Do you file my taxes?

We don’t prepare or file income tax returns, because we aren’t a US CPA firm. Your CPA does that, using the clean books and year-end package we prepare.

Can you file my 1099s?

Yes. We prepare and e-file your contractors’ 1099s through QuickBooks, and collect W-9s through the year so January is easy.

Do you work with LLCs, S corps and C corps?

Yes. We keep books for LLCs, S corporations, C corporations and sole proprietors. Your CPA advises on structure.

Can you work with my current CPA?

Yes. We agree what they need from us and when, and we deliver it.

Tax-ready books and 1099s, handed to your CPA on time.

We close your year, prepare a clean package for your CPA, and prepare and e-file your contractors’ 1099s through QuickBooks, so tax season is a formality.

Book a free 30-minute call What’s included

We don’t prepare income tax returns: your CPA does. We make their job fast. $30 an hour.

What tax-ready means

Your CPA prepares your tax return. We make sure the books they work from are complete and correct.

No.What owners deal withWhat you get

01 Your CPA sends questions for weeks. Missing details slow down your return and raise the bill. A year-end close with adjustments, and a CPA-ready package: trial balance, reconciliations, fixed assets and 1099 summary.

02 January 1099 scramble. Contractors who need a Form 1099-NEC have to get one, and missing W-9s hold it up. W-9s collected through the year, and 1099s prepared and e-filed through QuickBooks.

03 Sales tax is a mystery. Online sales can create obligations in other states. Sales tax liability tracked by state, for you and your sales tax provider.

04 Books and return don’t agree. Numbers change between the books and the filed return. Coordination with your CPA, so adjustments land in the books too.

05 You don’t have a CPA yet. Finding one in tax season is hard. Introductions to trusted CPAs.

How it works

Free 30-minute callTell us your entity type, your CPA and your deadlines.
Through the yearWe collect W-9s and keep the books clean, so year-end is short.
Year-end closeWe close the year, make adjustments and prepare your CPA package.
1099s and handoffWe prepare and e-file 1099s through QuickBooks and deliver the package to your CPA.

Who does what

We handle

Year-end close and adjustments
CPA-ready financial package
1099 preparation and e-filing through QuickBooks
Sales tax liability tracking
Coordination with your CPA

You or your advisers handle

Federal and state income tax returns, by your CPA
Tax planning and advice, by your CPA
Sales tax registration and filing, by you or your sales tax service

Straight answers

Do you file my taxes?: We don’t prepare or file income tax returns, because we aren’t a US CPA firm. Your CPA does that, using the clean books and year-end package we prepare.
Can you file my 1099s?: Yes. We prepare and e-file your contractors’ 1099s through QuickBooks, and collect W-9s through the year so January is easy.
Do you work with LLCs, S corps and C corps?: Yes. We keep books for LLCs, S corporations, C corporations and sole proprietors. Your CPA advises on structure.
Can you work with my current CPA?: Yes. We agree what they need from us and when, and we deliver it.

Tell us where your books are at.

Which software you use, how far behind you are, what’s bugging you. The first call is 30 minutes, free, and you’ll leave knowing what we’d fix first.

Book a free 30-minute call