By: Matt Emma

One of the most arduous tasks for entrepreneurs is tax preparation, which can be chaotic and confusing. The taxpayer has numerous tasks to keep in mind when preparing taxes, including statements, receipts, and payments. Kelli Lewis has revolutionized the accounting system with her virtual accounting firm, KelliWorks. The firm is a testimony to her passion for helping small and mid-sized businesses thrive and grow. Kelli’s passion towards inspiring these entrepreneurs goes without saying, and she finds immense pleasure and satisfaction in turning their dreams into reality. 

Though we live in times of technological advancement, there is always ambiguity when it comes to applying technology to accounting processes. Entrepreneurs are often in the dark about the extent to which accounting firms can go to help them deal with all accounting departments. This is where KelliWorks guides and simplifies the tax preparation process for entrepreneurs. Though their approach to client requirements is technology-based, the firm also understands the importance of being strategically smart to achieve success with clients. 

Simplifying the Process of Tax Preparation for Entrepreneurs

Tax preparation is a laborious task, and entrepreneurs struggle with it. Kelli Lewis, a small business expert, comes to their help with “KelliWorks, so you don’t have to”. She guides them to have the tax prepared by simplifying the entire process and making it easier to use. Her approach is transparent and transformational:

• Understand the scope of the business fully: Assess the goals of the business in totality and see how the workflow is. Check the payroll and see how the payments are made and how the cash flow is. 
• Make a note of the pitfalls and pain points: Many businesses still rely on outdated accounting models. Find out whether they are still using an obsolete accounting method that is keeping the company from succeeding. Tax preparation is no longer the same with modern accounting methods.
• Give them personalized solutions: Once the problem is identified, KelliWorks guides them by providing expert guidance on how to address the business and its accounting procedures. The firm encourages them to use modern systems that meet the needs of the growing industry.
• Motivate the businesses to set sights on long-term plans and success: Provide them with tips that are doable and achievable when it comes to preparing their taxes. Encourage them to simplify tax preparation so businesses can achieve long-term success.

KelliWorks has an easy, streamlined process that lightens the burden of tax season with simple steps that lead to success.

• Fill out the Taxpayer Organizer Form
• Download the Tax to Go App
• Complete the Tax to Go App (all tax documents, like any statements of investment accounts, W-2s, 1099s, and last year’s tax returns)
• Fill out and complete the financial information on the App
• After reviewing the form, sign the completed return

You can even request a free consultation to learn how their full-service accounting works.

KelliWorks takes the burden off entrepreneurs by guiding them in planning their taxes and making their businesses successful in the long term. Their proactive approach enables clients to identify tax-saving strategies, build a sound financial structure, and meet deadlines. If you are looking for a more innovative way to deal with your tax payments without feeling anxious and getting expert tips and guidance, then KelliWorks is the place to go. The simplified taxpayer payment process guides these entrepreneurs to take their businesses to great success and heights. 

Disclaimer: The information provided in this article is for general informational purposes only and is not intended as legal, financial, or professional advice. While we strive for accuracy, we make no representations or warranties, express or implied, about the completeness, accuracy, reliability, suitability, or availability of this information. Use of this information is at your own risk.