Servies We Do Not Provide

Services Outside Our Scope and How We Coordinate With Your Tax & Payroll Providers

Illustration explaining bookkeeping services offered and not offered, showing bookkeeping, cleanup, and reports approved, while payroll and tax services are marked as not provided.

IRS Representation / Audit Defense

Our job is to keep your books clean, accurate, and audit-ready. However, we do not act as Power of Attorney and cannot represent you in IRS audits, appeals, or tax court matters. If an issue ever comes up, we make sure your books are complete and organized, and we will fully coordinate with your CPA or tax attorney to support the process.

Formal Tax Strategy or Advisory

We maintain accurate books and tax-ready financials, but we do not provide advanced tax strategy. That includes entity selection, long-term tax planning, deductions planning, and tax-saving design. For that, your CPA or tax advisor is the best resource. We’re always happy to work directly with them to ensure they have clean, reliable data for their recommendations.

Certified Financial Audits

We provide professional, executive-ready financial reports, but these are not CPA-certified financial audits. If your lender, investor, or agency requires a formal audit, we’ll ensure your records are fully updated, organized, and audit-ready to make the CPA’s job smooth and efficient.

Tax Return Preparation

We do not prepare federal or state tax returns of any kind. Instead, we work closely with your tax preparer or CPA by delivering clean, accurate books, year-end reports, and full documentation so your return can be completed quickly and correctly.

Payroll Support

We do not run payroll in-house. However, we fully support your preferred payroll provider (Gusto, ADP, QuickBooks Payroll, etc.) by making sure your payroll entries, taxes, and reports are reconciled correctly in your books. You keep your payroll provider — we ensure your books match their records perfectly.