What's included in the books review?

Know what’s wrong with the books so you know what to fix to get them tax-season ready.

We Review:

  • Financial reports

  • Tax return (for corporations)


You'll Receive:

  • Quote for cleanup services

  • Video summary of issues that need attention

To know before you purchase a review

When are reviews completed? Reviews are completed on Tuesdays.

MUST HAVE BEFORE PURCHASING: Make sure you have accountant access to Quickbooks Online before purchasing

What happens next?

  1. Click the button below to complete the Books Review Questionnaire for each entity that needs a review.  (Ex. if it's 2 businesses that are filed separately on taxes, purchase 2 reviews.)

  2. Complete payment at the end of the questionnaire

  3. You'll get emailed instructions on next steps and how to provide us secure access to any relevant documents (ex: Form 1120S)