Small-Business Tax Filing & Year-End Support

Stress-Free Tax Preparation for Small Businesses

We organize your financial records, clean up your books, and prepare accurate year-end reports for your CPA or tax professional — so tax season is simple, smooth, and stress-free.

Who This Service Is For

Our tax support services are designed for:

  • Small businesses across Mandeville and the Northshore

  • Service-based businesses and consultants

  • Online sellers (Amazon, Shopify, etc.)

  • Entrepreneurs who need clean, organized financials for tax filing

  • Businesses who are behind on bookkeeping or need year-end cleanup

If you're also behind on bookkeeping, see our QuickBooks Setup & Monthly Bookkeeping service.

If tax season feels overwhelming or your books aren’t ready for your CPA, this service is for you.

What’s Included in Tax Filing & Year-End Support

We provide financial organization and preparation — not the tax filing itself.

Year-End Bookkeeping Cleanup

  • Categorizing uncategorized transactions

  • Reconciling accounts through year-end

  • Correcting errors or duplicates

  • Organizing revenue, expenses, and cost of goods sold

CPA-Ready Financial Reports

We prepare the exact documents your tax professional needs:

  • Profit & Loss Statement

  • Balance Sheet

  • General Ledger (if requested)

  • Sales summaries (Amazon, Shopify, square, etc.)

1099 Preparation Support

  • Vendor payment review

  • 1099 eligibility checks

  • Exporting lists for your CPA or filing software

Sales Tax Summary Support

  • Tracking sales tax collected throughout the year

  • Organizing totals for your tax preparer

Document Organization

  • Digital folders for receipts and tax documents

  • Clean, labeled, and easy-to-review files

    Additional Resources
    The IRS provides detailed small-business tax guidelines here

Our Year-End Support Process

1. Review & Assessment

We review your bookkeeping status and identify what needs cleanup before tax season.

2. Cleanup & Organization

We categorize, reconcile, and prepare your books to ensure accuracy.

3. Report Preparation

You receive CPA-ready reports in a clean, structured format.

4. Document Delivery

We prepare a digital package with all financial records needed for filing.

Why Clients Choose Our Tax Support Services

  • Accurate financials → Faster tax filing

  • Professional cleanup before your CPA reviews anything

  • Clear, organized records that reduce your stress

  • Local support for Mandeville & the Northshore

  • Experience with service businesses and online sellers

If you're also behind on bookkeeping, see our QuickBooks Setup & Monthly Bookkeeping service.

Tax Support FAQs

Do you file taxes?
Yes or we can prepare and organize your financials for your CPA or tax filer.

Can you work with my existing CPA?
Yes. We provide them with clean, organized reports they can use directly.

Can you clean up past years?
Yes — cleanup services are available for previous tax years.

What if I’m behind on bookkeeping?
We handle catch-up work and get everything organized before filing deadlines.

Do you support Amazon/Shopify sellers with tax reports?
Yes — we prepare sales summaries, payout reports, COGS estimates, and more.

Make tax season simple, organized, and stress-free.
Let us prepare your financials so your CPA can file quickly and accurately.

Make tax season simple, organized, and stress-free.

Let us prepare your financials so your CPA can file quickly and accurately.

Request Tax Support
Get Started With Year-End Support
Request Tax Filing Support
Request A Consultation