Once a tax professional refers a client to us for bookkeeping services, we will not accept for our tax services that client, nor any other of their existing or recent clients, unless the tax professional leaves the practice or directly requests us to take on the client. We value your referral business and will continue to earn your trust.
Free of charge, we will provide you with all of the records you reasonably require to prepare the client's income taxes, including Schedule C type summary information in CSV format that you can upload into your tax software. If your tax software has special file format requirements, let us know and we will be happy to convert the summary information into that file format when possible.