Seamless & Stress-Free Tax Preparation Support Services for Small Businesses

If tax season sneaks up on you every year, you’re not alone. Keeping track of deductions, deadlines, and documents can feel overwhelming, but that’s where we come in. At The Boutique COO, we help organize everything behind the scenes so when it’s time to file, your accountant has everything they need with no last-minute scrambling required.

HOW OUR VIRTUAL ASSISTANTS SUPPORT YOUR TAX PREPARATION

Document organization & filing

We ensure all tax-related documents are collected, categorized, and stored correctly:

  • Organizing receipts & financial statements for easy access

  • Tracking expenses & categorizing transactions for accuracy

  • Compiling reports for business and payroll tax preparation

Deadline management & compliance support

We track tax deadlines, manage reminders, and ensure timely submission to help businesses avoid penalties and late fees:

  • Preparing tax forms for accountant review

  • Ensuring compliance with tax regulations

  • Tracking and managing quarterly tax deadlines

Collaboration with tax accountants

Our virtual assistants work closely with accountants and tax professionals, providing them with well-organized records and expense tracking reports to ensure accurate filings:

  • Syncing financial records with tools like Gusto & ADP

  • Generating financial reports for strategic tax planning

  • Compiling data for accurate tax returns & deductions

Why choose The Boutique COO for tax preparation?

Investing in tax preparation ensures:

Save time & eliminate stress with professional tax document organization

Ensure compliance by tracking tax deadlines & submissions

Streamline financial reporting for accurate

Make tax season simple.
Let The Boutique COO handle the tedious tax documents.

Tax Prep FAQs:

  • No, we’re not CPAs and we don’t file taxes, but we prepare and organize everything so your accountant can file quickly and efficiently.

  • No, we are not licensed CPAs, but we specialize in financial organization and tax preparation support. Think of us as the bridge between you and your CPA.

  • A CPA offers tax strategy, compliance, and filing services. Our Staff Accountants prepare and organize your financial documents, provide bookkeeping, and reconcile your bank statements, ensuring you have everything you need before handing things off to your CPA.

  • No problem! We work with a variety of accounting platforms and can adapt to your existing system.

NEED MORE HELP WITH ACCOUNTING OR FINANCE TASKS?

Not only are we a tax accountant for small business, we also offer a wide range of financial support services to help your business grow.

ORGANIZE YOUR BUSINESS’ FINANCES & STAY AHEAD OF TAX DEADLINES! THE BOUTIQUE COO HAS A HIGHLY QUALIFIED TAX PREPARERS NEAR YOU TO HELP YOU GET IRS-READY WELL BEFORE THE DUE DATE.

NOT QUITE SURE YET?

Our Early-Stage Incubator Program is a great place to start.

Made for owners and founders who are:

→ Just starting out

→ Working with a lower budget (typically ~$500 or less / month)

→ Want to test out working with us before diving in