Prep for CPA
Organization, timeliness and maintaining up-to-date books is what I do.
I want you to be prepared for your year end.
I maintain a log of financial events that require direction from your CPA.
I work proactively, encouraging my clients to touch base with their CPA for tax planning purposes toward the latter part of the year.
I maintain a list of documents necessary for each client's tax return. When I have everything I send the complete package to your CPA by uploading the documentation, P&L, etc through the share-portal or other means, as directed.
Most of all, I work with you to relieve some of the stress having to do with finances and the additional stressor of preparing everything you need for your tax return.