USA tax preparation

Tax Ready Books and Filing Support

Organized, tax ready financials and filing support so tax season is faster, cheaper, and far lower stress, with deductions captured all year.

Book Free Consultation Call +1 (832) 240-0830

QuickBooks ProAdvisorXero Certified AdvisorUpwork Top Rated1500+ Clients

Overview

Tax time made simple

Most tax stress comes from disorganized books, not the tax itself. We keep your records clean and categorized all year so deductions are captured, then hand your accountant a complete, organized package, or support your filing directly, so nothing is missed and nothing is a scramble.

What's included

What tax preparation support includes

Tax ready books

Clean, reconciled, organized financials ready for filing.

Deductions captured

Expenses categorized all year so eligible deductions are not missed.

Document organization

Records and support organized and ready if ever questioned.

Accountant handoff

A complete package for your CPA, or direct filing support.

Is this you?

This is for you if

Tax season is a yearly scramble
You worry you are missing deductions
Your accountant charges extra to clean up your books
You want to hand over a clean, complete package

Why HOLO

Certified, remote, and accountable

Clean bookkeeping is what makes tax easy and cheap, and it is what we do all year. Certified, Upwork Top Rated, 1500+ businesses served. This is general support, not a substitute for a CPA where one is required.

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Try it free

See it work on your own numbers

Free tool

Bank statement to P&L

Upload or paste a bank statement and instantly get categorized transactions and a live profit and loss. Private, in your browser.

Open the P&L tool →Free tool

Receivables aging report

Paste your open invoices and see who owes you and how overdue it is, with a ready to work chase list. Private, in your browser.

Open the receivables tool →

Related services

Often paired with

Monthly Bookkeeping Catch-Up Bookkeeping Bookkeeping Cleanup Financial Reporting

Explore

Where to go next

All Services Industries Service Areas Blog About Contact P&L Tool Receivables Tool

FAQ

Common questions

Do you file my taxes for me?

We prepare tax ready financials and support filing. For complex returns we coordinate with your CPA.

How do you help me capture deductions?

By categorizing expenses correctly all year, so eligible deductions are organized and ready.

Can you clean up my books before tax time?

Yes, catch-up and cleanup get you tax ready fast.

Do you work in all states?

Yes, remotely across all 50 states.

Want a calm, fast tax season?

Book a free consultation and we will get your books tax ready and keep them there.

Book Free Consultation Call +1 (832) 240-0830