Service
Tax Filings and Readiness
Tax time should be boring. We keep your books tax-ready year-round, maintain clean supporting schedules, and provide filing support with clear scope. Our focus is clean accounting and decision-ready reporting; tax work is supported as an extension of that foundation, prepared by EJC Financial where it is a fit or coordinated cleanly with your CPA.
At a glance
Pricing
Project-based scope, filing support may include preparation and filing or CPA coordination; fees depend on entities, states, and schedule complexity.
Timeline
Aligned to filing deadlines and your monthly close cadence. Because schedules are maintained throughout the year, year-end handoff is faster and calmer.
For
Who this is for
Common fits and triggers for this engagement.
Founders who want tax-ready books year-round, not a year-end scramble.
Teams that want filing deadlines handled with a clear plan and clean schedules.
Businesses with an existing CPA who want faster, cleaner handoffs and fewer follow-up questions.
Founder-operators who want a consistent tax set-aside rhythm tied to real cash flow.
Businesses with growing complexity (multiple entities, states, or evolving revenue) that need better organization.
Teams switching CPAs or cleaning up prior process issues and want a calmer next cycle.
Deliverables
What you get
Clear outputs that move the work forward.
Tax-ready books with reconciled balance sheet and consistent categorization.
Supporting schedules maintained year-round (as applicable: owner activity, fixed assets, loans, accruals, and key reconciliations).
Filing support scoped to your situation: prepare and file, or coordinate cleanly with your CPA.
Year-end handoff package and checklist to reduce back-and-forth and last-minute questions.
Tax set-aside tracking tied to cash flow and estimate cadence.
Q&A support through filing completion and improvements for the next cycle.
Timeline
How it works
Simple steps, scoped to your data and timeline.
Confirm entities, deadlines, and filing approach during the Financial Clarity Review.
Keep books current (or scope cleanup) so schedules build throughout the year.
Pre-year-end check-in to surface issues while there is time to fix them.
Year-end close and finalize supporting schedules.
Prepare and file returns (if in scope) or deliver an organized handoff package to your CPA.
Post-filing debrief: set-asides, estimates, and process improvements for next year.
FAQ
Frequently asked questions
Clear answers before you book.
For many clients, yes, when it is a fit and the scope is clear. If you already have a CPA or your situation needs a specialist, we coordinate and deliver clean schedules so filing is straightforward. We confirm the approach during the Financial Clarity Review.
Reconciled balance sheet, consistent categories, and supporting schedules that match the books. The goal is a clean package that reduces questions and last-minute rework.
Yes. We align responsibilities and timelines, then provide clean schedules and clear answers to questions. The goal is fewer back-and-forth emails and a predictable filing process.
We can help you build a repeatable set-aside rhythm based on current financials and cash flow. If your CPA is making estimate assumptions, we keep the books and schedules aligned so decisions are grounded.
Access to the accounting system, prior-year returns if available, and clarity on entities, states, and deadlines. We provide a checklist and keep requests focused so the process stays calm.
If you want a one-time filing without keeping the books clean going forward, the same surprises tend to repeat. This is best for teams who want year-round tax readiness built on a monthly cadence.
Next step
Start with a Financial Clarity Review
We confirm scope, align priorities, and map the cleanest path forward.