Tax Preparation Assistance

Tax season doesn’t have to be a nightmare.

If you’re like most small business owners, tax time shows up and you suddenly realize your books aren’t ready. You’re missing receipts, transactions are uncategorized, and now your CPA is sending follow-up emails every two hours.

That’s where we come in.

Our Tax Preparation Assistance service makes sure your books are clean, your reports are accurate, and your tax pro gets exactly what they need—on time, without the chaos.

What We Do

We don’t file your taxes ourselves—but we do everything leading up to it so your accountant’s job is easy and your return is accurate.

Here’s what we handle:

• Make sure all income and expenses are recorded

• Reconcile bank and credit card accounts

• Clean up uncategorized or messy transactions

• Organize and label any write-offs or deductions

• Prepare and send key reports: P&L, Balance Sheet, Cash Flow

• Provide a tax-ready package your CPA will actually thank you for

We’ll also coordinate directly with your tax preparer if you want us to. Saves everyone time and keeps the back-and-forth to a minimum.

Why This Helps

When your books are messy, your tax prep gets more expensive, takes longer, and can lead to mistakes that cost you money.

We’ve had clients get:

• Bigger refunds after we found missed deductions

• Lower CPA fees because everything was clean

• Peace of mind because they weren’t scrambling in March

One client in Memphis was sure they owed thousands—until we cleaned up their books and helped them find over $9,000 in business deductions they didn’t know they had.

For Businesses Big and Small

Whether you’re a freelancer, shop owner, contractor, or startup, we make sure your numbers are ready to hand off to whoever’s filing your taxes.

We’ve helped clients:

• Prep for corporate tax returns

• Get ready for Schedule C filing

• Organize data for partnerships or S Corps

• Prep documents for nonprofits filing 990s

And if you don’t have a tax pro yet? We can connect you with one we trust.

Catching Up? We Got You

Behind on your books? No worries. We’ll catch you up before tax time so you don’t file late or file wrong.

We’ve cleaned up an entire year of bookkeeping in under two weeks—just in time to meet a client’s tax deadline.

Based in Seattle. Helping Clients Everywhere

We work with small businesses in Seattle, Portland, Memphis, and across the country. Whether you’ve got one account or five, whether you’re already organized or totally behind—we’ll make your tax prep smooth.

Let’s Get You Tax-Ready

You don’t have to do this alone. We’ll clean your books, prep your reports, and help you avoid the usual tax season panic.

It’s one less thing on your plate—and one big step toward peace of mind.