Tax Readiness

Stop Losing Profit to Avoidable Tax Mistakes. Be Ready, Every Time.

Illustration of a stressed woman holding her head, with a tornado of papers and bills swirling above her in a cartoon style.

When your books are a mess, tax prep turns into panic. We make sure you’re ready: accurate records, reconciled accounts, and clear documentation that your CPA will thank you for.

A woman holding a sign that says 'TAXES' with a checkmark, standing next to a man as they discuss taxes.

What’s included

  • Year-end financial review

  • Reconciliation of all bank, credit, and loan accounts

  • Categorization check for deductible expenses

  • Coordination with your CPA or tax pro

  • Delivery of clean, complete financial statements

  • 1099 preparation

Whether you’re behind on your books or just tired of the scramble every spring, we’ll get your finances organized and tax-ready well before the deadline.