Tax problems usually start months before April: missed estimated payments, a sales tax return filed late, a 1099 that never went out, receipts that can't be found. We keep your tax obligations on a calendar and your documentation organized throughout the year.
At year end we assemble a complete package for your CPA — reconciled books, fixed-asset records, payroll reports, 1099 summaries and supporting documents — so the return is prepared faster and with fewer questions.
Who it's for
Businesses that already have a CPA but want the year-round organization that makes tax season painless.
Consult
A free conversation about how tax support works in your business today.
Proposal
A written scope and flat monthly fee, usually within three business days.
Handover
Documented, staged takeover — then a weekly brief to keep you informed.
Common questions.
Do you prepare and sign tax returns?
No. Returns are prepared and signed by your CPA or enrolled agent. We do the organization and coordination that makes their work accurate and efficient.
Can you refer us to a CPA?
Yes. We work with several CPA firms in the San Fernando Valley and can make an introduction.
What if we receive a notice from a tax agency?
Send it to us. We log it, gather the supporting records and coordinate the response with your CPA before the deadline.
Related services
Process & Systems Improvement
Documented procedures and the right software, set up properly — so the business runs the same way on a busy day as on a slow one.
Business Operations Management
Day-to-day oversight of the moving parts — schedules, vendors, follow-ups and the hundred small decisions that stall an owner.
Bookkeeping & Accounting
Clean, reconciled books every month, closed on a schedule — so your numbers are ready when you, your lender or your CPA asks.
Let's talk tax support.
A free consultation about tax preparation support for your business — what to keep, what to hand over and what it would cost.
Book a free consultation