Turn scattered records into a tax-ready package
A year-end project that organizes income, expenses, contractor records, payroll documents, assets, and open questions before tax preparation begins.
Business owners approaching tax season with incomplete or scattered records.
Clear scope, written pricing, accurate credentials, connected service routing, and one workspace for the work that follows.
Common reasons clients request this service
A clear, practical scope
Choose the level of support that fits
Readiness Review
Businesses with mostly current books
Readiness Cleanup
Businesses needing organization before filing
Prices are provided after GAD reviews scope, complexity, volume, software, deadlines, and any third-party costs. No paid work begins without written approval.
One connected path from request to completion
Tell us what you need through the chatbot, service form, or free consultation.
Meet with a GAD representative to review your goals, current situation, budget, and timeline.
Receive a written action plan, recommended scope, pricing, and next steps before work begins.
Track requests, progress, documents, and deliverables through the connected GAD workspace.
Frequently asked questions
Is this the same as tax preparation?+
No. Readiness organizes the records and open questions needed before the return is prepared. Tax preparation is a separate step or engagement.
Related resources
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Let’s identify the right scope before you spend.
Schedule a free consultation to discuss the situation, expected deliverables, timing, and whether this service is the right fit.