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.
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Assigned Bookkeeper: Partner with a specialist who understands your industry, taking care of all the details.
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Thorough Financial Review: A deep dive into your year-to-date records to spot issues and areas needing attention.
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Expense Sorting: Organizing and categorizing all business expenses for precise tracking.
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Income Verification: Double-checking income entries against bank statements and invoices.
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Reconciliation: Aligning financial statements with your transactions.
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Adjustment Entries: Making necessary adjustments for accurate financial reporting.
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Document Organization: Systematically organizing and easily accessing receipts, invoices, and financial documents.
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Assigned CPA Tax Insights: Understanding potential tax liabilities or refunds based on clean bookkeeping.
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Ongoing Support: Get assistance with any questions or concerns as tax season approaches.
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