Business Details
9 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Erby and Associates is a dedicated accounting and tax service firm with over two decades of combined expertise in financial solutions. Founded in 2017, our team is led by Mitchell Erby, a seasoned professional with 30 years of experience in accounting and tax advisory. We specialize in providing personalized, on-site services for small businesses, eliminating the need for clients to visit our office. Our comprehensive offerings include audit assistance, ID theft restoration, bookkeeping, and tailored tax planning strategies.We utilize industry-leading software such as QuickBooks and Sage to ensure precision in financial reporting. Committed to integrity and client satisfaction, we are affiliated with the National Society of Accountants, AICPA, and other professional organizations. Our mission is to deliver affordable, reliable services that simplify financial management for businesses of all sizes. By focusing on proactive problem-solving and long-term client relationships, we aim to be a trusted partner in our clients' financial success.
Services
Accounting Services
Bookkeeping Services
Tax Preparation
Audit Assistance
ID Theft Restoration
Details
- Year established: 2017
Highlights and features
- We have over 30 years of combined experience in accounting and tax services.
- Our team provides on-site appointments for client convenience.
- We offer Professional Audit Assistance and ID Theft Restoration Services.
- Our fees are competitive while maintaining high service quality.
- We work with diverse accounting software including QuickBooks and Sage.
Associations and certifications
- National Society of Accountants
- AICPA
- National Society of Tax Professionals
Services
Accounting Services
We provide comprehensive accounting services including cash and check disbursement tracking, financial statement preparation, and workflow organization. Our team handles bank reconciliations, accounts receivable/payable, and special reports for financing needs. With expertise in software like QuickBooks and Sage, we ensure accurate, timely financial management tailored to small businesses.
Bookkeeping Services
Our bookkeeping services include monthly financial reporting, payroll data posting, budget reporting, and accounts receivable management. We specialize in reducing overhead costs by handling administrative duties, minimizing errors, and delivering year-end financial statements ready for tax preparation. This eliminates costly cleanups and allows business owners to focus on growth.
Tax Preparation
We prepare individual and business tax returns with expertise in corporate, partnership, estate, and gift taxes. Our services include audit assistance, ID theft restoration, and compliance with new tax legislation like the 20% Qualified Business Income deduction. We offer pickup and delivery of filed returns, ensuring clients understand their tax liabilities and optimal filing strategies.
Audit Assistance
Our audit assistance service provides expert representation during IRS or state audits. We guide clients through the process, review documentation, and develop action plans to resolve issues. This service is available as an add-on with tax filings, offering three years of coverage for a nominal charge to protect against audit-related stress and complications.
ID Theft Restoration
We offer ID theft restoration services to recover stolen identities and resolve fraudulent tax filings. This includes coordinating with tax agencies, submitting corrected documents, and implementing preventive measures. Available as part of our audit assistance package, this service provides peace of mind against identity fraud during tax season.
People
Mitchell Erby
President and CEO
Mitchell Erby brings over 30 years of accounting and tax expertise to Erby and Associates. He specializes in small business financial solutions, offering on-site consultations and personalized service. His leadership focuses on integrity, affordability, and leveraging technology to streamline accounting processes for clients.
Questions
What accounting software do you work with?
We work with QuickBooks, Great Plains, Sage, and other industry-standard accounting software to meet diverse client needs.
Do you offer on-site services?
Yes, we provide on-site appointments at your business location for bookkeeping, accounting, and tax consultations.
What is included in your audit assistance service?
Our audit assistance includes representation, document review, and action plans to resolve IRS or state audit issues for three years.
How do you handle year-end tax preparation?
We prepare complete financial statements and organize records to streamline tax filing without costly cleanups.
Do you offer ID theft protection services?
Yes, we provide ID theft restoration services as part of our audit assistance package for added client security.
