Tax Preparation Support
Tax Preparation Support
Your CPA needs clean books. I make sure they get them.
Pre-Tax Review
I review your entire year for errors, missing transactions, and tax issues.
Account Reconciliation
Every account reconciled for the full year—bank, credit cards, loans.
Expense Categorization
All expenses properly categorized to maximize deductions.
1099 Preparation
I identify contractors who need 1099s and prepare the list.
Financial Statements
Complete P&L, Balance Sheet, and supporting schedules.
Documentation Organization
All receipts and documentation organized and ready.
CPA Coordination
We communicate directly with your CPA to answer questions.
- All transactions entered and categorized
- All accounts reconciled through December 31
- Depreciation schedules reviewed
- Loan balances verified
- Inventory counted and adjusted (if applicable)
- A/R and A/P reviewed
- Owner draws/distributions recorded
- Sales tax verified
- Payroll taxes verified
- Final reports generated
Clean, reconciled QuickBooks file
Full year P&L by category
Balance Sheet
General Ledger
Transaction detail reports
1099 contractor list
Any custom reports needed
Your CPA's job just got easier. Their fee? Probably got lower.
📧 Info@rankinbookkeeping.com | 📞+1(901)-264-9672 | 🌐 Schedule now
Rankin Bookkeeping - Professional bookkeeping services for businesses that want accurate, reliable books.