This online, nationwide in USA, service is designed to prepare tax-ready financial statements—specifically a Profit & Loss (P&L) and Balance Sheet—needed for income tax filing. We focus on tax-required categorization and yearly reconciliation based on the records you provide. This is not a bookkeeping cleanup or catch-up service.
Best for you if you have:
- Ongoing bookkeeping already maintained (even if not “perfect”), and you need year-end tax-ready statements
- Access to your bank statements and/or accounting file (QuickBooks, Xero, Wave, etc.)
- Sales reports or 1099s available (Stripe/PayPal/Amazon/Shopify, etc.), if applicable
- Clear separation of business vs personal transactions (or you can clearly identify them)
- You want financials prepared specifically for tax filing, not investor reporting
What you get:
Year-end Profit & Loss (P&L) prepared for tax purposes
Year-end Balance Sheet prepared for tax purposes
Yearly reconciliation of accounts based on documents provided
Tax-required categorization aligned to common tax return reporting needs (e.g., Schedule C / 1065 / 1120-S / 1120)
Identification of missing items needed to complete year-end tax financials (e.g., statements not provided)
Final tax-ready reports delivered in PDF (and Excel if needed)
How it works:
Purchase this service
Complete the intake form and upload your documents (statements/reports/accounting file)
We prepare year-end reconciliation and tax categorization
We deliver your final tax-ready P&L and Balance Sheet
Tax Accounting
- Preparation of P&L and Balance Sheet for the tax year
- Yearly reconciliation based on the accounts/documents shared
- Categorization focused on tax filing requirements (tax-ready mapping of income/expense categories)
- Review of typical business transactions reflected in your records (income, expenses, owner draws/distributions, loan activity, etc.)
- Basic Q&A via email to clarify classification questions needed to complete year-end reports
