We compile and organize your business’s source financial documents, including:
We compile and organize your business’s source financial documents, including:
- Bank and credit card statements
- Merchant processing statements
- Payroll reports and payroll tax records
- Liability statements (loans, lines of credit, notes payable)
- Other income and expense source documents
Using the documents you provide, we prepare a complete income summary and expense report to accurately reflect your business activity for the tax year. We then compile the financial data needed to prepare your business tax return, including income, expenses, liabilities, and equity balances.
Upon completion of the tax return, we prepare year-end financial statements on an income tax basis, including:
- Profit & Loss Statement
- Balance Sheet
These financial statements are prepared for tax reporting purposes only and are not GAAP-based financial statements. They are intended to support your filed tax return and provide a clear year-end financial snapshot aligned with your tax filing.
Business Tax +Year-End Financial
Ensure your business stays compliant and financially organized with our Business Tax Preparation + Year-End Financials service. We provide accurate tax filing, maximize deductions, and deliver detailed year-end financial reports to support your business growth. Whether you’re an LLC, Partnership, S-Corp, or Corporation, our expert team ensures tax efficiency and IRS compliance. Get stress-free tax prep and financial clarity today!
Key Benefits:
- Accurate & Timely Business Tax Filing
- Comprehensive Year-End Financial Reports
- Maximize Deductions & Reduce Liabilities