hand-off-to-my-tax-preparer

What problem does it solve?

It turns your completed bookkeeping into a complete, tax-preparer-ready year-end handoff package, with required gatekeeping to ensure your books are clean before anything gets assembled.

Core Features & Use Cases

• Audit-gated handoff workflow: Runs audit-my-books first and stops on recon breaks, open items, and other audit blockers so you don’t pass messy books to your preparer.
• Full tax tie-out package generation: Creates a trial balance, per-account reconciliation rollups, fixed-asset and depreciation schedules, a 1099 list, and an R&D classification when eligible.
• Book-to-tax difference support: Produces M-1 adjustment candidates (meals, stock-based comp timing, accrual-to-cash deltas, federal income tax, deferred revenue, and non-deductibles) with judgment-call notes for preparer review.
• Optional sharing and communication: Optionally mirrors the handoff folder to Google Drive and drafts a Gmail/Outlook email to your preparer (never sends).

Quick Start

Run the skill with your fiscal year and preparer details (and confirm monthly closes are complete) to generate the handoff package in handoffs/tax-{year}/.