Tax-ready books and year-end tax preparation support
Your CPA or Enrolled Agent prepares the return. We make sure they get books that are closed, reconciled and adjusted — so the return is accurate, on time and cheaper to prepare.
What is included in tax-ready books & year-end prep
A large part of what CPAs charge small businesses at tax time is fixing the books before they can start. If your books are closed properly, that cost largely disappears and the return is more accurate.
We close the year: reconcile every account, record accruals and adjustments, update fixed assets, separate owner and business transactions, prepare 1099 data, and hand your tax professional a tidy package with answers to the questions they always ask. If you do not have a tax preparer, we can introduce you to licensed CPAs and Enrolled Agents we work alongside.
Year-end close
All accounts reconciled, accruals and prepaid expenses recorded, balance sheet reviewed line by line.
1099 preparation support
Vendor W-9s collected and 1099-NEC/1099-MISC amounts compiled before the January 31 deadline.
Fixed assets
Asset register and depreciation schedule kept up to date for your tax preparer.
CPA coordination
We answer your tax professional's questions directly so you are not the go-between.
Signs you need tax-ready books & year-end prep
- 1Your CPA bill keeps going upBecause they are doing bookkeeping at tax rates.
- 2You file extensions every yearBecause the books are never ready by March or April.
- 3You received an IRS or state noticeClean books make responding much easier for your tax professional.
- 4Your entity changedNew S corporation election, new partner, or a sale of assets.
What you receive
- Closed and reconciled books for the year
- Adjusting journal entries with support
- Fixed asset and depreciation schedule
- 1099 vendor summary and W-9 file
- Owner equity and draws reconciliation
- Year-end package for your CPA or EA
$15 per hour, with a year-end hours estimate up front. See pricing or what bookkeeping costs.
Tax-ready books & year-end prep FAQ
No. We are not a CPA firm and do not sign or file tax returns. We prepare the books and supporting schedules your CPA or Enrolled Agent needs, and coordinate with them directly.
Yes. If you do not have one, we can suggest licensed CPAs and Enrolled Agents who work with clients in your state.
Ideally in December or early January, so 1099s go out by January 31 and your return is not extended by default.
Get a free quote — $15 per hour
Reply from Jay within one business day with a written scope and an estimate of hours at $15 per hour. No obligation.
Tax-ready books & year-end prep in every US state
We work with businesses in all 50 states and DC. Each state page covers its own income tax, sales tax and business filing rules.
Accountant in Alabama · Accountant in Alaska · Accountant in Arizona · Accountant in Arkansas · Accountant in California · Accountant in Colorado · Accountant in Connecticut · Accountant in Delaware · Accountant in Washington DC · Accountant in Florida · Accountant in Georgia · Accountant in Hawaii · Accountant in Idaho · Accountant in Illinois · Accountant in Indiana · Accountant in Iowa · Accountant in Kansas · Accountant in Kentucky · Accountant in Louisiana · Accountant in Maine · Accountant in Maryland · Accountant in Massachusetts · Accountant in Michigan · Accountant in Minnesota · Accountant in Mississippi · Accountant in Missouri · Accountant in Montana · Accountant in Nebraska · Accountant in Nevada · Accountant in New Hampshire · Accountant in New Jersey · Accountant in New Mexico · Accountant in New York · Accountant in North Carolina · Accountant in North Dakota · Accountant in Ohio · Accountant in Oklahoma · Accountant in Oregon · Accountant in Pennsylvania · Accountant in Rhode Island · Accountant in South Carolina · Accountant in South Dakota · Accountant in Tennessee · Accountant in Texas · Accountant in Utah · Accountant in Vermont · Accountant in Virginia · Accountant in Washington · Accountant in West Virginia · Accountant in Wisconsin · Accountant in Wyoming
Often combined with this
Monthly bookkeeping
Every transaction categorized, every account reconciled, a clean P&L by the 15th of the month.
Open →A9r2Sales tax tracking
Nexus tracking, sales tax reports and filing preparation across states.
Open →A9r3Bookkeeper vs accountant vs CPA
What each role does, how they are licensed and which ones a small business needs.
Open →Get a free estimate for tax-ready books & year-end prep
Twenty minutes is usually enough to understand your books and estimate the hours at $15 per hour. No obligation.