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When should I give my tax preparer the books?

Bookkeeping & accounting basics

As soon as the year is closed, which for a calendar-year company means January or February rather than days before the deadline.

Preparers queue work. Arriving late means an extension, which is fine, but it also means less time to fix anything the review turns up.

We handle this for founders running US companies.

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Check your EIN confirmation letter (CP 575) first. If that is gone, look at a previously filed tax return, a business bank account application, or any 1099 you have issued. Your bank or your payroll provider will also have it on file.

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