No. Filing is handled by a licensed tax preparer or CPA. We provide the reconciled books, schedules and documentation they require.

Can you work with our existing CPA?

Yes, and that is the most common arrangement.

Service

Tax preparation support

Reconciled books, schedules and workpapers so your tax preparer can file quickly and accurately.

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Overview

What tax preparation support covers

We prepare everything a tax preparer needs: a closed year, reconciled balances, fixed asset and depreciation schedules, and organised supporting documents.

We are not a substitute for a licensed tax preparer. We coordinate with yours, or work with the preparer you choose.

Problems this service solves

Scrambling for documents at filing time
Preparer queries that take weeks to answer
Higher preparer fees caused by messy records
Missed deductible costs due to poor categorisation

What you receive

Year-end closed trial balance
Fixed asset and depreciation schedules
1099 vendor data package
Organised supporting document folders
Direct response handling for preparer queries

Benefits

Faster filing
Fewer preparer hours billed
Fewer late surprises

Fit

Who this is for

Businesses whose CPA asks for a year-end file
Companies with several entities or schedules
Owners who dread filing season

Process

How the engagement runs

Discovery
We confirm entity structure, filing deadlines and who is preparing.
Setup
We agree the year-end checklist with your preparer.
Ongoing delivery
We close the year and assemble the workpaper package.
Review
We handle follow-up queries through to filing.

FAQs