Tax Season Preparation & CPA Reports

Support from Day One – And Beyond.
Tax season doesn’t have to be overwhelming. At Finveritas Bookkeeping, we help business owners prepare accurate, organized financial reports that make filing simple and stress-free. Whether you work with your own CPA or need help finding one, we ensure your books are clean, your records are complete, and your tax team has everything they need—on time and audit-ready.

Tax Season Preparation & CPA Reports

Stress Less. File Fast. Stay Focused.

Tax season doesn’t have to mean stress, spreadsheets, or scrambling to find receipts. With Finveritas Bookkeeping, you’ll walk into tax time with clean books, accurate reports, and everything your CPA needs—already prepared and packaged.

We help small to mid-sized business owners simplify tax season by delivering well-organized, audit-ready financials and year-end support that ensures nothing gets missed and everything gets filed on time.

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Key Features

• Year-End Financial Reports (Profit & Loss, Balance Sheet, Cash Flow)

• Reconciled books for all active accounts

• 1099 contractor summaries

• Fixed asset and depreciation reports (if applicable)

• Clean transaction categorizations by tax code relevance

• Collaborative access for your CPA or tax preparer

• Final review and Q&A support before filing

• Optional coordination with payroll, sales tax, or multi-state filings

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How It Works

1. Final Month Reconciliation
   We ensure all bank, credit card, and loan accounts are fully reconciled and balanced through year-end.

2. Financial Package Creation
   We prepare a clear, well-organized set of reports: P&L, Balance Sheet, Cash Flow Statement, General Ledger, and any custom reports your CPA may request.

3. CPA Collaboration
   We provide direct CPA access (or work with yours) to deliver all documents securely and answer any questions they have.

4. Pre-Filing Review
   We help you review key financials and highlight anything unusual, deductible, or worth discussing before you file.

5. Post-Filing Archive
   We store and organize your year-end reports for easy future reference or audits.

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Why Use Finveritas for Tax Season Prep?

• We speak your CPA’s language.
  Our reports are formatted and structured exactly how accountants want them—clean, accurate, and categorized.

• We prevent last-minute panic.
  No more emails asking for missing expenses or overdue documents. We keep you ready before the deadline.

• We find money that others miss.
  Categorized expenses, contractor payments, and overlooked deductions are all surfaced—so you don’t leave money on the table.

• We give you options.
  Already have a CPA? Great—we’ll collaborate. Need a referral? We’ve got trusted partners.

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Your Business Benefits By…

• 🧾 Filing faster with less back-and-forth from your CPA

• 📉 Reducing tax prep fees by delivering complete, accurate reports

• ✅ Avoiding penalties, audit risk, and last-minute headaches

• 🔍 Catching overlooked deductions, errors, or write-offs

• 🧠 Gaining peace of mind and confidence in your books

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Top 10 FAQs – Tax Prep & CPA Reports

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1. Can you work directly with my CPA or tax professional?

Yes. We’ll send them the financial reports directly and are available to answer their questions—making tax season easier for everyone involved.

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2. Do I still need a CPA if I use Finveritas?

Yes—Finveritas prepares your books and reports, but your CPA files your tax return. We make their job easier, faster, and more affordable.

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3. What if my books aren’t current?

No problem! We offer catch-up and cleanup bookkeeping to get your financials tax-ready, even if you’re months (or years) behind.

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4. How do you deliver the reports?

We send a secure financial package with all necessary reports (P&L, Balance Sheet, etc.) via email or shared portal. Your CPA can access them directly or through you.

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5. What kind of reports do you include?

Our standard tax-season package includes:

• Profit & Loss (Year and YTD)

• Balance Sheet

• Cash Flow Statement

• General Ledger

• 1099 Summary

• Custom reports upon request

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6. When should I start prepping for tax season?

Ideally by early January, but the earlier the better. We help clients stay tax-prepared year-round to avoid the year-end rush.

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7. Can you handle multi-state or sales tax reporting?

Yes! We assist with tracking and organizing sales tax collections and filing reports in multiple states, if applicable.

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8. Will you identify deductible expenses for me?

Yes—we highlight potential deductions based on your categorized expenses and provide summaries to review with your CPA.

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9. Do you prepare and file business taxes?

Not directly. We specialize in bookkeeping and reporting. If you need filing services, we can refer you to one of our trusted CPA partners.

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10. What if I get audited?

Our records are clean, categorized, and stored. We provide you or your CPA with all documentation needed to respond confidently to audits or IRS inquiries.

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Ready to breeze through tax season this year?
Let’s get your books in order and your CPA-ready reports delivered—without the overwhelm.

[Schedule Your Tax Season Prep Call Now]