Tax Prep Coordinator

Hand your accountant everything they need — organized, complete, on time.

Your Tax Prep Coordinator does the gathering-and-organizing that makes tax time expensive when it's done by hand. Each filing period it pulls your records from the ledger, arranges them the way your accountant expects to work, and flags anything that's missing — so your accountant spends their time filing, not chasing paperwork.

A packet your accountant can work from directly. Financials, supporting detail, reconciliation status, and the specific summaries a filing needs — organized, not a pile of exports.

Nothing gets missed. A vendor you paid enough to need a 1099 but never got a W-9 from, a receipt that isn't there, a figure that doesn't tie — it flags each one clearly instead of letting it surface mid-filing.

It knows exactly where the line is. It never files a return and never gives tax advice — those are your accountant's job. It gathers, organizes, and flags the open questions; your accountant makes the calls and files.

On your schedule. Monthly, quarterly, or annual — the packet shows up ready when you need it.

Connects to your your accounting system company. Works alongside the rest of your accounting team, and hands off cleanly to your accountant.