Finance tool · Virtual CFO · reads your Company Memory

Tax-Prep Handoff Pack

Paste your year so far — P&L totals, the big purchases, mileage, home office, the works. Get an accountant-ready handoff: what's documented, what's still missing (marked [confirm]), and the questions your CPA is going to ask. Educational structure, not tax advice.

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Your year so far

totals, big buys, mileage, home office

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AI reads it once

sent once · nothing stored

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A handoff pack

documented · missing · CPA questions

It sorts what you paste into your own accounts, lists what your accountant will need before they can file, flags the gaps as [confirm], and writes out the questions coming your way — so the handoff is a clean folder, not a shoebox.

Watch the 90-second build

Paste your year so far — income and expense totals, big purchases, mileage, home office, anything unusual. Rough is fine.

🔒 What this touches: the year you paste, plus your saved Chart of Accounts and Company Memory, are sent once to an AI model to build the pack. It shows here; nothing is uploaded or stored on a server, no account, no database. This is educational structure to get you organized for your accountant — not tax or financial advice, and it doesn't replace your CPA or file anything for you.

Building your pack… 0.0s

Draft — a rough read you confirm before it goes to your CPA

The handoff pack

Still missing — chase these down

Questions your CPA will ask

✓ Sorted into your Company Memory — the Chart of Accounts and facts you set up once. Everything marked [confirm] is yours to verify; nothing here is filed or final until your accountant signs off.

This is your Virtual CFO compounding → Build your Chart of Accounts once and every finance tool — this pack, your P&L snapshot, the reconciler — reads the same accounts. See the whole Run the Business path.

Why the handoff, not the return, is the real job

Nobody dreads their taxes because the math is hard — the accountant does the math. They dread the week before: digging for the van receipt, guessing at the mileage, remembering what that $24,000 in March actually was. The return is an afternoon. The scramble to get ready for it eats a month of Sundays.

This turns the scramble into a paste. It reads your year back through your accounts, tells you plainly what's already documented and what your accountant still needs, marks every gap as [confirm] so nothing gets quietly guessed, and lists the questions your CPA will ask before you're on the call. You walk in with a folder, not a shoebox.

Documented vs. missing, splitTwo clean lists: what you've got proof for, and what still needs a receipt, a log, or a number. No more finding the gap on the accountant's clock.

Nothing guessedEvery unknown — a real cost basis, a business-use percentage, a date — comes back as [confirm], not a made-up figure. The pack organizes; you verify.

The questions, before the callWas the van new or used? What's the home-office square footage? Those show up in the pack, so you answer them once instead of over three emails.