What is in the tax package I send my accountant?

The CPA package is a PDF an accountant can start from. Page one, marked "Prepared for CPA review", lists the business, entity, period, any missing or late source, and the contents. Then: gross and net, expenses by category, quarterly estimates, a Schedule C view, depreciation and mileage, meals at fifty percent, and where each number came from. Year-End Close adds the CSVs and a close checklist. Review the stated basis with your accountant; a balanced export does not prove every record is complete. Three journal files are offered: QuickBooks Online (create the accounts there first), Xero US (matching account codes, Tax Exempt rate), and a spreadsheet copy with totals. The 1099-NEC summary lists the contractors you paid and whether each has a W-9; card payments stay off it, and DeskOps does not decide who is a contractor or file anything.