Banks & Associates, LLC

03/10/2026

If you suspect your identity has been stolen, don’t worry! Our tax preparation process for clients includes access to comprehensive Identity Theft Restoration services through our partnership with Protection Plus, including fraud alerts, assistance notifying banks and agencies, help interpreting credit reports, credit monitoring after an incident, and more.
Click here to get started! https://banks-assoc.com/contact/

03/03/2026

Through our exclusive partnership with Protection Plus, our clients have access to identity theft restoration services to help you recover your identity, no matter how it was compromised — even if it’s not related to your tax return. Our team of experts works with you to restore your identity and help protect you from future threats.

Contact us today: https://banks-assoc.com/contact/

02/25/2026

We understand that taxes can be stressful, especially when you’re a business owner. That’s why, as part of our financial services for clients, we’ve partnered with Protection Plus to provide extra support this tax year. If you receive a tax notice related to your business return, we’ve got your back! Our team is dedicated to making your life easier and helping oversee the process every step of the way.
Click here to get started: https://banks-assoc.com/contact/

02/20/2026

Received a letter from the IRS or state about your tax return? Don’t worry — send it our way! As part of the tax preparation and oversight we provide to our financial services clients, and through our partnership with Protection Plus, we have access to a department that specializes in resolving tax notices. We’ll ensure that any notice you receive is resolved in an effective and efficient manner. File with confidence!
Contact us today to learn more: https://banks-assoc.com/contact/

02/18/2026

Exciting news! This tax year, we’re proud to extend tax audit defense support to our business return clients through our partnership with Protection Plus. If you receive a tax notice regarding your business return, notify us and we’ll promptly assist in resolving the issue. You can count on us!

Contact us today to learn more: https://banks-assoc.com/contact/

01/01/2026

Happy New Year! Wishing you a year full of new opportunities and continued success in 2026.

12/01/2025

OBBBA Is Complex. Outsourced Finance Firms Make It Simple.

The One Big Beautiful Bill Act (OBBBA) is rewriting the rules across tax, labor, and energy—faster than most in-house finance teams can manage.

Outsourced accounting firms, such as Banks & Associates, powered by Sage Intacct help businesses nationwide turn OBBBA complexity into clarity. With dedicated expertise and scalable technology, you can confidently navigate new regulations, automate reporting, and forecast with accuracy.

OBBBA isn’t a future challenge—it’s your opportunity to build smarter, faster, and stronger.

Download Turn OBBBA Disruption into Your Strategic Advantage: https://banks-assoc.com/the-strategic-advantage/

11/25/2025

Choosing an outsourced accounting firm? If your only questions are about fees and services, you’re missing the real differentiators.

A true outsourced accounting partner should:
✅ Leverage scalable cloud-based technology like Sage Intacct
✅ Offer proactive financial advisory
✅ Understand your industry’s unique pressures

Click here to download our Vendor Evaluation Tip Sheet for the five questions every CFO must askbefore outsourcing: https://banks-assoc.com/the-vendor-vetting-checklist/

11/17/2025

Want to know the true ROI of Microsoft 365 for your business? Message us for a complimentary Microsoft 365 ROI assessment. 365

11/17/2025

When disruption strikes, resilience matters.

By migrating VMware workloads to Azure VMware Solution, the university improved its disaster recovery readiness and gained the flexibility to scale securely and efficiently.

The result: improved resiliency, faster recovery times, and greater operational confidence.

Read the story to see how Azure VMware Solution helped the University of Miami strengthen its IT foundation and prepare for the future.

Organizations in every sector face mounting pressure to maintain uptime and ensure continuity in the face of disruption. This customer story showcases how the University of Miami gained flexibility and disaster recovery resiliency by migrating VMware workloads to Azure VMware Solution. Read the stor...

11/17/2025

OBBBA has changed the game. The new regulations cut across tax, labor, and energy — far too complex for a single in-house finance team to manage.

Outsourced accounting firms, such as ours, backed by Sage Intacct, provide scalable expertise and automation to keep you compliant, informed, and confident.

Compliance doesn’t have to be chaos — make it your advantage. Click here to learn more: https://banks-assoc.com/obbba-compliance-why-in-house-teams-are-overmatched-and-what-to-do-about-it/

11/17/2025

AI is changing the threat landscape — is your security strategy keeping up? Message us to talk about how Banks & Associates can help you plan and deploy a Zero Trust framework that's ready for the future. Security