A cleaner handoff for year end and tax work
Year-end should start with reconciled accounts and organized support. TenjaGo can prepare the bookkeeping file, resolve agreed issues, and coordinate the information required by the person responsible for the tax return.
Tax ready bookkeeping
We complete the agreed reconciliations, review outstanding balances, organize supporting records, and prepare schedules requested within the engagement. This can reduce avoidable back-and-forth when the return is prepared.
Corporate and personal tax preparation
Corporate and personal tax preparation is available for selected engagements after TenjaGo confirms the return type, jurisdiction, deadline, records, and professional responsibility. Work outside that confirmed scope may be referred to or coordinated with an external tax advisor.
Coordination with your existing accountant
If another firm prepares the return, TenjaGo can provide the agreed year-end package and respond to bookkeeping questions. Your tax advisor remains responsible for the advice and filings included in their engagement.
What to prepare
- Access to the accounting file and prior-year adjustments
- Bank, credit card, loan, payroll, and sales tax statements
- Major purchase, financing, and shareholder transaction details
- The tax preparer's request list and filing deadlines
- A contact who can approve adjustments and answer questions
Plan before the deadline
Contact TenjaGo as soon as you know the books need cleanup or the filing scope has changed. We confirm capacity and timing only after reviewing the file and required work.