Business facts
What it is
A tax-readiness service that organizes documents and transactions, identifies gaps, prepares estimates and review packets, and routes consequential tax work to qualified professionals.
Who it serves
- Freelancers and solopreneurs
- Small-business owners
- CPA and bookkeeping firms preparing client records
The AI guide
Tax Readiness Guide: organizes supplied records, explains missing-item prompts, and prepares questions for licensed professional review Tax Readiness Guide is an AI.