It all starts with your accounting. I work with QuickBooks, Xero, and many other accounting software. If you don’t have your accounting done, I will work with businesses to get the accounting done. I have in-house bookkeepers that can get your bookkeeping done.
I will review your financials to ensure your financial statement are IRS compliant.
I will make recommendations and provide tax planning advice on how to minimize your potential tax liability.
How the process works:
- You will notify me after the first of the year when your books are closed. I will print the reports I need. Please note: if there are visible errors with your books that we have previously discussed work cannot commence on your tax returns.
- If you don’t have your accounting done, my bookkeeper will get it done. I will then have access to the reports I need to prepare your tax return.
- After work commences on your return, I will contact you by email or phone to request any missing information or discuss what I need to finalize your returns.