Will you work with my current CPA or tax preparer?
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.
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More Questions
How do I handle 1099s for the freelancers I subcontract?
Collect a W-9 from each freelancer before the first payment, track payments per person throughout the year, and file 1099-NEC forms by January 31 for those over the threshold.
Read answerHow do I handle payroll for a cleaning crew?
In Massachusetts, cleaning crew members are almost always employees, which means you need proper payroll with tax withholding, overtime tracking, and quarterly filings. Getting this right involves federal and state withholding, FICA taxes, unemployment contributions, and accurate hour tracking.
Read answerWhat does a fractional CFO actually do for a small business?
A fractional CFO provides part-time financial leadership that goes beyond bookkeeping. They forecast cash flow, build budgets, analyze pricing and margins, and help translate your numbers into actual business decisions.
Read answerCan I deduct my camera gear, software, and home studio?
Yes, if you use them for business. Equipment like cameras and computers can often be written off in full the year you buy them. Software subscriptions are deductible as operating expenses, and a home studio qualifies for the home office deduction if it meets the exclusive use test.
Read answerI pay subcontractors. What do I need to track to file 1099s?
You need a W-9 from each subcontractor before you pay them, and you need to track total payments per subcontractor through the year. When the totals cross the filing threshold, you file a 1099-NEC.
Read answerCan you help me figure out if I should be an LLC, S-corp, or stay a sole proprietor?
Yes. The firm can walk you through the trade-offs based on your profit level and tolerance for complexity. A sole proprietor or single-member LLC is simplest, an S-corp election can save self-employment tax once profit is high enough, and the right choice depends on your specific numbers.
Read answer