Year End Tax Planning Coordination with CPA

Get collaborative help from your accounting team to work with your CPA or Tax Preparer to ensure the books reflect the most deductions and accuracy for peace of mind and compliance. 

In this add-on service, we collaborate with your CPA or Tax Preparer to help get your organizer filled out and data exchanged securely in shared portals so that everything gets to the right place. We may have been collecting many of the items your tax preparer will need, so by getting help from your bookkeeping and accounting team, you and your tax preparer will benefit during the tax prep process. We can also ensure that updates are made to your financials where needed that are aligned with your tax strategy. Don't wait until year end to get help with this add-on service!