Once a year
Year-end records, ready for your tax preparer
We close out the year, tidy up your records and prepare a package for whoever prepares your tax return, so tax season is calmer for everyone.
What is included
How we help
- Year-end review We look for gaps, odd entries and items to confirm.
- Reconciliations completed All accounts matched through year-end.
- Questions resolved Items we need you to confirm, handled before the deadline.
- Reports for the year Summaries your tax preparer will ask for.
- A package for your preparer Records and reports in an organized form.
- Working with your preparer We can answer their questions about the records.
How it works
What to expect
- Step 1
Start early
We schedule year-end work before the rush.
- Step 2
Close the books
We finish the year and resolve open questions.
- Step 3
Hand over
Your preparer receives organized records.
Questions about this service
Do you prepare my tax return?
This service prepares your records for the person who does. Tax return preparation is separate, and we will tell you whether we offer it or can work with your preparer.
When should we start?
Earlier is better. Ask us before the year ends if you can.
Can you work with my existing tax preparer?
Usually yes. Tell us who it is and we will coordinate with them with your permission.
Want to talk it through?
Book an intro call. It is short, friendly and without obligation.