Organized reports
Financial statements, the general ledger, reconciliations, and agreed supporting schedules can be prepared for review.
Tax-ready support
Regular reconciliation can make year-end handoff more organized. The package is tailored to the reports and supporting schedules requested by your CPA or tax professional.
What 'tax-ready' actually means
Consistent categorization
Transactions are categorized from the records and business context supplied by the client, with tax treatment left to the tax professional.
Clear responsibilities
Tax estimates, return preparation, filing, and legal tax advice remain with the client and their licensed tax professional unless separately engaged.
Coordinate with your tax professional
With client permission, bookkeeping reports and requested supporting records can be shared with the client's CPA or tax preparer.
What's included
- ✓Year-end close & reconciled trial balance
- ✓CPA-requested package (P&L, balance sheet, and agreed schedules)
- ✓1099 & W-2 support documentation
- ✓Fixed-asset & depreciation schedules
- ✓Direct CPA Q&A throughout filing season
- ✓Tax-professional requests tracked when included
The outcome
An organized bookkeeping handoff that gives your tax professional a clearer starting point for their own review and filing work.
Calculate my estimate
Immediate preliminary range; final pricing follows a scope review.
Common questions
Do you file taxes?+
Tax return preparation is not included unless a written engagement specifically states otherwise and the work is performed by an appropriately qualified professional.
What does the year-end package include?+
Clean P&L and balance sheet, reconciled trial balance, general ledger, fixed-asset schedules, 1099/W-2 support docs, and a summary of anything unusual your CPA should know.
My CPA says my books are a mess. Can you fix that?+
That's our catch-up service. We rebuild the historical books, deliver a clean package for each open year, then keep you tax-ready going forward.
Can you work directly with my CPA?+
With your written permission, communication and document requests can be coordinated as part of the agreed bookkeeping scope.
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See how this service works in your software
Ready to discuss your bookkeeping needs?
Tell us which platform you use, what needs attention, and what records are currently available.