Resources
Helpful tools, forms, and guides exclusively for Mystic Accounting clients.
Client Portals & Shared Documents
Access our secure document drops, fill out your annual PDF tax organizers, and utilize our custom financial calculators. We provide these resources exclusively for Mystic Accounting clients to streamline the reporting process and make collaboration seamless.
Tax Organizer (Individual)
Download our comprehensive individual tax organizer. Complete it before your appointment to ensure we capture every deduction and credit you're entitled to.
Tax Organizer (Business)
Our business tax organizer covers all the information we need to prepare your business returns — income, expenses, payroll, assets, and more.
Secure Document Upload
Use our encrypted portal to securely upload sensitive tax documents, financial statements, and any supporting files your accountant has requested.
Withholding Calculator
Not sure if your withholdings are set correctly? Use our calculator to estimate your federal tax liability and determine the right W-4 allowances.
New Client Intake Form
New to Mystic Accounting? Complete our intake form so we can understand your business, financial goals, and service needs before our first meeting.
IRS Due Date Calendar
Never miss a filing deadline. Download our printable calendar of all major IRS due dates for individuals and businesses throughout the year.
Frequently Asked Questions
Quick answers to common questions about our services and working with Mystic Accounting.
What accounting software do you work with?
We work with all major accounting platforms including QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, and Wave. If you're not currently using any software, we'll recommend and set up the best option for your business.
How much do your services cost?
Our pricing varies based on the complexity and scope of services needed. We offer competitive flat-rate monthly packages for bookkeeping and accounting services, and project-based pricing for tax preparation. Contact us for a free, no-obligation quote.
Do I need to come to your office?
Not at all! While we welcome in-person meetings, many of our clients work with us entirely remotely. We use secure cloud-based tools for document sharing, video meetings, and digital signatures.
What information do I need to provide for tax preparation?
Download our tax organizer (available above) which lists everything we'll need. Generally, you'll need income documents (W-2s, 1099s), deduction records, prior year returns, and identification information.
How do I get started?
Simply fill out our contact form or call us at (850) 706-1040 to schedule a free consultation. We'll discuss your needs, answer your questions, and create a customized service plan for your business.
Do you represent clients in IRS audits?
Yes. If you receive an audit notice from the IRS or state tax authority, our team can represent you throughout the entire process. We'll handle all communications, prepare responses, and attend meetings on your behalf.