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Tax Preparation 

We understand that a year of hectic business operations can sometimes lead to overlooked bookkeeping details. Our specialized cleanup package ensures your books are pristine and primed for a seamless tax preparation process.

  • Assigned Bookkeeper: Partner with a specialist who understands your industry, taking care of all the details.

  • Thorough Financial Review: A deep dive into your year-to-date records to spot issues and areas needing attention.

  • Expense Sorting: Organizing and categorizing all business expenses for precise tracking.

  • Income Verification: Double-checking income entries against bank statements and invoices.

  • Reconciliation: Aligning financial statements with your transactions.

  • Adjustment Entries: Making necessary adjustments for accurate financial reporting.

  • Document Organization: Systematically organizing and easily accessing receipts, invoices, and financial documents.

  • Assigned CPA Tax Insights: Understanding potential tax liabilities or refunds based on clean bookkeeping.

  • Ongoing Support: Get assistance with any questions or concerns as tax season approaches.

Get in Touch

San Antonio, TX 78210

(830) 209-7778

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