Service
Tax-Return Support for Your CPA or EA
We prepare the year-end package. Your CPA or EA files the return. The cleaner the books, the smaller the bill.
- AIPB Certified
- QuickBooks ProAdvisor
- Xero Partner
- US-based team
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Here is what happens at a lot of small businesses in March. The CPA opens the books to start the tax return and finds a mess: bank accounts that were never reconciled, personal expenses mixed in with business, a fixed asset schedule that hasn't been touched in two years. So the first thing the CPA does, at their hourly rate, is bookkeeping. By the time the actual return gets filed, half the bill was cleanup that a bookkeeper should have done months earlier.
We are that bookkeeper. Our tax-return support service gets your books into the exact shape a CPA or EA needs to file quickly: reconciled, adjusted, with every supporting schedule they'll ask for already prepared and sitting in one place. We prepare the year-end package. Your CPA or EA files the return and signs it. That division is deliberate, and it matters.
To be clear about the line, because it's the whole point: we are not a CPA firm, we do not prepare or sign tax returns, and we do not represent anyone before the IRS. Filing and representation require a CPA, Enrolled Agent, or attorney under IRS Circular 230. What we do is the bookkeeping work underneath the return, done well enough that the filing itself becomes the short, cheap part.
Where tax-return support actually helps
- My CPA charges me for cleanup every year before they can even start the returnYour books arrive reconciled and adjusted. The CPA starts on the return itself, not on fixing data entry, which is where their bill usually balloons.
- Every tax season I get a long list of questions from my accountant and I do not know the answersThe questions come to us. We answer from the records directly, so your CPA is not waiting on you and you are not digging through a shoebox in April.
- I have no idea what my depreciation schedule even isWe maintain the fixed asset register and depreciation schedule all year as bookkeeping records. Your CPA applies the tax treatment; the underlying detail is already there and correct.
- My 1099s are always a last-minute scramble in JanuaryW-9s get collected when a contractor is first paid, not chased in January. 1099-NEC preparation is a formality by year-end because the data was tracked all along.
- I switched CPAs and the handover was a nightmare because nobody could find anythingThe year-end package is a single, standardized set of files. Any CPA or EA can pick it up and file from it without a scavenger hunt.
What sits in the year-end package, and why the CPA cares
A tax return is only as good as the numbers under it, and a CPA can only move fast if those numbers are already trustworthy. The package we hand over is built to answer, in advance, the questions a preparer would otherwise have to stop and ask. It starts with a trial balance that actually balances, backed by reconciled accounts, so nothing has to be taken on faith.
From there it's the adjusting entries that turn a set of raw transactions into books a return can be built on: accruals for expenses incurred but not yet billed, prepaids spread across the right periods, owner draws and contributions separated cleanly from business activity, and any deferred revenue recognized correctly. These are the entries that, left undone, force the CPA to reconstruct the year themselves.
Then the supporting detail: a fixed asset register with the depreciation schedule kept current (we maintain the records, your CPA decides the tax treatment like Section 179 or bonus depreciation), loan amortization split between principal and interest, a 1099 summary with W-9s on file, and any related-party or unusual items flagged with a plain-English note. The result is that your CPA spends their time on tax strategy and the filing, which is what you actually pay them for, instead of on data cleanup at the same rate.
How tax-return support with Bookflexy runs
Step 1
Discovery call (15 min)
Tell us your entity type, who your CPA or EA is, and what state your books are in. We'll tell you honestly whether this is a light tune-up or a bigger catch-up first.
Step 2
Get the books tax-ready
We reconcile the full year, post adjusting entries, build the supporting schedules, and prepare the 1099s. If the books are months behind, we quote catch-up as a separate step first.
Step 3
Hand off to your CPA or EA
One organized package goes to your preparer, with us on hand to answer their questions directly. They file the return. You are out of the middle.
Why US small businesses choose Bookflexy for tax-return support
Built for the preparer
We prepare the package the way a CPA or EA actually wants to receive it: reconciled trial balance, adjusting entries done, schedules attached. Not a data export they have to untangle.
We stay in our lane
We do the bookkeeping under the return. We do not file it or give tax advice, which keeps the compliance line clean and means your CPA or EA signs off on work they can stand behind.
Faster, cheaper filing
Clean books mean your CPA spends their hours on the return, not on cleanup billed at their rate. Most owners find the accountant's bill drops once the prep is handled properly.
Schedules kept all year
Fixed assets, accruals, prepaids, 1099 tracking. These are maintained through the year as bookkeeping records, so year-end is a review rather than a rebuild.
1099s handled properly
W-9s collected up front, contractor payments tracked all year, 1099-NEC and 1099-MISC prepared ahead of the January 31 deadline. No last-minute scramble.
We work with your CPA or ours
Already have a CPA or EA you trust? We hand off to them. Don't have one? We can point you toward a licensed preparer, but the choice and the engagement are yours.
Make tax season the short part
Reconciled books, adjusting entries, schedules, 1099s. We prepare it, your CPA files it. Tell us your entity type and we will quote it inside a day.
Four year-end shapes
Schedule C business handing off to a CPA once a year
A single-owner business that runs lean all year and just needs the books closed cleanly for the annual return. Schedule C categories mapped correctly, home office and mileage records tidy, quarterly estimated payments summarized.
What changes
- Schedule C categories reconciled and finalized
- Home office and mileage records organized
- Quarterly estimated tax payments summarized for the CPA
- 1099-NECs prepared for any subcontractors
Who does the year-end work
You DIY, CPA cleans up Cleanup billed at CPA rate | CPA does everything Bookkeeping at CPA rate | Bookflexy prep + your CPA Right work, right rate | |
|---|---|---|---|
Books reconciled before filing | Partial | Yes | Yes |
Adjusting entries prepared | No | Yes | Yes |
Depreciation schedule maintained | No | Partial | Yes |
1099s prepared ahead of deadline | Partial | Partial | Yes |
Cleanup billed at bookkeeper rate | No | No | Yes |
Return filed by a licensed CPA/EA | Yes | Yes | Yes |
You stay out of the Q&A back-and-forth | No | Partial | Yes |
How pricing works for tax-return support
Tax-return support is priced on the state of the books and the complexity of the entity. A business already on a monthly retainer with us needs little more than a year-end review and the supporting schedules. A business coming to us cold, with a year of unreconciled transactions, needs catch-up first, which we quote separately before the year-end prep.
Tell us your entity type (sole proprietor, LLC, S-corp, partnership), roughly how current the books are, and whether you already have a CPA or EA. The written quote covers the reconciliation, adjusting entries, supporting schedules, and 1099 prep needed to hand your preparer a return-ready package. The filing fee itself is between you and your CPA.
Pricing factor
Entity type
A Schedule C sole proprietor is lighter than an S-corp with payroll and distributions or a multi-member partnership with capital accounts.
Pricing factor
State of the books
Books already reconciled monthly need a review. Books that are months behind need catch-up first, quoted as a separate step.
Pricing factor
Transaction volume
More transactions means more to reconcile and categorize before the year can be closed.
Pricing factor
1099 volume
The number of contractors paid drives the W-9 verification and 1099 preparation work at year-end.
Pricing factor
Fixed assets
A long fixed asset register with regular additions takes more schedule maintenance than a business with a handful of assets.
Pricing factor
Existing CPA relationship
If you already have a preparer we hand off directly. If not, we can point you toward one, but the engagement is yours to make.
Your first 90 days
Nov-Dec
Pre-year-end review
We flag anything that needs cleaning up before the year closes: unreconciled accounts, missing W-9s, uncategorized items. Better to fix in December than March.
Jan
1099s issued
W-9s confirmed, contractor totals reconciled, 1099-NEC and 1099-MISC prepared and ready to issue by the January 31 deadline.
Jan-Feb
Year-end close
Full-year reconciliation finalized, adjusting entries posted, trial balance locked, supporting schedules assembled.
Feb-Mar
Hand off to your CPA
The package goes to your preparer with buffer before the deadline. We answer their questions directly so the filing moves fast.
Industries we work with
Tax-Return Support FAQ
Two things to remember
Every account is reconciled and kept tax-ready by an AIPB-certified bookkeeper. Every account is run inside the US, by a US-based bookkeeper. Those two facts shape almost every other decision on this page.
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Books reconciled ahead of every quarterly deadline. AIPB certified.
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P&L, balance sheet, cash flow, dashboards owners read.
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Catch-Up Bookkeeping
Months behind? We do the cleanup so the IRS stops being scary.
Industry
Sole Proprietors
Schedule C, EIN, quarterly estimated tax, home office.
Industry
Consultants
Project invoicing, quarterly tax timing, home office.
Make tax season boring.
Reconciled books, adjusting entries, schedules, and 1099s, handed to your CPA to file. Tell us your entity type and we will quote it.