Tax Preparation Coordination

I will be your partner for seamless tax preparation coordination. I understand the complexities of tax regulations and am here to ease the burden. With experience in many different types of yearly and quarterly tax filings, I am committed to maximizing your returns while ensuring full compliance. 

Organizing your books and records with a keen eye towards tax preparation, we will create custom reports together that will establish your tax understanding throughout the year. Working with your existing tax preparer or helping you find a new one, we will get your tax documents and procedures in order to design a standard pipeline for submitting items efficiently.

Understanding your books, records, 1099s, W2s, payrolls, 1065s, K1s, 1120s and more, should be stress-free and not daunting or intimidating. You will learn how to find transactions throughout the year that may have an adverse impact on your business or personal taxes. Getting ahead of these types of situations is crucial for a better prepared tax season with no surprises.