Free Tax-Ready Check
Find out what's wrong with your books before tax season.
Free. A one-page written report in 2 business days. No sales call needed.
- No card, no obligation
- No passwords needed
- Secure client portal
- 6+ years of U.S. tax work
How it works
Three steps, all online
- 1
Fill in the short form
Name, email, phone and what you can send. It takes about a minute.
- 2
Upload through my secure portal
I email you an invite to my secure client portal, where you upload your return or reports. Or invite me as an accountant user in QuickBooks or Xero. I never ask for passwords.
- 3
Get your one-page report
Within 2 business days of getting your return or access, you get a written report. Then you decide if you want help.
What's in the report
One page, in plain English
What's missing, what's in the wrong place, what needs fixing before filing, and questions worth asking.
- Missing records: statements, closing documents and receipts the return will need
- Miscategorized transactions: income, fees, loan payments and personal spending in the wrong place
- Reconciliation gaps: accounts where the books and the bank don't agree
- S-corp items: reasonable salary, payroll and whether an accountable plan is in place
- Deadlines coming up: estimated taxes, W-2s and 1099s, and your return's due date
Tax-Ready Check
Sample Rentals LLC
Bottom line: about 3 months of catch-up before the books are ready for the tax return.
Missing records
- Bank statements for October and November 2026
- Closing statement for the second property, needed for depreciation
Miscategorized
- Airbnb payouts recorded net of fees, so income and fees both look too low
- Mortgage payments booked entirely as an expense, including the principal
Reconciliation gaps
- Business checking reconciled only through July 2026
- Credit card balance in QuickBooks does not match the statement
S-corp items
- No owner salary on payroll yet this year: reasonable salary needs a look
- Phone and home office paid personally, with no accountable plan on file
Deadlines coming up
- January 15, 2027: 4th quarter estimated tax payment
- February 1, 2027: W-2s and 1099-NECs due (January 31 falls on a Sunday)
- March 15, 2027: S-corp return (Form 1120-S) or extension
Sample, fictional business. Every real report is written for the business that asks for it. General information, not tax advice for your situation.
Client story
Hear it from a client
"Taz is a huge asset to my company because he's an amazing bookkeeper who's helped me to become more organized with my bookkeeping and my financial statements."
Lance Smith
Owner of Claysmile LLC. I reviewed and cleaned up his books and built his tax plan.
Read Lance's full story and transcriptEvery situation is different. Results are not typical or promised.
Who it's for
Made for owners who want to file with confidence
Rental hosts and landlords
Airbnb and VRBO hosts and long-term landlords who want income, fees and property costs recorded right before tax time.
S-corp owners
Owners who want to know if salary, payroll and reimbursements are set up the way the return needs them.
Small businesses that are behind
Books a few months behind, or caught up but you're not sure they're right. Restaurants, contractors, clinics and service businesses included.
Working with a remote bookkeeper
How your information stays safe
You'd be trusting your books and tax information to someone you haven't met yet. Here is exactly how that works with me.
Remote from Dhaka, on U.S. hours
I live and work in Dhaka, Bangladesh, and work only with U.S. clients, during your business hours: mornings into early afternoon and again in the evening, in every U.S. time zone. For example, 8 AM to 2 PM and 7 PM to 11 PM Eastern (standard time).
I never ask for your passwords
Not for your bank, not for QuickBooks. You invite me as an accountant user, and you can remove me any time.
Documents go through a secure portal
Your files come through my secure client portal, with your own login. Never email attachments, and never stored on this website.
Two-step login on every account
Every account I use for client work has two-step login turned on.
A written engagement letter first
You get a written engagement letter before any paid work. An NDA is available on request.
Month to month
No long contract. You can cancel any time.
A real person you can reach
A U.S. phone number, (210) 796-8679, plus WhatsApp. And you can see me on a video call before you decide anything.
Experience you can check
6+ years of U.S. tax work. QuickBooks Online ProAdvisor and Gusto Payroll Advisor.
I'm a U.S. tax preparer and bookkeeper, not a CPA or enrolled agent, and I don't promise savings, refunds or audit outcomes. What I am, and what I am not.
FAQ
Questions before you ask
Is it really free?
Yes. No card and no catch. It's a way to see how I work before you decide anything.
What do I send?
Last year's tax return, or accountant access to your QuickBooks Online or Xero (you invite me, so I never need your password). After you fill in the form, I email you an invite to my secure client portal, where you upload what you have. Recent bank statements help if your books are behind.
Do I have to hire you after?
No. The report is yours to keep. Use it yourself, share it with your current bookkeeper or CPA, or ask me for a fixed quote before any work starts.
Is this tax advice?
No. It's a general review of your books and records, not tax advice for your situation, and it doesn't promise any savings or refund. It shows what needs attention so you can decide what to do next.
Who are you?
I'm Taz, a U.S. tax preparer and bookkeeper with 6+ years of U.S. tax work, working remotely from Dhaka, Bangladesh, during U.S. business hours. Read more about me.
Free Tax-Ready Check
Request your free Tax-Ready Check
I reply within one business day (U.S. hours) with your invite to my secure client portal.
Your request didn't go through. Please try again, or email taz@bookkeepingbehance.com.
General information, not tax advice for your situation.