Real tax professionals handle your case, using technology only where it improves accuracy, efficiency, and compliance.
Human-led services
Technology-enhanced
All 50 States
"Switched from a big firm and saved $18K in year one. Pegasus actually knows my business."
M
Marcus D. — E-commerce CEO · ★★★★★
98%★★★★★Client satisfaction rate
500+Businesses Served
$12M+In Tax Savings Delivered
98%Client Satisfaction Rate
15+Years Combined Expertise
🔒
256-bit SSL Encryption
🛡️
SOC 2 Compliant Storage
🏆
BBB Accredited Business
🔐
Bank-Level Data Security
We work with tons of apps… Here are a few!
a2X
ramp
bluevine®
xeroxero
INTUITquickbooks
ADP
gusto
Square
bill.com
amazon
shopify
stripe
a2X
ramp
bluevine®
WHY PEGASUS
Why Businesses Choose Pegasus
Get clear, professional tax guidance without black-box automation.
👤
Human-first approach
Every engagement is led by a tax professional — not automated software.
⚡
Technology where it helps
We use software and automation selectively to improve accuracy and speed.
💬
Professional transparency
Clear output, clear communication, no exaggerated claims.
🔒
Secure Cloud Systems
Bank-level encryption and modern cloud tools keep your data safe.
⭐4.9/5 on Google
🏅Top-Rated on Clutch
📊QuickBooks ProAdvisor
OUR SERVICES
Everything Your Business Needs
📊
Bookkeeping
Clean books, clear reports, zero stress. Monthly bookkeeping that keeps you in control of your finances.
Learn More →
🧾
Tax Preparation
Strategic tax filing for businesses. We minimize your liability and maximize your return.
Learn More →
📈
CFO Advisory
Fractional CFO services to guide your strategy, cash flow, and growth trajectory.
Learn More →
👥
Payroll & HR
Full-service payroll processing, HR compliance, and benefits administration for your team.
Learn More →
🛡️
Audit Defence
Facing an IRS or state audit? We connect you with trusted, vetted specialists who handle it — fast and at no referral cost.
Learn More →
📊
Business Intelligence
Real-time dashboards, accounting software integration, and financial data insights that turn your numbers into decisions.
Learn More →
TAX ESTIMATE CALCULATOR
Estimate Your Business Taxes
Use the calculator below to estimate your potential tax liability based on revenue, expenses, and business structure.
$100,000
$0$1,000,000
$20,000
$0$800,000
📊Estimated Rate: 30%
Estimated Profit
$80,000
Business Structure
Sole Proprietor
Estimated Annual Tax
$24,000
This estimate is based on a simplified effective tax rate and is designed for planning purposes only.
Actual tax liability may vary based on deductions, entity elections, state taxes, credits, payroll setup, and other business-specific factors.
THE PEGASUS DIFFERENCE
Technology Supported. Human Delivered.
We believe tax services should feel like working with a trusted advisor, not interacting with a software dashboard.
Tax professional leads every engagement
Proactive communication, not just monthly reports
Strategy sessions tailored to your goals
Plain-English explanations, no jargon
15+Years combined expert service
CLIENT STORIES
Trusted By Growing Businesses
★★★★★
"Pegasus completely transformed how I understand my business finances. For the first time, I actually look forward to my monthly reports."
S
Sarah M.E-commerce Founder
★★★★★
"Their CFO advisory alone saved me more than $40K in taxes last year. Worth every penny and then some."
J
James T.Real Estate Investor
★★★★★
"The team is incredibly responsive. I can reach them anytime and get a real answer, not an auto-reply."
P
Priya K.Agency Owner
4.9
★★★★★
142 Google Reviews
4.8
★★★★★
89 Clutch Reviews
5.0
★★★★★
61 Trustpilot Reviews
🔒
SOC 2 Compliant
🛡️
BBB Accredited
📊
QB ProAdvisor
🌐
All 50 States
Get clear, professional tax guidance without black-box automation.
Your first consultation is free. Talk to a tax professional today.
ABOUT US
We Built Pegasus to Be Different
We started Pegasus because we were frustrated with accounting firms that treated clients like ticket numbers. We wanted to build something better.
"Finally a firm that treats me like a business partner, not just an account number."
L
Laura K. — Startup Founder · ★★★★★
500+Happy Clients
15+Years of Expertise
50States Covered
4.9★Average Client Rating
OUR STORY
Built by Business Owners, for Business Owners
Pegasus Taxes LLC was founded with one belief: that every business owner deserves access to the kind of financial expertise that was previously only available to large corporations.
We combine the warmth of a boutique advisory firm with the systems and technology of a modern fintech company. The result is an experience that's both exceptionally personal and incredibly efficient.
Our Values
🛡️
Human First
Every client gets a dedicated accountant who knows their name and their business.
⚡
Proactively Smart
We don't just record what happened — we look ahead and prevent problems before they arise.
⭐
Uncompromising Accuracy
We maintain the highest standards of precision in everything we produce.
🔒SOC 2 Compliant
🛡️BBB Accredited
WHAT CLIENTS SAY
Real Stories, Real Results
★★★★★
"Pegasus saved our startup $26K in its first tax year. Their team understood our equity structure on day one."
A
Alex R.SaaS Founder
★★★★★
"After three bad experiences with other firms, Pegasus restored my faith. They're responsive, thorough, and actually care."
N
Nina T.Agency Owner
★★★★★
"The CFO advisory paid for itself in two months. Clear forecasts, no surprises, total confidence."
R
Robert W.Real Estate Investor
Ready to Work Together?
Book a free consultation and meet your dedicated accountant.
INDUSTRIES
Industry-Specific Accounting
We don't do generic. Every industry has unique accounting needs — and we know yours.
500+ businesses served across 7+ industries
All 50 states covered
Healthcare & Trades specialists
4.9★ average rating
🛒
E-Commerce
From inventory tracking to multi-platform sales reconciliation, we understand the unique financial complexity of online retail.
Multi-channel revenue reconciliation
Inventory & COGS accounting
Sales tax nexus management
🏘️
Real Estate
Property investors, developers, and agents need specialized accounting. We track depreciation and optimize your tax position.
Depreciation & cost segregation
Entity structuring
Investor reporting
💼
Consultants
Solo consultants and boutique firms need clean books that reflect their value. We handle invoicing, expense management, and quarterly planning.
Project-based billing support
Business expense optimization
Self-employment tax planning
🚀
Startups
Early-stage companies need clean books for investors and a clear view of burn rate. We set up your financial systems from day one.
Investor-ready financials
Burn rate & runway tracking
R&D credit optimization
🎨
Agencies
Marketing, design, and creative agencies face unique cash flow challenges. We help manage retainer income, project costs, and compensation.
Retainer & project revenue tracking
Contractor & payroll management
Profitability by client
🏥
Healthcare & Medical
Medical practices, clinics, and health service providers need accounting that understands insurance billing cycles, HIPAA-sensitive workflows, and complex payroll structures.
Insurance reimbursement reconciliation
Provider payroll & contractor management
Practice profitability reporting
🔧
Handyman & Trades
Contractors, handymen, plumbers, electricians, and trade professionals deserve clean books too. We simplify job costing, equipment depreciation, and seasonal cash flow.
Job costing & project profitability
Equipment & vehicle depreciation
Seasonal cash flow management
Don't See Your Industry?
We work with businesses across dozens of sectors. Let's talk.
12+Industries Served
500+Business Clients Nationwide
50States Covered
4.9★Average Client Rating
INDUSTRY RESULTS
Clients Across Every Sector
★★★★★
"Pegasus handles our Amazon and Shopify sales reconciliation flawlessly. Multi-channel complexity is their specialty."
J
Jake F.E-Commerce Store Owner
★★★★★
"Their real estate tax knowledge saved me $31K in depreciation I'd been missing for three years straight."
M
Maria S.Real Estate Investor
★★★★★
"As a consultant I needed clean books fast for a client audit. Pegasus delivered in 48 hours. Incredible."
B
Ben A.Independent Consultant
★★★★★
"Managing insurance billing and payroll used to eat my weekends. Pegasus took all of it off my plate — I just practice medicine now."
D
Dr. Diana M.Medical Practice Owner
★★★★★
"I run a 6-man crew and had no idea what my jobs were actually making. Pegasus set up job costing and I immediately saw where I was losing money."
T
Tony R.General Contractor
🛒E-Commerce Specialists
🏘️Real Estate Experts
🚀Startup-Ready
🎨Agency Pros
💼Consultant Friendly
🏥Healthcare Specialists
🔧Trades & Contractors
PRICING
Simple and transparent pricing
For modern businesses. Choose only the services you need.
💸30-Day Money-Back Guarantee
🤝No Long-Term Contracts
📞Free Consultation Included
⭐4.9/5 Stars — 290+ Reviews
Essentials
$99/ month
AI-assisted bookkeeping for small businesses and freelancers.
✓AI-assisted bookkeeping
✓Bank integrations
✓Financial reports
✓Messaging support
Most Popular
Core
$249/ month
Dedicated accountant with full monthly reconciliation.
Monthly business expenses
$500
$0$120k+
Estimated: $249 / month
✓Dedicated accountant
✓Monthly reconciliation
✓Phone & email support
✓Custom chart of accounts
Custom
Contact Sales
For complex companies with high transaction volume.
✓Everything in Core
✓Multi-entity support
✓Dedicated team
✓Priority support
Starter
$750/ year
Essential tax filing for small businesses and freelancers.
✓Federal tax return
✓One state filing
✓Tax professional review
✓E-filing included
Most Popular
Growth
$1,450/ year
Comprehensive tax filing with advisory for growing businesses.
✓Federal tax return
✓Multi-state filing
✓Tax advisory sessions
✓Quarterly estimates
Enterprise
$3,400/ year
Complex filings with advanced tax planning and support.
✓Complex entity returns
✓Advanced tax strategy
✓Multi-state & international
✓IRS representation
Basic CFO
$1,750/ month
Essential financial leadership for early-stage businesses.
✓Financial reporting
✓Strategic guidance
✓Monthly advisory calls
✓Cash flow forecasting
Most Popular
Growth CFO
$3,150/ month
Advanced financial leadership for scaling companies.
✓Financial modeling
✓Investor reporting
✓KPI development
✓Tax strategy included
Enterprise CFO
$5,250+/ month
Full-service CFO engagement for complex organizations.
✓Board reporting
✓Fundraising support
✓M&A advisory
✓Dedicated CFO team
Operations Starter
$500/ month
Essential operational support for small businesses.
✓Payroll support
✓Vendor payments
✓Basic process setup
✓Monthly check-ins
Most Popular
Operations Growth
$1,200/ month
Comprehensive operations management for growing teams.
✓Financial operations
✓Process automation
✓Vendor management
✓HR admin support
Operations Enterprise
Custom
Full operational management tailored to your needs.
✓Full operational management
✓Dedicated ops team
✓Custom integrations
✓Priority support
Talk to an accountant
We'll review your business and recommend the best plan.
🔒No contracts — cancel anytime
💸30-day money-back guarantee
🤝Dedicated accountant from day one
4.9
★★★★★
142 Google Reviews
4.8
★★★★★
89 Clutch Reviews
5.0
★★★★★
61 Trustpilot Reviews
CONTACT
Speak With a Real Tax Professional
No robots. No hold music. Just a real conversation with someone who can actually help.
✓Free 20-min consultation
✓Response within 24 hours
✓No obligation
4.9★ average across 290+ reviews
BBB Accredited — A+ Rating
256-bit SSL encrypted
Send Us a Message
✅ Message sent! We’ll get back to you within 24 hours.
⚠️ Something went wrong. Please try again or email us directly.
We respond within 24 hours.
Real people, real answers — no ticket system, no hold queue.
🕐
24-Hour Response
We guarantee a response within 24 hours on business days. Most messages are answered same day.
📞
Direct Access
Your dedicated tax professional's direct contact — no ticket system, no hold queue.
🎁
Free Consultation
Book a free 20-minute call to discuss your needs before committing to anything.
Prefer to go straight to booking? Skip the form and schedule directly.
🔒 Your information is safe with us
🛡️256-bit SSL encryption on all data
🔐SOC 2 compliant data storage
🏆BBB Accredited Business — A+ Rating
⭐4.9/5 stars across 290+ reviews
No obligation consultation
Response within 24 hours
Cancel anytime
30-day money-back guarantee
BOOKKEEPING
Monthly Bookkeeping Services
Clean books, clear reports, zero stress. Your dedicated tax professional handles everything so you can focus on running your business.
"My books have never been cleaner. I can finally see exactly where my money goes."
C
Christine B. — Retail Owner · ★★★★★
QuickBooks ProAdvisor Certified
Xero Certified Advisor
256-bit SSL encrypted
Reports by the 15th every month
Cancel anytime
What's Included
📖
Transaction Management
Every transaction categorized and reconciled accurately.
🔄
Bank Reconciliation
Monthly reconciliation across all accounts to catch errors.
📊
Financial Reporting
P&L, balance sheets, and cash flow statements every month.
🔗
Software Integration
We work with QuickBooks, Xero, and your existing tools.
📊QuickBooks ProAdvisor
✅Xero Certified
🔒Bank-Level Security
⭐4.9/5 Stars
How It Works
01
Onboarding & Setup
We connect your accounts and set up your chart of accounts. Usually takes 1–2 days.
02
Monthly Processing
We handle everything — categorizing, reconciling, and preparing your financial statements.
03
Review & Deliver
Clean reports delivered by the 15th of each month with a brief summary.
Ready for Stress-Free Bookkeeping?
Schedule a free consultation and get started in under 48 hours.
💸30-Day Money-Back Guarantee
🤝No Long-Term Contracts
🕐Get Started in 48 Hours
TAX PREPARATION
Business Tax Preparation Services
Strategic tax filing that minimizes your liability and keeps you fully compliant. We stay ahead of the law so you always have the advantage.
"Saved $22K in the first year alone. Pegasus found deductions my old CPA missed for years."
T
Tom H. — E-commerce Owner · ★★★★★
All 50 states covered
100% accuracy guarantee
IRS audit support included
What's Included
📄
Business Tax Filing
Accurate, on-time filing for S-Corps, LLCs, partnerships, and sole proprietorships.
📉
Tax Minimization
We proactively identify deductions and credits specific to your industry.
📅
Quarterly Estimates
Never overpay or underpay. Precise quarterly payments every time.
📍
State & Local Taxes
Multi-state filing and sales tax compliance handled with precision.
🛡️Audit Support
✅100% Accuracy Guarantee
Our Process
01
Document Collection
We send a custom checklist and securely collect everything needed.
02
Preparation & Review
Our tax team prepares your return and reviews it for every savings opportunity.
03
File & Confirm
We file electronically, confirm acceptance, and archive everything for your records.
Stop Overpaying on Taxes
Book a free consultation to discover what you've been leaving on the table.
✅100% Accuracy Guarantee
🛡️IRS Audit Support
💸Max Deductions Found
CFO ADVISORY
Virtual CFO Advisory Services
Enterprise-level financial leadership at a fraction of the cost. Get a dedicated CFO-level advisor who knows your business.
"Our Pegasus CFO spotted $60K in wasted spend in the first month. Unbelievable ROI."
D
David L. — SaaS Founder · ★★★★★
CPA & MBA-certified advisors
Avg. client saves $45K/year
Onboarded in under 1 week
No long-term contracts
Direct advisor access 5 days/week
$45KAvg. Annual Savings Per Client
3×Average ROI on Advisory Fees
200+CFO Engagements Completed
4.9★Average Client Rating
What's Included
💵
Cash Flow Management
Forecast your cash position weeks ahead and never be caught off guard.
🎯
Financial Strategy
Monthly strategic reviews that align your financial data with your business goals.
📐
KPI Development
We define and track the metrics that actually matter for your business.
📊
Tax Strategy
Year-round planning to structure your business for maximum efficiency.
📜CPA & MBA Certified
🔒NDA Protected
⭐4.9/5 Stars
🤝No Lock-in Contracts
CLIENT RESULTS
What CFO Clients Are Saying
★★★★★
"Our Pegasus CFO built us a 12-month cash flow model that helped us close a $500K investment round."
K
Kevin M.Startup CEO
★★★★★
"Finally someone who speaks both numbers and strategy. Our margins improved 18% in 6 months."
S
Sandra P.Agency Owner
★★★★★
"Worth 10x the fee. I now have complete clarity on where my business is heading financially."
G
Greg T.E-commerce Founder
How It Works
01
Discovery & Assessment
We analyze your current financial position and define what success looks like.
02
Strategic Planning
Together we build a financial roadmap with clear targets for the next 12 months.
03
Ongoing Advisory
Monthly calls, real-time advisor access, and proactive guidance as your business evolves.
Ready for Strategic Financial Leadership?
Talk to an advisor today and see what's possible for your business.
💸30-Day Money-Back Guarantee
🤝Cancel Anytime
📞Direct Advisor Access
PAYROLL & HR
Simple Payroll & HR for Your Workplace.
We handle setup, run payroll, keep you in compliance, and integrate benefits for your employees — so you can focus on growing your business.
"Pegasus set up our payroll in under a week. Zero stress, total compliance."
A
Amanda R. — Agency Owner · ★★★★★
Setup in under 2 weeks
Gusto & ADP integrated
All 50 states compliant
Direct deposit included
W-2s & 1099s handled
TRUSTED PARTNERS
Powered by Industry-Leading Platforms
gusto
ADP
HOW IT WORKS
Up and Running in 3 Simple Steps
⚡
Quick Setup
Leave it to our experts. We'll get you ready to start running payroll in no time — usually under two weeks.
🔗
Connect Your Books
We integrate your payroll and bookkeeping so you can analyze everything in one place, with no double entry.
🏗️
All-in-One Platform
Benefits, workers comp, federal and state compliance — what a headache! Don't worry, we handle all of this for you.
FEATURES
Everything Included
✓Full-Service Filings
✓Medical Benefits Administration
✓HR Compliance Support
✓Department Mapping
✓Direct Deposit, W-2s and 1099s
✓PTO and Time Tracking
✓Workers Comp Insurance
✓State & Federal Compliance
🛡️SOC 2 Compliant
🔒Bank-Level Security
⭐4.9/5 Stars
🤝Cancel Anytime
FAQ
Payroll & HR FAQs
How long is setup, what's involved?
Getting started with payroll typically takes under two weeks. We handle all the setup, registrations, and employee onboarding.
How much does payroll cost?
We have payroll solutions starting at $45 per month. Pricing scales with your team size and the features you need.
Can you help me with registrations?
Yes! We can ensure you are properly registered in every state where you have employees and fully in compliance.
Do you handle contractor payments?
Absolutely. We manage both W-2 employees and 1099 contractors, including year-end filing for all payment types.
CLIENT STORIES
Trusted by Businesses Nationwide
★★★★★
"Pegasus handles our entire payroll. Setup was fast, and our employees love the direct deposit reliability."
E
Elena M.Retail Business Owner
★★★★★
"They integrated payroll with our QuickBooks seamlessly. No more double entry or reconciliation nightmares."
W
William S.Restaurant Owner
★★★★★
"Workers comp and benefits were such a headache before Pegasus. Now everything is handled automatically."
F
Fatima H.Agency Founder
Ready to Simplify Your Payroll?
Book a free consultation and get your first payroll run set up in under 2 weeks.
💸Starting at $45/month
⚡Setup in Under 2 Weeks
🤝No Long-Term Contracts
AUDIT DEFENCE
Facing an Audit? We'll Connect You with the Right Expert.
An IRS or state audit can feel overwhelming. We don't handle audit defence ourselves — but we connect you with trusted, vetted professionals who specialise in exactly this. Fast, simple, and at no extra cost to you.
"Pegasus connected me with a specialist within a day. The whole audit was resolved without me lifting a finger."
R
Richard P. — Real Estate Investor · ★★★★★
Vetted audit specialists
IRS & all 50 states covered
No referral fee to you
Fast warm introductions
We stay involved throughout
OUR APPROACH
We Know Our Lane — and That's a Good Thing
Audit defence requires a specific type of licensed professional — an Enrolled Agent, tax attorney, or audit specialist. Rather than offer you a watered-down service, we connect you directly with experts we trust, so your case is handled by the best person for the job.
🤝
Trusted Network
We've built relationships with vetted audit professionals who have a proven track record resolving IRS and state audit cases.
⚡
Fast Introductions
Tell us about your situation and we'll match you with the right specialist — usually within one business day.
🔄
We Stay in the Loop
We don't just hand you off and disappear. We stay connected and coordinate with your specialist to keep your books aligned throughout.
💰
No Extra Cost to You
Our referral is completely free. You pay the specialist directly — we just make sure you're in the right hands.
HOW IT WORKS
From Audit Notice to Expert Help in 3 Steps
01
Tell Us What's Happening
Reach out via our contact form or give us a call. Share your audit notice details and we'll assess what type of specialist you need.
02
We Match You with a Specialist
Based on your audit type — IRS correspondence, office audit, state tax, or appeals — we connect you with the right vetted professional from our network.
03
Your Expert Takes It From There
Your assigned specialist handles everything: notices, documentation, representation, and negotiations. We stay available to support from the bookkeeping side.
WHAT'S COVERED
Specialists for Every Audit Type
✓IRS Correspondence Audits
✓IRS Office & Field Audits
✓State Income Tax Audits
✓Sales Tax Audits
✓Payroll Tax Audits
✓IRS Appeals
✓Penalty Abatement Cases
✓Back Tax & Unfiled Return Issues
FAQ
Common Questions
Why don't you handle audit defence yourself?
Audit representation requires specific licensing and expertise. We believe in doing what we do best — and connecting you with specialists who do the same.
How quickly can you make the connection?
In most cases, we'll have you speaking with a specialist within one business day of contacting us.
Is there a fee for the referral?
No. Connecting you with the right expert is part of how we take care of our clients. There's no referral fee charged to you.
Will Pegasus still be involved during the audit?
Yes. We stay available to your specialist for any bookkeeping records, financial documentation, or reporting they need during the process.
Received an Audit Notice? Don't Wait.
Reach out now and we'll connect you with a trusted audit specialist — fast, free, and with your best interests in mind.
🤝Vetted Specialists Only
⚡Connected Within 1 Business Day
💰No Referral Fee
BUSINESS INTELLIGENCE
Accounting Software & Business Intelligence: Your Financial Command Center.
Stop guessing. Start seeing. We set up, integrate, and manage the accounting software and BI dashboards that give you real-time visibility into every corner of your finances.
"Finally I can see my business in real time. Pegasus set everything up and now I know exactly where I stand every single day."
S
Sarah K. — SaaS Founder · ★★★★★
QuickBooks & Xero certified
Custom dashboard setup
Real-time financial data
Multi-platform integrations
Ongoing support included
WHAT'S INCLUDED
Comprehensive Accounting Technology Solutions
📦
Software Setup & Migration
Full onboarding onto QuickBooks, Xero, or your preferred platform — including chart of accounts, data migration, and team training.
📊
Custom BI Dashboards
We build dashboards tailored to your KPIs — revenue, expenses, cash flow, margins, and more — updated in real time.
🔗
Multi-Platform Integrations
Connect Shopify, Stripe, Amazon, Square, Bill.com, Ramp, and more to your accounting stack — automatically.
📈
Financial Reporting & Analytics
Monthly P&L, balance sheet, cash flow statements, and custom reports delivered on time, every time.
🤖
AI Bookkeeping Automation
Automated transaction categorisation, anomaly detection, and smart reconciliation — reducing manual work and errors.
🔒
Data Security & Access Controls
Role-based permissions, encrypted data handling, and regular backups so your financial data stays safe.
THE REAL PROBLEM
The Hidden Costs of AI Bookkeeping Done Wrong
Most businesses overpay for disconnected tools, waste hours on manual data entry, and make decisions based on outdated reports. The right technology stack — set up correctly — eliminates all of that.
73%
of SMBs use at least 3 disconnected finance tools
8 hrs
lost per week on average to manual financial tasks
$47k
avg cost of a financial data error for a small business
2.4×
faster growth for businesses using real-time financial dashboards
WHY PEGASUS
Why Choose Our Accounting Technology Service?
We don't just hand you software and walk away. We integrate it into your workflow, train your team, build your dashboards, and stay on as your financial technology partner month after month.
✓
Certified on all major platforms — QuickBooks, Xero, Bill.com, Gusto and more
✓
Custom dashboard builds — not generic templates, built around your actual KPIs
✓
Ongoing management — we don't disappear after setup; we own the stack with you
✓
Scales with you — from startup to enterprise, the stack grows as your business does
PLATFORMS & INTEGRATIONS
BI Accounting Software and More
We work with the tools your business already uses — and connect them into one unified financial picture.
ACCOUNTING
📗QuickBooks Online
📘Xero
📙FreshBooks
📒Wave
PAYMENTS & COMMERCE
💳Stripe
🛒Shopify
📦Amazon
⬛Square
FINANCE OPS
📄Bill.com
💰Ramp
🏦Bluevine
🔁a2X
FAQ
FAQ About Accounting Software & Business Intelligence
Which accounting software do you recommend?▼
It depends on your business size and needs. QuickBooks is great for most SMBs; Xero is excellent for product-based businesses. We'll assess your situation and recommend the best fit during your onboarding call.
Can you migrate us from our current software?▼
Yes. We handle full data migrations — chart of accounts, transaction history, vendor lists, and more — with minimal disruption to your operations.
How long does it take to set up a custom dashboard?▼
Most dashboard setups are completed within 5–10 business days. Complex multi-source dashboards may take up to 3 weeks. You'll have a live preview before we go final.
Does this replace my bookkeeper or accountant?▼
No — it makes them more powerful. BI technology gives your accounting team real-time data to work with, eliminating manual reporting and letting them focus on analysis and strategy.
Ready to See Your Business in Real Time?
Book a free discovery call and we'll show you exactly what a modern financial tech stack looks like for your business.
📊Custom Dashboards
🔗All Major Platforms
🤖AI-Powered Automation
🔒Secure & Encrypted
LEGAL
Privacy Policy
How we collect, use, and protect your information.
🔒
256-bit SSL Encryption
🛡️
SOC 2 Compliant
🔐
Multi-Factor Auth
🏆
CCPA Compliant
📋
We Never Sell Your Data
📅 Effective Date: January 1, 2026
1. Introduction
Pegasus Tax LLC is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our services.
2. Information We Collect
We may collect:
Personal identifiers: Name, email, phone number, mailing address
Business information: Business name, type, revenue range, industry
Financial data: Information necessary to provide bookkeeping, tax, and advisory services
Usage data: IP address, browser type, pages visited
3. How We Use Your Information
We use collected information to provide our services, respond to inquiries, send updates, comply with legal requirements, and improve your experience.
4. Sharing Your Information
We do not sell, trade, or rent your personal information. We may share information with trusted service providers necessary to deliver our services, or when required by law.
5. Data Security
We implement 256-bit SSL encryption, secure cloud storage with access controls, multi-factor authentication, and regular security audits to protect your data.
🔒256-bit SSL
🛡️SOC 2 Compliant
🔐MFA Protected
☁️Encrypted Cloud Storage
6. Your Privacy Rights
You may request access, correction, deletion, or portability of your personal data, and opt out of marketing communications at any time by contacting us.
7. California Privacy Rights (CCPA)
California residents have additional rights under the CCPA. We do not sell personal information.
We use bank-level encryption and never share or sell your information.
LEGAL
Terms of Service
The terms governing use of our professional services.
⚖️
Florida Governed
🏆
BBB Accredited
🤝
No Hidden Fees
💸
30-Day Guarantee
📅 Effective Date: January 1, 2026
1. Agreement to Terms
By using Pegasus Tax LLC services, you agree to be bound by these Terms of Service. If you do not agree, please do not use our services.
2. Description of Services
Pegasus Tax LLC provides bookkeeping, tax preparation, CFO advisory, and COO operational services as defined in individual engagement letters.
3. Client Responsibilities
You agree to provide accurate and timely information, review work product promptly, notify us of material business changes, and respond to communications within reasonable timeframes.
4. Fees and Payment
Monthly fees are billed at the start of each month and due within 15 days. Late payments may incur a 1.5% monthly finance charge. Services may be suspended for accounts more than 30 days past due.
💸No Hidden Fees
🔄Cancel Anytime — 30 Days Notice
✅Transparent Billing
5. Confidentiality
We keep all client information strictly confidential and will not disclose it to third parties without your prior written consent, except as required by law.
6. Limitation of Liability
Our total liability shall not exceed fees paid by you in the three months preceding the event giving rise to the claim.
7. Termination
Either party may terminate with 30 days' written notice. We may terminate immediately for material breach, non-payment, or illegal activity.
8. Governing Law
These Terms are governed by the laws of the State of Florida.