Are you a small business using Quickbooks Online or Xero?
Go into tax season with confidence with Pillar’s Tax-Ready Review
Your books may be reconciled. That doesn't mean they're tax ready.
Reconciliation only tells you that certain accounts have been matched to their statements. It doesn’t tell you whether transactions are classified correctly, old balances are still sitting on the balance sheet, prior-year tax adjustments carried forward properly, or anything else needs to be resolved before your tax professional starts preparing the return.
Pillar’s Tax-Ready Review helps you prepare your books for tax season by identifying the problems that need attention before tax preparation begins.
Pillar’s Tax-Ready Review at a glance
Pillar reviews your QuickBooks Online or Xero records alongside your prior-year business tax return to identify accounting issues that could complicate or delay tax preparation.
You get:
- Clear findings report
- Prioritized action plan
- 30-minute meeting with a Pillar accounting professional to walk through the results
Cost: Fixed fee of $499*
*For businesses within the standard complexity range.
Get your books ready for tax season
We review your accounting records with tax preparation in mind, looking at the areas most likely to create questions, require corrections, or generate a lot of back-and-forth.
Complete Books
Account integrity
General ledger errors and anomalies
Prior-year tax continuity
Tax-preparation readiness
Tax-Ready Findings Report
Your report includes:
Overall readiness status
What appears to be in good condition
Important findings
Why each finding matters
Recommended next steps
Priority for each item
Who should handle it
You’ll review the report in a 30-minute meeting with a Pillar accounting professional, during which we’ll walk through the results, answer your questions, and help you understand what needs to happen next.
Here's exactly what you're getting for $499
The standard Tax-Ready Review examines:
- One business entity
- QuickBooks Online or Xero file
- Current accounting records
- Prior-year business tax return
Your report will include:
- Accounting analysis
- Professional accountant review
- Written findings
- Prioritized action plan
- 30-minute findings meeting
How our Tax-Ready Review works
1. Schedule a conversation
We’ll confirm your accounting platform, business entity, and general level of complexity.
2. Provide your information
Give Pillar access to your accounting records and your prior-year business tax return.
3. We review your books
We analyze the records, check for potential issues, and compare key areas with the prior-year return.
4. Get your report
You receive a findings report with priorities and recommended next steps.
5. Talk through the results
Meet with a Pillar accounting professional to discuss the findings.
6. Decide what happens next
Fix the issues yourself, engage Pillar for cleanup, or discuss ongoing accounting support.
Need help fixing what we find?
If you choose to have Pillar perform a qualifying cleanup engagement, 50% of your Tax-Ready Review fee ($250) can be credited toward the cleanup.
Credit terms, qualifying work, and expiration period apply.
Request your Tax-Ready Review
FAQ about getting ready for tax season
How do I prepare my small business for tax season?
Start by making sure your accounting records are complete, key accounts are reconciled, unusual or incorrectly classified transactions are addressed, and your current books are consistent with the prior-year tax return. Pillar’s Tax-Ready Review helps you identify what needs attention before you hand your books to your tax professional.
My books are already reconciled. Why do I need a review?
Reconciliation is one part of accounting readiness. Other issues can still exist in transaction classifications, account balances, completeness, prior-year adjustments, and other areas. The review looks at the bigger picture before you hand your books to your tax professional.
Does the review include fixing the problems you find?
The review identifies and prioritizes issues. Cleanup is a separate engagement. If you choose to engage Pillar for qualifying cleanup work, 50% of your review fee can be credited toward the cleanup, subject to the applicable terms.
Does this replace my tax professional?
No, Pillar assesses accounting readiness. Your tax professional remains responsible for tax-return preparation and tax conclusions.
Do you prepare my tax return?
No, the Tax-Ready Review is an accounting readiness service. Your tax professional remains responsible for preparing your tax return.
What accounting software do you support?
The Tax-Ready Review currently supports QuickBooks Online and Xero.
What if you find problems?
You’ll receive a prioritized action plan explaining what was found, why it matters, what should happen next and who should address it. You can use that plan to make the corrections yourself or ask Pillar to provide a separate cleanup proposal.
How long does the review take?
The review takes approximately five business days after Pillar receives all required information and access.