Accounting and Tax Preparation,
From the CPA Who Already Knows Your Books
If you're already working with Finvera Accounting on monthly accounting, payroll, or fractional controller support, we now offer accounting and tax preparation for your business return and your owner return. No new provider. No re-explaining your business. No handoff.
Schedule a Conversation About Adding Tax PreparationBusiness tax preparation · Owner tax returns · Bundled with your engagement
CAAS Accounting
Fractional CFO Advisory
Financial Reporting
KPI & Metrics Tracking
Month-End Close
What's Included
This is accounting and tax preparation built on top of the bookkeeping, payroll, or Controller work we already do for you.
01
Business Tax Return Preparation
Preparation and filing of your business return, drawing directly from the books we already close and reconcile each month.
02
Business Owner Tax Return Support
Where it’s needed, we also prepare the individual returns tied to your business income, coordinated with your business filing so both are handled together instead of on separate timelines.
03
Built on Books We Already Manage
Because your transaction coding, reconciliations, and month-end close already run through Finvera Accounting, your return is prepared from accurate, current numbers, not a shoebox of documents handed over in March.
04
One Point of Contact
You still work directly with Alanna. The same person managing your monthly close and advisory sessions now also manages your filing, so nothing gets lost in translation between “your accountant” and “your tax preparer.”
Who This Is For
- You're currently a Finvera client receiving ongoing accounting, payroll, or Fractional Controller services.
- You want your business tax preparation, and owner return, handled by the same firm that already manages your books, instead of coordinating with a separate tax preparer each year.
- You're tired of your accountant and your tax preparer working from two different sets of numbers.
If you’re not yet a Finvera client and are looking for a standalone tax preparation service, reach out and we can talk about what makes sense for where your business is today.
Why Add Tax Preparation Through Finvera
01 One Set of Books, One Filing
02 Fewer Surprises at Filing Time
03 Business and Owner Returns, Coordinated
04 No New Onboarding
How it Works
Talk to Alanna
If you're an existing client, tell us you'd like tax preparation added to your engagement. We'll confirm scope — business return only, or business and owner returns together.
We Prepare From Your Existing Books
Because your books are already current, preparation starts from accurate numbers instead of a document-collection process.
Review and File
You review the return, we file it, and your monthly accounting and advisory relationship continues without a break in continuity.
FAQs
Frequently asked questions
Does Finvera offer tax preparation now?
Yes. Business tax preparation services, and owner tax returns where needed, are now available to clients already receiving ongoing accounting, payroll, or Fractional Controller support from Finvera.
Can I sign up for tax preparation only, without another Finvera service?
Not at this time. Accounting and tax preparation is offered as an addition to an active engagement, not as a standalone service.
What returns do you prepare?
Business returns, and business owner returns as needed, depending on how your business income flows to you personally.
How is this different from a typical outsourced tax preparation service?
Most outsourced tax preparation services start from scratch each year — collecting documents, reconciling your books, and getting familiar with your business before they can even begin. Because Finvera already manages your books, preparation starts from numbers we’ve maintained all year.
Will I still work with Alanna directly?
Yes. Tax preparation services CPA support is delivered by the same team already handling your accounting, payroll, or Controller work, not a separate department or outside preparer.
Already a Finvera Client? Ask About Adding Tax Preparation.
Business tax preparation services and owner return support are available as an addition to your current engagement. Contact Alanna to discuss scope and timing.