Bookkeeping first. Taxes handled.
Tax-ready books—and tax filing when you need it.
Easyfin keeps bookkeeping at the center, then prepares and files business tax returns when that is the right fit. Already have a CPA? Easyfin can maintain the books, prepare the year-end package and work directly with your tax professional.
Tax-ready bookkeeping
Reconciled accounts and organized records create a dependable foundation before return preparation begins.
Return preparation
Business tax returns are prepared from complete, reviewable financial information within the agreed scope.
Electronic filing
Completed returns can be filed for you, with deadlines and required information clearly coordinated.
Work with your CPA
If you prefer your current CPA, Easyfin provides clean books, an organized handoff and direct bookkeeping support.
The Easyfin tax strategy
One clean financial record. Two flexible ways to finish tax season.
Bookkeeping remains the foundation. From there, choose complete bookkeeping and tax preparation through Easyfin, or keep your existing CPA and let Easyfin make the handoff effortless.
Keep the books current
Accounts are reconciled and documentation is organized throughout the year, reducing last-minute corrections.
Choose your tax pathway
Easyfin can prepare and file the return, or coordinate the year-end package with the CPA you already trust.
Resolve questions quickly
Because the bookkeeping and supporting records are organized, open items can be answered without weeks of avoidable back-and-forth.
Flexible by design
Tax support that works with your existing setup.
The service fits owners who want everything from one local partner as well as businesses that already have a CPA and need dependable bookkeeping support.
A strong fit for
- Bookkeeping clients who want tax preparation and filing from one provider
- Businesses that want to keep their current CPA
- Owners with unreconciled or incomplete year-end records
- Companies that want to remain tax-ready throughout the year
Clear answers
Frequently asked questions
Straightforward information before we discuss the details of your business.
Does Easyfin prepare and file tax returns?
Yes. Easyfin can prepare and file business tax returns within the services offered and the scope confirmed after an initial review. Bookkeeping remains the core service and provides the foundation for accurate tax preparation.
Can Easyfin work with my current CPA?
Absolutely. If you already have a CPA, Easyfin can maintain and reconcile your books, organize the year-end package and coordinate directly with your CPA when bookkeeping questions arise.
What if I do not have a CPA?
Easyfin can provide bookkeeping, tax preparation and filing through one coordinated relationship, subject to confirming that your return fits the services offered.
What information is needed for tax preparation?
The exact list depends on the business and return. It commonly includes reconciled bookkeeping records, prior-year returns, entity and owner information, payroll or contractor records, asset activity and relevant supporting documents.
Can Easyfin help if my books are behind?
Yes. Easyfin can assess the records and propose a defined catch-up or clean-up project before preparing the return or handing the books to your CPA.
Does Easyfin provide legal or audit services?
No. Easyfin provides bookkeeping and tax preparation and filing within the agreed scope. Legal services and audit or assurance services are not offered. Specialized matters may be coordinated with the appropriate professional when needed.