Support for CPA/Tax Preparer at Year‑End
YEAR‑END TAX PACKAGE • WORKPAPERS • LIAISON We assemble a complete year‑end tax package and coordinate directly with your CPA/tax preparer—tying books to returns, answering PBC requests, and keeping deadlines on track so filing is smooth and accurate.
Our Key Services
What We Handle
Everything your CPA needs—organized, reconciled, and audit‑ready.
Our Process
Discovery
Confirm entities, deadlines, CPA contacts, and open issues; collect prior returns and standing PBC lists.
Prepare
Package. Reconcile key accounts, build tie‑outs and rollforwards, and compile indexed workpapers.
Coordinate
Share the package securely, respond to CPA questions, and track requests to closure.
File Support
Help with extensions/estimates and e‑file authorizations; finalize outstanding adjustments.
After‑File
Archive workpapers, summarize learnings, and refresh your compliance calendar for the new year.