Yes, we work with outside CPAs and tax preparers all the time. Many of our clients have long-standing relationships with their tax professional, and there’s no reason to change that if the relationship is working.

What we do is keep clean, accurate books throughout the year in QuickBooks Online. At year-end, we hand over everything your tax preparer needs. That means a reconciled balance sheet, profit and loss statement, and any supporting schedules they ask for. The accounts are closed, the numbers tie out, and your preparer isn’t left guessing or asking you to hunt down statements from eight months ago.

We handle the communication directly with your tax preparer when questions come up. If they need clarification on a transaction or want something categorized differently, we work that out with them so you’re not stuck playing middleman. The small business bookkeeping services we provide are built to be tax-ready, no matter who prepares the return.

The 1099s for your contractors get filed before the deadline, so your preparer has those ready. If you have payroll, the W-2s are issued and the quarterly filings are done. Your tax professional gets a clean package with no loose ends.

That said, a lot of clients who start with us for bookkeeping end up consolidating their tax work here too. Simona is a CPA and Enrolled Agent, so we can handle your personal tax return in-house along with tax planning throughout the year. Having bookkeeping and personal tax under one roof means nothing falls through the cracks between your books and your return. But if you’re happy with your current preparer, coordination works just as well.

If you’re not sure which approach makes sense, reach out for a consultation and we can figure out the best fit for your situation.