Updated:
← Back to Top 8 Bookkeepers in the Ocala Area, FL (2026)Taxes Untangled, Inc
What we could verify
- Registered business?
- Registration found: Florida Division of Corporations, status Active (Sunbiz quarterly file of 2026-07-10), formed 2016
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 1 of 5 core services; 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 | Taxes Untangled, Inc | home page | |
| Website | https://taxesuntangled.com/ | home page | |
| Office locality | Ocala, FL | home page | |
| Phone | +13525478445 | home page | |
| Offers bookkeeping | Documented: Taxes Untangled Inc - Ocala's Bookkeeping & Tax Experts Close (352) 547-8445 [email] Client Login Taxes Untangled... | home page | |
| Monthly bookkeeping | Documented: ...staying organized month to month, we're here to make it easier. Our services include: Monthly bookkeeping and advisory support Cleanups, catch-ups, and QuickBooks consulting Tax... | home page | 8 pts (max 8) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services/cloud-accounting | 3 pts (max 3) |
| What is included / excluded | Documented: ...want help staying organized month to month, we're here to make it easier. Our services include: Monthly bookkeeping and advisory support Cleanups, catch-ups, and QuickBooks... | home page | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...get consistent, ongoing support without worrying about surprise hourly charges. From monthly reports to QuickBooks maintenance, everything we do is designed to make your finances... | /services/bookkeeping | 4 pts (max 4) |
| Named contact / team | Beth Davies, CPA | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: TAXES UNTANGLED, INC. · FL document no. P16000085723 · Florida Division of Corporations · Active (Sunbiz quarterly file of 2026-07-10) | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2016-10-21 (file date of the formation filing of a Florida-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| 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 | /firm-background/privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
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).
Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Florida Division of Corporations (Sunbiz) corporate data file lists TAXES UNTANGLED, INC. (FL document no. P16000085723), status Active (Sunbiz quarterly file of 2026-07-10), checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2016-10-21 as the file date of the formation filing of a Florida-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Taxes Untangled, Inc's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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