No! Tax preparation and filing is handled by a licensed CPA or tax professional. What I do is keep your books clean, organized, and tax-ready all year long so that when tax season comes, your CPA has everything they need immediately. Clean books typically lower your accounting fees too!
I primarily use QuickBooks Online, which is the industry standard for small business bookkeeping. If you don’t already have QuickBooks, I can set it up for you as part of your onboarding.
Every month you receive fully reconciled accounts, a Profit & Loss report, a Balance Sheet, and a plain-English summary email explaining your numbers in a way that actually makes sense.
