Dietz Bookkeeping
Services Tax Preparation Support
Service

Tax Preparation Support

Tax time is easier when your books are organized. This service focuses on clean records and documentation for filing.

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What this service includes

  • Year-end review and organization
  • Reconciliations to confirm balances
  • Expense categorization consistency checks
  • Documentation support for common items
  • Clean reports delivered for your tax preparer

Why it matters

  • Reduces delays and confusion during filing
  • Improves reliability of year-end reports
  • Helps identify missing items before filing
  • Creates consistency for future years

Who this is for

  • Businesses preparing for year-end filing
  • Owners who want organized records
  • Companies that need cleanup before tax prep
  • Teams working with an external tax professional

Our process

  1. Confirm year-end needs and tax preparer requirements
  2. Reconcile bank and credit card accounts
  3. Review categories and documentation consistency
  4. Deliver clean reports and organized records

Frequently asked questions

Do you file taxes?

This supports tax preparation by organizing bookkeeping records and delivering clean reports. Tax filing is completed by you or your tax professional.

What reports will I receive?

Typically a Profit & Loss and Balance Sheet, plus supporting details based on your situation.

Can this include catch-up work?

Yes. If records are behind, cleanup may be recommended before final year-end reports are prepared.

Next step

Schedule a consultation and we’ll confirm scope, timing, and the right approach for your workflow.

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