Description

This systematic kit streamlines the year-end process, ensuring all necessary financial documentation is organized, categorized, and compliant with tax preparation standards. The blueprint minimizes the time and cost associated with tax filing by delivering a standardized, clean file structure that your accountant can use immediately, reducing back-and-forth communication.

Format:

• Tax Document Checklist: Comprehensive list of required federal, state, and local tax-related documents.

• Standardized Digital Filing Structure: Pre-built folder directory and naming conventions for easy electronic organization.

• Virtual Instructional Video: Step-by-step guide on how to prepare the final ledger and necessary reconciliation files for your CPA.

Duration: Self-Paced; Estimated setup time: 3 hours.

What You’ll Learn:

• Eliminate the stress of last-minute document hunting before tax season.

• Ensure all deductible expenses are properly documented and categorized.

• Reduce the hourly fees charged by your tax preparer due to organized files.

• Establish a repeatable, low-friction process for all future tax years.

Perfect for: Small businesses and solopreneurs who rely on external tax preparers and want to deliver clean, organized financial documentation efficiently.