Tax Accountant Handoffs
Seamless Tax Handoffs, Stress-Free Filing
At C² Accounting, we focus on accurate, well-organized books that make tax time smooth for both you and your tax preparer. Our team works hand-in-hand with your CPA or tax professional by preparing clean, reconciled reports, maintaining up-to-date financials throughout the year, and answering questions that may arise during filing season. Whether you already have a tax accountant or need help finding one, we ensure the handoff is seamless and your records are ready for review. Once your return is filed, we reconcile it to your books and lock the year, for a closed, compliant, and complete financial picture.
Pain Point
I’m scrambling at tax time
My CPA always asks for more info
I’m not sure if my books match my last return
I don’t have a tax person I trust
Tax season feels like a black hole
Our Solution
Year-round prep so nothing is last-minute
Clean reconciled reports and balance sheets ready to go
Post-filing reconciliation and year-end lock
Referrals to reliable tax pros we partner with
Clear communication and ongoing support from our team