For Financial Statement Preparation or Catch-up, what might I need to provide?
Bank Statements
Check Registers
Sales Invoices or Cash Receipts Lists
Prior Year Tax Returns
Loan/Line of Credit Statements
Prior Year Financial Statements, if applicable.

How will I provide my data?
Originals or copies can be provided in person.  (All originals will be returned.)  Also, documents can be scanned and sent via email or simply faxed.

Where will the work be completed?
That depends on your software needs, my office or your home/office.

What are your credentials?
I am a degreed accountant with 30 years experience.

What if my records are disorganized or incomplete?
This is very common. You will be guided through what you will need to provide and ways you can obtain any missing items.

Will I be able to file my taxes with what I am provided?
Yes, you will receive completed financial statements which can be transmitted directly to your CPA. nancial Statement Catch-up
How do I do it?