Tax Season, Handled
TAX PREP WITHOUT THE PANIC
No more April scrambles. We keep your records organized year-round and coordinate directly with your CPA so tax season costs you less and stresses you zero.
Deliverables
WHAT YOU GET
The Process
HOW IT WORKS
We Organize All Year
Tax prep is not a one-month job. We categorize transactions, track deductions, and keep your records clean throughout the year. When December hits, your books are already 90% ready.
We Prep Your 1099s
If you pay contractors, we track those payments and prepare your 1099s so they go out on time. No scrambling in January trying to figure out who you paid and how much.
We Talk to Your CPA Directly
No more being the middleman between your bookkeeper and your CPA. We send clean, organized financials directly to your CPA and answer any questions they have about your records.
Tax Season Takes Days, Not Weeks
Because everything is organized and your CPA has what they need, filing takes a fraction of the time. That means lower CPA fees and zero stress for you.
The Impact
WHY IT MATTERS
Here is exactly what happens when your books are a mess at tax time. Your CPA charges more because they spend hours cleaning up records before they can even begin working on your return. You miss deductions because nobody was tracking them throughout the year — most small businesses miss thousands of dollars in legitimate deductions annually simply because nothing was categorized correctly. And you end up paying more in taxes than you should. Our clients typically cut their CPA bill by 30 to 50 percent because we hand over clean, organized, tax-ready financials on day one. We track every deductible expense throughout the year, prepare your 1099s in January before the deadline, calculate quarterly estimated tax payments so you are never caught off guard at year-end, and coordinate directly with your CPA so you are never the middleman between them and your own records. The CPA savings alone typically cover the cost of working with us many times over — before you even count the deductions we recover.
Best Fit
IS THIS RIGHT FOR YOU?
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FREQUENTLY ASKED QUESTIONS
No, we do not file tax returns. That is your CPA's job. What we do is make your CPA's job dramatically easier (and cheaper) by delivering clean, organized, tax-ready financials. We handle the bookkeeping side so your CPA can focus on strategy and filing.
Absolutely. We work with CPAs across Pennsylvania and beyond. We will coordinate directly with your CPA, send them the reports they need, and answer any questions about your records. Most CPAs love working with us because it makes their job easier.
We can recommend CPAs in the Pittsburgh area who we trust and work well with. Having a good CPA and a good bookkeeper working together is the best setup for any business owner.
Ideally, January. But honestly, the best time is right now. Tax prep is really year-round bookkeeping done right. The earlier we start keeping your records clean, the easier tax season becomes. If we start mid-year, we will catch up your books first.
Most clients see a 30-50% reduction in CPA fees because we eliminate the cleanup work CPAs typically charge for. The exact savings depend on how messy your current records are, but the cleaner we keep your books, the less your CPA needs to do.
READY TO MAKE TAX SEASON BORING?
Book a free Financial Health Check and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.
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