BM Accounting and Tax, Inc.
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | BM Accounting and Tax, Inc. | home page | |
| Website | https://bmaccountingandtaxinc.com/ | home page | |
| Office locality | Chicago, IL | /contact-me | |
| Phone | +17735716922 | home page | |
| Offers bookkeeping | Documented: QuickBooks Chicago Bookkeeping Services - Accountant CPA QuickBooks Bookkeeping Services Chicago Monthly Bookkeeper... | home page | |
| Monthly bookkeeping | Documented: ...QuickBooks ® Bookkeeping Services Take control of your finances with the convenience of Monthly Bookkeeping. I will meticulously handle your income and expenses, ensuring accurate... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...Loop Downtown Chicago Based Accountant providing Small Business Bookkeeping Set up and Clean up services Individual & Small Business Taxes Navigating tax season is a breeze with my... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...organizing financial data through QuickBooks® Online, tracking expenses, and managing accounts payable and receivable, you can gain valuable insights into your company’s financial... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...or really any accounting issues in general.” Carly “ Leo worked with my organization on payroll and bookkeeping. His professionalism, timeliness and patience are impeccable. I... | home page | 4 pts (max 4) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /bookkeeping-chicago | 3 pts (max 3) |
| Named contact / team | Join Me, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...check. Join Me CPA Accountant located in the vibrant Downtown Loop Chicago area. As a dedicated accountant based in this bustling city, I take immense pride in my work and have a... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched Illinois IDFPR Professional Licensing open data (data.illinois.gov pzzh-kp68) for CPA firm records named 'BM Accounting and Tax, Inc.' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Illinois Department of Financial and Professional Regulation, Division of Professional Regulation license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from BM Accounting and Tax, Inc.'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.