Tax Preparation and Planning
From the CPA Who Already Knows Your Books
If you're already working with Finvera Accounting on monthly accounting, payroll, or fractional controller support (or, even if you're not), we offer tax preparation for business returns and individual returns. No re-explaining your business. No handoff.
Schedule a Conversation About Adding Tax PreparationBusiness tax preparation · Individual tax returns · Proactive tax guidance
CAAS
Accounting
Fractional CFO
Advisory
Financial
Reporting
Tax
Planning
Tax
Preparation
What's Included
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
Individual Tax Return Support
We also prepare individual returns and provide proactive tax guidance and communication.
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
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.
- You're currently a Finvera client receiving ongoing accounting, payroll, or Fractional Controller services.
- You want your business tax preparation or your individual return handled by a firm that provides consistent and proactive tax guidance specifically tailored to your goals.
-
You're tired of waiting for your tax preparer to reach out to you or having to explain what happened during the year that might impact your tax return.
If you’re not yet a Finvera client and are looking for a standalone tax preparation service, please reach out! We are accepting new clients.
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
Reach out using our contact info or submit an inquiry through our website. We'll confirm scope — business return, individual return, or a combo of both.
We Prepare
If you're already a client, preparation starts from accurate numbers instead of a document-collection process. Otherwise, we collect the data from you and prepare the returns.
Review and File
You review the return, we file it, and provide proactive tax guidance to support your goals.
FAQs
Frequently asked questions
Does Finvera offer tax preparation now?
Yes. Business tax preparation services, and individual tax returns.
Can I sign up for tax preparation only, without another Finvera service?
Yes! Finvera provides tax-only services to clients that need it.
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. Finvera stays connected year-round by providing proactive tax communication and asking about tax goals and events that may be on the horizon.
Will I still work with Alanna directly?
Yes. Tax preparation services CPA support is delivered by Alanna.