Year-End Package
All Your Tax Docs in One Place
Year-End Package

The Year-End Tax Package is our end of year closeout service designed to make tax filing smooth and stress free. We reconcile accounts, tidy up classifications, and deliver a complete package including your Profit and Loss, Balance Sheet, and key supporting documents so your tax preparer can confidently prepare your return without delays.

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What You Can Expect

  • hecklist icon symbolizing fast and accurate month-end bookkeeping close.Custom Plan & Pricing
  • Envelope icon representing unlimited email support for bookkeeping clients.Unlimited Email Support
  • Secure Document Storage
  • Analytics icon representing custom financial reports and visual dashboards.Custom Reports & Dashboards
  • Cloud icon representing fully online bookkeeping support services.100% Online Support
  • Bilingual Support (EN/ES)