Tax Support Built for Clarity, Preparation & Compliance

Professional Tax Support for Businesses

Graddles provides tax support services designed to help businesses organize their financial information, understand tax-related requirements and prepare accurate records for tax season.

Our role is focused on preparation, review, planning and documentation support. We do not submit or file tax returns on behalf of clients. Where formal filing is required, your records can be prepared for submission by your accountant, CPA, tax adviser or other appropriately authorized professional.

Tax Preparation Support

Good tax preparation starts with complete and accurate financial records. We help review and organize the information your tax professional may need so the filing process can be more structured and efficient.

Tax Preparation Support Can Include

• Financial record organization
• Income and expense summaries
• General ledger review
• Transaction categorization review
• Bank and credit card reconciliation review
• Accounts payable and receivable summaries
• Fixed asset schedules
• Expense documentation review
• Supporting document organization
• Tax-ready financial reports
• Identification of missing financial records

Tax Planning Support

Tax planning helps businesses understand how financial decisions may affect future tax obligations. We can organize financial data, review business activity and prepare information that supports discussions with your qualified tax adviser.

Tax Planning Support Can Include

• Year-to-date financial review
• Income and expense analysis
• Cash flow review
• Business expense tracking
• Estimated financial summaries
• Tax-period readiness reviews
• Scenario reporting for management discussions
• Supporting schedules for tax professionals

Tax Compliance Readiness

Missing documents, unreconciled accounts and inconsistent transaction records can make tax season more difficult. We help businesses improve their recordkeeping and prepare documentation so tax-related compliance work can be handled more efficiently.

Compliance Readiness Can Include

• Books and records review
• Reconciliation checks
• Financial statement preparation support
• Document organization
• Transaction classification review
• Recordkeeping process improvements
• Tax document checklists
• Preparation of supporting schedules

Sales Tax & Indirect Tax Support

For businesses that collect sales tax or similar indirect taxes, we can help organize transaction data, review taxable sales records and prepare summary reports for further review by the appropriate tax professional.

We can also help identify inconsistencies between sales systems, accounting records and tax-related reports so issues can be addressed before formal submission.

Payroll Tax Record Support

Where payroll-related tax records are relevant, we can help organize payroll reports, reconcile related accounts and prepare summaries that can be reviewed by your payroll provider or tax professional.

Business Tax Record Cleanup

If your books are behind or inconsistent, we can help clean up financial records before tax-related work begins. This can include correcting categorization issues, reviewing reconciliations and organizing supporting documentation.

Tax Documentation & Reporting

We prepare clear financial summaries and supporting schedules that help business owners and tax professionals understand the underlying records more easily.

Reports Can Include

• Profit and loss statements
• Balance sheets
• General ledger reports
• Expense summaries
• Income summaries
• Asset schedules
• Accounts receivable reports
• Accounts payable reports
• Reconciliation summaries
• Custom financial schedules

Coordination With Your Tax Professional

If you already work with an accountant, CPA or tax adviser, we can help prepare and organize the financial information they require. This can reduce unnecessary back-and-forth and help create a smoother tax preparation process.

Why Choose Graddles for Tax Support?

Graddles combines accounting support, financial organization and business process expertise to help clients maintain cleaner records throughout the year. Our focus is on making your financial information accurate, organized and ready for professional tax review.

Tax laws and filing requirements vary by jurisdiction. Tax return preparation, signing, submission and regulated tax advice should be handled by an appropriately qualified or authorized tax professional where required.