What is Filing Readiness?

Filing Readiness is the short, guided process we run at year-end to get your business ready to file its tax return. The goal is simple: make sure your books are finalized and we have everything we need about your tax situation, so your return is accurate and gets filed on time — without a last-minute scramble.

When it happens

Filing Readiness kicks off after your tax year ends, as filing season approaches. We reach out when it's time — you don't need to track the timing yourself. Because there's real work on both sides (yours and ours) before a return can go out, the earlier we start, the more comfortable the runway to the deadline.

Who you'll work with

You'll be assigned a tax contact — the person who guides you through Filing Readiness and answers your questions along the way. They'll let you know what's outstanding, walk through anything that's unclear, and keep your return moving toward filing.

Part of the process is a short meeting — usually around 45 minutes — to go over your year, confirm the details of your tax situation, and clear up any open questions. It's a working conversation, not a test; come as you are and we'll fill in the rest together.

Your two tasks

Almost everything we need from you falls into two buckets:

1. Your tax questionnaire — a set of questions about your business and tax situation for the year (ownership, entity details, major changes, anything that affects your return). Your answers tell us how to prepare the return correctly.
2. Your documents — the supporting paperwork we need to back up the numbers and complete the return. We'll tell you exactly what to gather.

Knock out those two things and you've done the bulk of your part.

What's next