Year-End Close & Tax Prep
Year-end close and tax prep takes away the pressure of getting your books ready for taxes. We review every account, make year-end adjustments, and put together a tax-ready package for your CPA or tax preparer. That saves you time and often saves you money on tax prep fees.
ProAdvisor Gold
QuickBooks Online certified
7 years
Small business owner experience
Free 45 min
Consultation, no strings
All 50 states
Fully virtual bookkeeping
On Track Solutions offers year-end close & tax prep to small, service-based businesses in all 50 states. It is fully virtual. We work in QuickBooks Online, so all you need is an internet connection and a few minutes for a check-in now and then.
You get one dedicated bookkeeper, Kiana, a QuickBooks Online Certified ProAdvisor (Gold). No call centers and no handoffs. Not sure if year-end close & tax prep is the right fit? Most clients start with a free 45-minute consultation, and we will tell you honestly what you need and what you don't.
What's included
Everything in our year-end close & tax prep
- Full year-end review of every account
- Year-end adjusting entries
- Final Profit and Loss and balance sheet
- 1099 contractor review
- Organized tax-ready package for your CPA
- Questions from your CPA answered for you
The result
What changes for you
- A smooth tax season with no last-minute scramble
- Lower tax prep fees from your CPA
- Deductions you might have missed, captured
Pricing
Year-end close is included for monthly clients. For everyone else it is quoted as a flat project fee.
How it works
Four simple steps
- 1
Year-end checklist
We send a simple checklist of what we need from you before year end.
- 2
Review and adjust
We review every account and make the adjustments needed to close the year.
- 3
Build the package
We put together your final reports and a tax-ready package.
- 4
Work with your CPA
We send the package to your tax preparer and answer their questions.
By industry
Year-End & Tax Prep for your industry
Every industry keeps score a little differently. Pick yours to see how we handle year-end close & tax prep for businesses like yours.
FAQ
Year-End Close & Tax Prep FAQ
How much does year-end close & tax prep cost?
Year-end close is included for monthly clients. For everyone else it is quoted as a flat project fee. Call On Track Solutions at (214) 200-1231 to book a free consultation.
Do you offer year-end close & tax prep remotely?
Yes. On Track Solutions is a fully virtual firm serving small businesses in all 50 states. We work securely in QuickBooks Online, so where you are does not matter.
What software do you use for year-end close & tax prep?
We work in QuickBooks Online. Kiana is a QuickBooks Online Certified ProAdvisor (Gold), so your books are set up and kept the right way.
Who is year-end close & tax prep a good fit for?
We specialize in small, service-based businesses, from solo owners just starting out to growing teams ready to scale. If you want clear numbers without the stress, we are a good fit.
How do I get started with year-end close & tax prep?
Book a free 45-minute consultation by calling (214) 200-1231 or sending a message. On Track Solutions replies within 24 hours.
Ready to get back on track?
Book a free 45-minute consultation. We will look at where your books stand today and map out a simple plan.