Payroll & Tax -Ready Statements
For business owners who want their payroll recorded and their books ready when tax season arrives.
Tax season shouldn’t be a scramble. We keep your payroll recorded and your financial statements organized and accurate year-round, so when it’s time to file, everything your CPA or tax preparer needs is ready to go.
What Are Tax-Ready Statements?
Tax-ready statements are the core financial reports - Profit & Loss, Balance Sheet, and supporting schedules - accurately prepared and reconciled throughout the year, so they’re ready to hand off at tax time. Rather than scrambling every January to piece together a year of transactions, tax-ready bookkeeping means your records stay current and accurate all year long.
We prepare and organize these statements - we don’t file your business tax return. That final step is handled by your CPA or tax preparer, and we make sure they have clean, accurate books to work from.
Common Filings We Help You Prepare For
Documentation and records we organize ahead of these common filing requirements
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01
Form 1099-NEC / 1099-MISC Required for contractors and vendors paid $600 or more during the year
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02
W-2 & W-3 payroll summaries Annual wage and tax statements for employees, reconciled against payroll records
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03
Quarterly payroll tax filings (Form 941) Federal payroll tax reporting, reconciled to your payroll provider each quarter
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04
California state payroll filings (DE 9 / DE 9C) State wage and tax reporting for California-based employees
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05
Year-end
Payroll Support
How we help keep payroll accurate and reconciled
Payroll Provider Sync
We connect and reconcile your payroll provider (Gusto, ADP, QuickBooks Payroll, etc.) with your books, so wages, taxes, and liabilities are recorded accurately.
Payroll Liability Tracking
We track what's owed for payroll taxes and benefits, so nothing is missed and your balance sheet stays accurate.
Employee Record Organization
We keep payroll records organized and categorized correctly, ready for year-end reporting.
Local Tax Compliance Coordination
We help make sure state and local payroll tax requirements are reflected accurately in your books.
Where We Fit In
Bookkeeping and tax preparation are two different roles - here’s how they work together
- Payroll recording & reconciliation
- Organizing 1099 & W-2 supporting records
- Preparing accurate financial statements
- Keeping books CPA-ready year-round
- Filing your business tax return
- Tax planning & strategy
- Signing and submitting official tax filings
- Tax-specific legal or compliance advice
Let’s get your payroll and tax records in order
Schedule a free consultation and we’ll walk you through what your business needs.