It’s not just you: bookkeeping is really, really easy to put off. That’s why we complete months (or even years) of overdue bookkeeping—fast.
Tax time pro? First-timer? Wherever you’re at, you're covered. We'll work with your current tax solution, or set you up with a trusted CPA if you're just starting out.
When it comes to filing, there are a lot of moving parts. That’s why we deliver one tidy package at tax time to help you get organized and ready to file.
Tackle tax time with customized support
There’s a lot to get organized at tax time. The good news? We bring it all together for you. We call it the Year End Financial Package, and it’s your golden ticket for a stress-free tax season.
- See the big picture, annotated
The Year End Financial Package opens with crystal clear notes and an overview of your business. It’s everything accountants need to understand your business, make adjustments, and sniff out every deduction.
- Get the nitty-gritty details, delivered
Also included? Up-to-date financial records for your business. Your Year End Financial Package includes your Income Statement, Balance Sheet, General Ledger, Trial Balance, and Journal Entry Summary—together at last.
You know your business best. That’s why we’re flexible, collaborative, and supportive. Wherever you’re at, we’ll work with you to get you organized and filed with total confidence. No stress required.
- Work from a clean slate
No idea where to start with tax time and filing? Talk to us. We’ll bring you up to speed, take care of the tricky stuff, and connect you to a trusted CPA to help get you filed.
- Or, take the lead
Already working with a CPA? We’ll give them direct access to your Bench account and financial info. That means less check-ins for you, and more time for your CPA to maximize your refund.
What tax professionals are saying