Tax Partners

Preparing tax returns can be time-consuming, especially if you’ve neglected your books all year. We offer a completely white-labeled service in QuickBooks Online to build out a complete set of tax return preparation work papers using the highest standards in the industry.

When you outsource your tax return work papers, you will see an increase in margins on preparation services, savings on payroll and overhead costs, and a freeing up of valuable staff and resources.

cloud bookkeeping software tax savings

Work Papers Include:

  • Closing entries to tie to the prior year, equity allocations made, and retained earnings reconciled/closed
  • Adjusted, reconciled, and referenced balance sheet
  • Adjusted journal entry work paper
  • Tied revenue on the P&L
  • Expense reclassification as needed on P&L
  • Payroll reconciliation
  • Supporting documentation referenced to the balance sheet and P&L
  • Annotations as needed to guide the tax preparer


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*Disclaimer: customer referred to an employee at CBK