured Bookkeeping and Tax Service from its headquarters at 2850 W Parker Road in Plano. The firm has served small businesses and individuals since 2005 and also has offices in Garland and Flower Mound, with a fourth location in Gaithersburg, Maryland.
The core offering is outsourced bookkeeping in QuickBooks: monthly profit and loss statements, bank reconciliations, and accounts payable and receivable. Around that sit payroll processing with tax filings, direct deposit and year-end W-2s; business tax preparation for LLCs, S corporations, C corporations and partnerships; individual returns including multi-state and self-employed filings; and tax advisory on entity structure and planning. An Enrolled Agent handles tax resolution for clients facing IRS letters, back taxes, liens or levies, and the firm is an IRS Acceptance Agent for ITIN applications.
New clients begin with a free 30-minute consultation, then receive a custom flat-fee monthly proposal. Onboarding, which includes QuickBooks setup, bank syncing and cleanup of past records, typically takes about two weeks. After that, work runs on a monthly cycle with quarterly check-ins and year-end filing, with direct access to an accountant.
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
Who should call
A small business owner, contractor, restaurant operator, real estate investor or professional practice whose books are behind, whose tax deadlines keep arriving unprepared, or who is still doing payroll by hand. Also an individual with multi-state or self-employment income, or anyone who has received an IRS notice and wants someone licensed to deal with the IRS for them.
Guide by Monis
Your books are months behind and a tax deadline is coming: how to catch up without panic
8 min read. What is happening, what you can check yourself, and when to call.
Read the guideQuestions 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
CompanyAssured Business Solutions
Phone972-242-5700
Websiteassuredbats.com
Office2850 West Parker Road, Plano, TX 75075
HoursMon–Fri 9–5 CT
GoogleBusiness listing
Email is routed through the referral form so the chapter can record the introduction.
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