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← Back to Bookkeepers in the Des Moines-West Des Moines Area, IA Compared (2026)Fundamentax Financial Services, LLC
What we could verify
- Registered business?
- Registration found: Iowa Secretary of State, status Active (DOMESTIC LIMITED LIABILITY COMPANY; Iowa active entities file, 2026-09 download), formed 2014
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 2 of 5 core services; publishes prices; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Fundamentax Financial Services, LLC | home page | |
| Website | https://fundamentax.com/ | home page | |
| Office locality | Des Moines, IA | home page | |
| Phone | +15157791110 | home page | |
| Offers bookkeeping | Documented: ...on approach, we can successfully guide you to your financial goals. WE SPECIALIZE IN Bookkeeping & Write-ups Tax Planning & Preparation Financial Reviews & Planning Business... | home page | |
| Payroll coordination | Documented: Bookkeeping & Payroll Services | Des Moines, Ames and Marshalltown Accounting Service, Tax Service and IRS... | /bookkeeping-payroll-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Financial Services, LLC is here to help the businesses of Ames with: Creating a balance sheet - if you want to know the financial state of your business at a certain period; we can... | /bookkeeping-payroll-services/business-accountin | 6 pts (max 6) |
| Software supported | QuickBooks | /bookkeeping-payroll-services/new-business-forma | 5 pts (max 5) |
| Pricing approach published | Publishes prices: "$75/ month" | home page | 6 pts (max 6) |
| Entity found in the state business registry | Business registration found: FUNDAMENTAX FINANCIAL SERVICES, LLC · IA corp no. 479691 · Iowa Secretary of State · Active (DOMESTIC LIMITED LIABILITY COMPANY; Iowa active entities file, 2026-09 download) | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2014-05-27 (effective date of an Iowa-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Iowa Accountancy Examining Board license search and business registry search.
- Entity found in the state business registry: Business registration found: Iowa Secretary of State active business entities (Iowa Data Hub dataset 554) lists FUNDAMENTAX FINANCIAL SERVICES, LLC (IA corp no. 479691), status Active (DOMESTIC LIMITED LIABILITY COMPANY; Iowa active entities file, 2026-09 download), checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2014-05-27 as the effective date of an Iowa-formed entity.
Data limitations
- 20 of 22 evidenced items come from Fundamentax Financial Services, LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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