Back to Blog
It’s that time of year again! Tax season is a stressful time for many small business owners. It can mean extra hours, additional calls with your accountant, and endless headaches, especially if you aren’t working with a team of experts.
At Capri Bookkeeping Solutions, we do all the heavy-lifting and preparation so that tax time can be a stress-free one for you.
Here’s what tax season with Capri looks like:
#1 We organize all of your yearly records and statements
We’ll record your annual financial transactions in chronological order making sure that purchases, receipts, and payments are all balanced in a general ledger.
#2 We get your books up-to-date
After we’ve organized all of your records, we’ll get your bookkeeping fully caught up, so you’re ready for your yearly tax filing.
#3 We prepare an end-of-year statement
You and your accountant will smile when you receive a complete record of your financials for the year.
#4 We work with your accountant
If you already have an accountant, we’ll work with them to be sure they have every detail needed to prepare your tax documents seamlessly. We make sure your records are ready, easily accessible, and understood, ultimately saving you the most money possible on your tax preparation bill. To learn more about the difference between an accountant and bookkeeper and how we work together, check out this post.
Tax season made simple! Reach out to us to so we can help save you time, potential money, and headaches during tax season and beyond.