Accounting · Tax-ready books
Tax-ready books and a clean year-end package for your CPA.
Important: TechBrot is a bookkeeping and advisory firm — not a CPA or tax-prep firm. We keep your books tax-ready, file 1099s, and build the year-end CPA handoff — then your CPA files and advises.
We keep the books tax-ready & coordinate · Your CPA files and advises
Certifications
Current certifications held by TechBrot’s founder, who reviews every engagement: QuickBooks Online Level 2 and QuickBooks Payroll — verification on request. Intuit’s ProAdvisor program becomes ProPartner Accountants in early 2027; the certifications continue.
What we do at tax time — and what your CPA does.
Tax season has two halves, and TechBrot only does one of them. We do not prepare or file your income-tax return, give tax advice, or represent you before the IRS; that is the work of a CPA, EA, or tax attorney. What we do is the bookkeeping half: keep the books accurate and tax-ready year-round, prepare and file your 1099 information returns, build the year-end CPA handoff package, keep the sales-tax records and reconciliations your tax professional files from, and coordinate directly with your CPA or EA so their job is faster and cheaper.
Income-tax returns, tax advice, and IRS representation are performed by a licensed CPA, EA, or tax attorney, not by TechBrot.
The bookkeeping side of tax season.
Tax-adjacent work that is genuinely bookkeeping — not tax preparation, advice, or filing returns.
1099 preparation & filing
We collect W-9s, identify reportable vendors, and prepare and e-file your 1099-NEC and 1099-MISC information returns — these are information returns, not your income-tax return.
1099 preparation →Year-end review & CPA handoff
We reconcile, clean, and close the books for the year, then build the organized handoff package your CPA needs — so their work is faster, cheaper, and based on accurate numbers.
Year-end CPA handoff →Sales tax compliance
Nexus tracking, registration support, and filing-ready sales-tax records inside your bookkeeping, kept current month to month. We keep the sales-tax records, reconciliations and schedules your tax professional needs to file; we do not file returns.
Sales tax compliance →Where we route you honestly.
These need a licensed CPA, EA, or tax attorney. We help on the books side and coordinate — we do not file returns, advise, or represent you.
IRS problem resolution
If the IRS is asking questions, we help by fixing the underlying books and assembling records — but a CPA, EA, or tax attorney is who represents you before the IRS. Here's how that split works.
How we help with IRS issues →Tax planning
Tax strategy is your CPA's call, not ours. What we do is keep the books accurate and timely so your CPA can actually plan — we coordinate with them; we do not give tax advice.
How we coordinate planning →Speak to the ProAdvisor-led team
Not sure what's bookkeeping and what's a CPA question? Talk to a named QuickBooks ProAdvisor. We'll tell you honestly what we handle and where you need your CPA or EA.
Speak to our team →Tax, CPAs, and what TechBrot does — plainly.
Does TechBrot prepare or file my tax return?
What tax-related things DO you do?
Can you represent me before the IRS?
Do you give tax advice?
Do I still need a CPA?
Are you affiliated with the IRS or Intuit?
Start with tax-ready books
Get the books tax-ready before your CPA needs them.
Book a discovery call or get a free QuickBooks file review. We'll look at where your file stands against what your CPA will ask for at year end, prepare your 1099s, and build the handoff package — then coordinate with your CPA or EA, who files and advises. No tax advice, no pitch.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
Call (877) 751-5575. If we miss you, we return your call within one business day. Written fixed-fee scope within 3 business days. No hourly billing.


