CAS Tax & Accounting Services

CAS Tax & Accounting Services offers tax preparation, financial planning, and accounting services, managed by an enrolled agent. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

It makes the most sense for small and mid-sized companies. Related areas on their profile: Accounting, Bookkeeping and Payroll, Consulting, Financial Services and Professional Services. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

CAS Tax & Accounting Services is based in Loretto, Minnesota. You can read more at castaxmn.com.

Our checklist for this category: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

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