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.

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

Testimonials

"As a CPA firm serving thousands of small business clients in Central Texas, we know the importance of a quality bookkeeper. Charlie and his team have a deep understanding of QuickBooks, financial statements and the tax code. The finished product that is delivered to us is flawless. This allows us to spend more time on advisory and tax planning instead of cleaning up messy books at high bill rates. Do yourself a favor and call Charlie!"

"I have a client that uses their services to prepare their books for the year end tax returns that I prepare. Cloud goes in and reconcile each account and provides us with supporting documentation for every asset and liability account. As such, it makes our year end processing a snap. Their work has been extremely accurate, and my client appreciates the timelines that we can finalize their return."

"Thoroughly impressed with Cloud Bookkeeping's final product. The lion's share of compliance is ensuring books and records are in order and that is exactly what Niels' team delivered. My client had a lot of balance sheet activity requiring reconciliation which Cloud Bookkeeping tied down and rolled with easy to review work-paper references. Should you need accounting work done right, I recommend these guys."

"As a CPA, it is extremely difficult to find a reliable and efficient bookkeeping company to refer my clients to with trust. Cloud Bookkeeping has been just that. Charlie and his staff are professional, accurate, and extremely advance in the field of bookkeeping. On the projects I have worked on jointly with Cloud Bookkeeping, they have taken full ownership of obtaining client documents, posting and closing of all necessary accounts on the client's books, and providing a completed and accurate set of books ready for tax return preparation."

"Since we began working together several years ago, Charlie has been my most valued resource for everything QuickBooks-related. I have worked with many self-proclaimed "QuickBooks gurus" over the years, but none were more knowledgeable and professional than Charlie Perrin. When you work with Charlie, you can be sure that your books are in good hands and you will receive five-star service."

*Disclaimer: customer referred to an employee at CBK