Expense Categorization for Tax Readiness
BOOKKEEPING • TAX READINESS • COMPLIANCE We build a clean, audit‑ready expense taxonomy and keep it consistent every month—so your returns file faster, 1099s are accurate, and deductions hold up.
Our Key Services
What We Handle
End‑to‑end categorization, documentation, and tie‑outs for tax‑ready books.
Our Process
Discovery
Review current books, categories, bank feeds, vendors, and documentation practices to spot gaps.
Design
Draft an expense taxonomy and tax mapping; define rules for meals, travel, reimbursements, and capitalization.
Implement
Build rules in your accounting system, set vendor defaults, and roll out receipt capture and approvals.
Operate & QA
Code monthly activity, run exception reports, reconcile key accounts, and produce a 1099 preview.
Year‑End Wrap
Deliver a tax package with category‑to‑return mapping, schedules, and support files.