Tax Preparation

Supporting Your Existing Tax Strategy

Tax season shouldn’t be a scramble. Yet many business owners find themselves paying high hourly rates for their CPAs to sort through months of disorganized transactions and incomplete records.

Sound familiar? You’re not alone. Our clients typically saved 20–30% on their tax preparation fees after partnering with us—simply because their CPAs could focus on tax strategy rather than basic organization.

What We Offer

Record Organization For Your CPA

We maintain pristine financial records throughout the year, organized exactly how your CPA needs them. From properly categorized expenses to complete supporting documentation, we ensure every transaction is audit-ready and positioned to maximize available deductions. Come tax season, we also work hand-in-hand with your CPA to ensure your business is fully compliant.

Expense Tracking and Categorization

Never miss a deduction again. We meticulously track and categorize your expenses according to current tax regulations, maintaining detailed documentation that supports every claimed deduction. Our proactive approach means you’ll have a clear understanding of your tax position long before the year’s filing deadlines.

1099 Preparation and Filing

Contractor payments should not be a compliance headache. We track your 1099-eligible payments all year, prepare the required forms, and handle the filing process to ensure you meet all IRS deadlines without the last-minute rush.

The Havlik Difference

Most bookkeepers simply organize receipts—we serve as your financial partner and liaison with your CPA. Our team maintains ongoing communication with your tax preparer, ensuring your books align perfectly with their requirements and preferences. This collaborative approach means no more back-and-forth during tax season, saving you time, money, and sanity.

Become Tax-Ready Year Round

Whether you’re looking to optimize your current tax preparation process or establish a robust system from scratch, we’re here to help. Our mission is to transform tax season from a stressful scramble into a smooth, predictable process.

Drop us a line for a free consultation and discover how Havlik Bookkeeping can help you achieve year-round tax readiness while maintaining the highest standards of financial accuracy and compliance.