Pre-Tax Financial Cleanup

Our Pre-Tax Financial Clean-Up service is a one-time engagement designed to bring your QuickBooks records into a complete, accurate, and tax-ready state before return preparation begins. Clients provide secure access to their QuickBooks file along with bank and credit card statements, and our team performs a detailed review of transactions, account classifications, and balance sheet activity. We reconcile all relevant accounts, correct misclassifications, resolve duplicate or missing entries, clean up owner and related-party activity, and address common issues such as undeposited funds, stale receivables/payables, and improperly recorded liabilities. The result is a fully reconciled QuickBooks file and a clean, tax-ready trial balance that allows your tax return to be prepared efficiently, reduces the risk of errors or notices, and eliminates last-minute surprises.

Contact Us