THE CPA-READY FILE
Less back-and-forth starts
with better preparation.
The exact documents depend on the business and the CPA’s requirements. For business tax preparation in Richmond, these are common starting points—not a substitute for an engagement-specific request list.
Your accounting records
- Access to the accounting system or available bookkeeping records.
- Bank and credit-card statements for the relevant period.
- Profit-and-loss, balance-sheet, and reconciliation reports, where available.
- Loan statements, asset purchase records, and inventory information where relevant.
Your business context
- Prior-year returns and any notices relevant to the engagement.
- Entity and ownership information, including changes during the year.
- Payroll reports and contractor payment records where applicable.
- Questions, unresolved transactions, and known filing deadlines.
Use the initial form for a short enquiry. Do not send tax returns, Social Security numbers, or sensitive financial documents through it. Document exchange is arranged after the review.
QUESTIONS BEFORE YOU COMMIT
Looking for a CPA in Richmond Texas?
Start with clear answers.
Is Korven Consulting a CPA firm in Richmond, Texas?
No. Korven Consulting provides bookkeeping, financial preparation, and advisory support. We collaborate with a licensed CPA partner for tax return preparation, review, and filing. The CPA partner’s role is distinct from Korven’s work, and the engagement identifies who is responsible for each part.
Who prepares my file, and who files my tax return?
Korven organizes and reconciles the accounting records and prepares the supporting file. With your authorization, we forward it to the licensed CPA partner and coordinate questions. The CPA partner handles the agreed tax return preparation, review, and filing after you review and approve the return.
Can you help a Richmond small business with bookkeeping and taxes?
Yes. We can combine ongoing bookkeeping or catch-up work with CPA filing coordination. The scope depends on your records, entity, tax year, and deadlines. You can request the accounting support on its own or discuss a coordinated process through filing.
Do you support LLCs and S corporations?
Yes. We help organize accounting records for LLCs, S corporations, and other small business structures. The licensed CPA partner determines the appropriate tax treatment and return requirements. We do not assume that every LLC files the same way.
What if my books are behind or incomplete?
Start there. We assess the missing periods, available records, and reconciliation work before promising a filing timeline. Korven can complete agreed catch-up bookkeeping and prepare a cleaner handoff for the CPA. Tell us about any deadline or tax notice at the start.
Can I keep my existing CPA?
Yes. If you already have a CPA you trust, Korven can handle bookkeeping, cleanup, and file preparation while your CPA continues to handle the return. We coordinate the supporting information with your authorization.
Can the CPA partner handle my personal return as a business owner?
Owner personal returns can be discussed as part of the engagement with the CPA partner. Confirm the return types, states, complexity, and fees before work starts. A business bookkeeping engagement does not automatically include every owner’s personal tax return.
How much does bookkeeping and CPA filing coordination cost?
The quote depends on the number of entities and accounts, the condition of the books, the periods involved, and the filing work required. The initial review helps define that scope. Ask for a clear breakdown of Korven’s work, the CPA partner’s services, and any separate fees.
Do I need to visit an office in Richmond?
The initial review and ongoing coordination can be handled remotely. We agree on the communication and document-sharing process during onboarding. Contact us before arranging an in-person visit.
What should I send for the free tax review?
Start with your name, the type of help you need, how your business is taxed if you know, and any deadline. You can add a short note. Do not upload or send sensitive tax documents through the initial enquiry form; we arrange the appropriate document exchange afterward.