Business Tax Readiness Consultation

Service Description

If you’re self-employed, running a small business, or preparing to file business taxes and you’re not sure where to start, this consultation is designed to help you get organized. We’ll review where you currently stand financially, identify what records or reports may be missing, and help you understand what you need before tax preparation begins. This may include reviewing income and expenses, identifying the need for a Profit & Loss statement or other financial reports, organizing business records, and outlining the next steps needed to become tax-ready. This consultation is especially helpful for entrepreneurs who have been operating without a formal bookkeeping system, are unsure of their current financial position, or need help determining what information is required for personal or business tax preparation. If you move forward with an eligible COY tax preparation or tax-readiness service within 30 days of your consultation, your consultation fee will be credited in full toward that service.