How Jessica Croft Ensures Seamless Tax and Financial Compliance

Why Businesses Need a Bookkeeper Who Works Closely with Their CPA or Tax Preparer

Every business needs accurate financial records to file taxes, maximize deductions, and stay compliant with IRS regulations. However, many business owners struggle with messy books, missing documents, and last-minute tax season stress because their bookkeeping and tax preparation are disconnected.

A bookkeeper who works directly with a CPA or tax preparer ensures that financial records are:

• Accurate and tax-ready before tax season.
• Properly categorized for maximum deductions.
• Compliant with IRS and state tax laws.
  
  

This guide will cover why CPA-bookkeeper coordination is essential, common tax filing mistakes businesses make, and how Jessica ensures a smooth financial process.

How Jessica Croft Works with Your CPA or Tax Preparer

1. Reviewing Financial Records for Tax Accuracy

Jessica reviews all transactions, reconciles accounts, and ensures proper categorization before tax documents are sent to a CPA.

2. Providing Tax-Ready Financial Reports

Jessica delivers:

• Profit & Loss Statements – Summarizing income and expenses.
• Balance Sheets – Showing assets, liabilities, and equity.
• Statement of Cash Flows – Tracking money moving in and out of the business.
  
  

3. Preparing Year-End Adjustments

Jessica works with the CPA to adjust for:

• Depreciation and amortization expenses.
• Accrued expenses and prepaid costs.
• Final inventory and cost of goods sold adjustments.
  
  

4. Ensuring Proper Tax Categorization

Jessica ensures that:

• Taxable and non-taxable income is correctly reported.
• Business deductions are accurately categorized.
• Payroll and sales tax reconciliations match payroll provider reports and filed sales tax returns.

5. Answering CPA Questions and Providing Support

Jessica acts as a bridge between the business owner and CPA, answering questions and providing any additional financial records needed for tax filing.

Benefits of Professional CPA Coordination Services

1. Saves Business Owners Time and Stress

Jessica ensures that tax preparers have all financial documents ready, eliminating last-minute tax season panic.

2. Reduces Tax Preparation Costs

If financial records are disorganized, CPAs charge more for bookkeeping corrections. Jessica ensures that books are clean, reducing tax prep fees.

3. Ensures Maximum Tax Savings

Jessica ensures that books are up-to-date and reports are accurate with properly categorized transactions reducing the risk of audits and penalties and maximizing your tax deductions

Why Choose Jessica Croft for CPA and Tax Preparer Coordination?

1. Expertise in Tax-Ready Bookkeeping

Jessica ensures that all business financial records are accurate, organized, and ready for tax filing.

2. Works with All CPAs and Tax Preparers

Jessica collaborates seamlessly with any CPA or tax professional to ensure smooth tax filing.

3. Ensures Year-Round Compliance

Jessica provides monthly bookkeeping services to keep financial records updated year-round, not just at tax time.

4. Detail-Oriented and Proactive

Jessica proactively identifies and corrects financial discrepancies before tax season, ensuring seamless filing.

Ensure a Smooth and Stress-Free Tax Season with Expert CPA Coordination

Having a bookkeeper who works closely with your CPA ensures financial accuracy, tax compliance, and stress-free tax filing.