WHO WE SERVE / CPA FIRMS
Tax prep and bookkeeping support for CPA firms
Extra hands for busy season and clean files all year. We support CPA firms with return preparation, bookkeeping cleanups and monthly write-up work, under your firm’s review and on your timeline.
What we take off your plate
1040, 1065, 1120 and 1120-S preparation for your review · catch-up and cleanup work before you prepare · monthly bookkeeping for clients you don’t want to write up yourself · QuickBooks setup and migrations.
WHAT WE DO FOR YOU
How we help
Your clients stay your clients, and we never solicit them.
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Files are exchanged through your portal or ours, never by email.
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One point of contact: Michael.
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Turnaround times and capacity are agreed before each season.
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Referrals work both ways: send us the small-business clients and simple returns that don’t fit your practice, and we’ll send you the audits, IRS representation and complex returns that don’t fit ours.
A TYPICAL MONTH
Before busy season we agree on volume and deadlines. During it, files come back on the agreed day, with notes on anything that needs your judgment.
MOST CLIENTS CHOOSE
Per return or per engagement, agreed in writing.
Let’s talk about next season.
Your first call is free, takes about 20 minutes and comes with no obligation.
or call / text (720) 965-5048