Tax Support
& Readiness
Accurate, timely financial records that support efficient tax preparation and informed planning.
ABFI does not provide tax preparation or filing services.
We prepare and maintain complete, accurate, and well-documented financial records so clients and their chosen CPA can complete tax preparation efficiently and confidently.
When appropriate, we work cooperatively with the client’s CPA by answering bookkeeping-related questions and supplying organized documentation.
Proactive
Tax Planning
and Support—
Not Just
Once-a-Year
Filings
Most businesses experience taxes as a last-minute scramble because records are unclear or incomplete.
ABFI supports proactive tax planning by maintaining clean, reconciled books throughout the year, so clients and their CPA can plan ahead, reduce surprises, and make informed decisions — not react under pressure.
What’s Included
Tax Readiness Support
-
Preparing and maintaining accurate, reconciled financial records
-
Organizing year-end financials and supporting schedules
-
Reviewing books for completeness and consistency prior to CPA handoff
-
Providing documentation requested by the client’s CPA
-
Identifying accounting issues that may impact tax reporting
Year-End Close & Reporting Support
-
Year-end review of books for CPA readiness
-
Adjusting entries for depreciation, accruals, and corrections
-
Support with 1099 preparation by organizing records
-
Assistance with owner draws, distributions, and equity questions
-
Providing clean, organized support documents to the CPA
CPA Collaboration Support
-
Communicating with the client’s CPA regarding bookkeeping records and financial reporting
-
Responding to CPA questions related to transactions, reconciliations, and accounting details
-
Providing organized documentation requested by the client or their CPA in a timely manner
-
Helping clients understand CPA requests, recommendations, and next steps
-
Supporting clear communication between day-to-day bookkeeping and tax preparation
Planning & Issue Support
-
Providing accurate, up-to-date financial information to support tax planning discussions with the client’s CPA
-
Helping clients understand how business activity, timing, and financial results may impact tax planning considerations
-
Supplying historical data and reporting needed for CPA-led planning conversations
-
Assisting with documentation and record support in response to tax notices or inquiries, as directed by the client’s CPA
-
Clarifying bookkeeping records and transaction history when questions or discrepancies arise
Who This Service Is For
ABFI’s Tax Support & Readiness services are designed for business owners who want their financial records prepared accurately and maintained consistently so tax preparation is efficient, predictable, and free from last-minute stress.
This service is for leaders who value clean books, clear communication, and disciplined systems — so tax season is supported by reliable information and thoughtful planning conversations with their CPA, not confusion or surprise.
Ideal for:
-
Businesses that already use (or want to use) professional bookkeeping
-
Owners who feel rushed or stressed every tax season
-
Companies that need help ensuring their books are clear and ready for their CPA
-
Businesses that receive tax notices or corrections and need help clarifying records and documentation
-
Owners who want to understand how their financial activity impacts tax discussions — not just sign forms
-
Growing businesses that need better financial clarity to support profit and tax planning conversations
-
Anyone who wants tax time to feel organized, prepared, and under control
Scope Clarification
ABFI does not provide tax preparation or CPA services. Tax preparation is performed by independent CPAs engaged directly by the client. ABFI supports tax readiness by maintaining accurate records and assisting with documentation and communication.