Ask Maxi · Bookkeeping
What is the difference between a bookkeeper and a tax preparer?
A bookkeeper records what happened. A tax preparer reports it to the government. Most small businesses need both, and the handoff between them is where things usually go wrong.
Bookkeeping is monthly: categorizing transactions, reconciling accounts to statements, tracking who owes you and what you owe, producing a profit and loss you can actually read. Tax prep is annual: taking those numbers and filing the return.
The failure mode is familiar — a shoebox arrives at a preparer in March, the preparer bills for cleanup at tax-prep rates, and nobody looked at the numbers during the year when a decision could still have changed the result.
That is why our Taximum Value Plans put both on one monthly price. The books are clean every month and the return is filed by the same people who kept them, so nothing gets translated twice.
Want us to handle this for you? Bookkeeping + Tax →