SERVICES
Tax-ready records and CPA handoff
Give your tax preparer an organized set of records.
Prepare the agreed year-end financial reports and supporting records for your CPA or tax preparer, with unresolved questions clearly identified.
What is included
- Year-end report review for the agreed accounts
- Profit and loss statement and balance sheet
- Supporting bank, loan, payroll, and asset records as agreed
- Contractor record organization where included
- A list of questions and unresolved items
- An organized handoff to your tax professional
How it works
- Gather
Agree the records your preparer needs.
- Review
Check completeness and identify corrections or separate cleanup work.
- Organize
Prepare the agreed reports and supporting records.
- Hand off
Provide the records and questions for the preparer to review.
What to tell me before the call
- The tax year and preparer requirements
- Whether your books are current
- The records and reports already available
Your tax professional determines tax treatment and prepares and files the return. This service covers financial records and the agreed handoff, not tax advice or return preparation.
STARTING PRICE
$400 one-time
Starting price for organizing and reviewing substantially current records for a preparer handoff. Backlog cleanup and extensive corrections are assessed and quoted separately.
Helpful next reading
Read the related bookkeeping guide →
Discuss the right scope
Start with your records and questions. We agree the work and fee before bookkeeping begins.
Book a free consultation