Tax-Ready Books
Tax-Ready Books for Your CPA
Tax season shouldn’t mean a shoebox of receipts and a week of back-and-forth with your accountant. I make sure your books are categorized, reconciled and ready to hand off, so your CPA can focus on your taxes, not on fixing your books.
What "Tax-Ready" Means
- Every account reconciled through December 31
- Income and expenses in the right categories, including meals, vehicles, equipment and owner draws
- Payroll, sales tax and loan payments recorded correctly
- 1099 contractors identified and totals ready for filing
- A year-end package for your CPA: P&L, Balance Sheet, general ledger and reconciliation reports
- I answer your CPA’s questions directly during tax season
How I Work With Your CPA
I handle the bookkeeping side and your CPA handles the tax return. I don’t prepare or file returns, so there’s no overlap and nothing falls through the cracks. CPAs appreciate getting clean books, and clients often see a smaller tax-prep bill because their accountant spends less time cleaning up.
Behind for This Tax Year?
Start with a QuickBooks cleanup and catch-up. I’ll get last year’s books tax-ready, then keep you current with monthly bookkeeping so next year is easy.
Frequently Asked Questions
When should I reach out before tax season?
Anytime. More lead time always helps, but the real goal is getting your books done in time to file without late fees or penalties. Wherever you are in the process, reach out and I’ll do my best to have your books ready before your deadline.
Do you file taxes?
No. I prepare tax-ready books and work with your CPA, who prepares and files the return. Don’t have a CPA? I work with many CPAs and can match you with one who fits your business and puts your needs first.
Get your books tax-ready, or call (408) 212-0131.
Free Consultation
Get Tax-Ready
Tell me where your books stand and your filing deadline, and I’ll give you a plan to get there.