What you can discuss now
Bookkeeping cleanup, reconciled financial reports, payment-processor summaries, document indexing and schedules for handover to your US tax preparer. Start with the entity type, tax year, state or states involved and the condition of your books.
What a records pack can include
- Profit and loss, balance sheet and supporting ledger.
- Bank and card reconciliations with outstanding items.
- Schedules for equipment, loans and owner movements.
- A clear question list for the tax preparer.
Return preparation, filing and representation
This page does not claim that QTax holds a CPA, enrolled-agent or attorney credential, or that an IRS-authorised e-file arrangement is established. Before accepting direct tax-return work, the engagement must identify the responsible preparer, applicable credentials and registrations, filing arrangements and any state-specific requirements.
Paid federal return preparation generally requires a valid PTIN. Representation rights depend on the practitioner’s credentials and qualifications. Read the IRS explanation of preparer qualifications and PTIN requirements.
Get ready for a preparer
Read the US tax-record handover guide →. No guaranteed refund, tax saving or representation outcome is offered.
Request a scope and fee
Tell us your country, business type, reporting period, software and approximate monthly transaction volume. Please do not include identity numbers, account passwords or private documents in an initial message.
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