Tax Filing

Have a trusted tax accountant take care of your tax filing so you can focus on growth.

Try Pocket for Free

Book a Demo

Let Us Take Care of Your Tax Filing Chores

Connect your systems

Connect your commerce, banking, and invoicing systems so we can produce a draft financial book.

Collaborate with a CPA to reconcile and close your book

Answer your CPA's review questions in-app, and sign off your CPA's review on a reconciled book.

Collaborate with our tax partner to file taxes

Download the Income Statement and Balance Sheet and share with our tax partner who will file the tax for you.

Annual Income Tax Filing

Annual Federal & State Income Tax Filing

For $1200, our tax partner will file your annual federal and resident state's income tax for you.

Sales Tax Filing

Sales tax filing

Although we do not handle sales tax filing, we have both technology partners and service partners to refer and recommend for your sales tax filing purpose.

FAQ

Frequently Asked Questions

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Blog

Perspectives from Thought Leaders

Filing Taxes Late? What Small Business Owners Should Do Now

Missed the April 15 tax deadline for your business? You’re not alone.

How to Loan My Business Money Safely: A 5-Step Playbook for Main Street Entrepreneurs

Are you wondering “can I loan my business money?” The answer is yes — and you should do it the right way.

How to Navigate Tariff Impacts: 5 Strategies for Small Businesses

The sudden introduction of significant tariffs on imports from many of America's trading partners has the potential to create substantial disruption for small businesses. Tariffs can directly impact profitability, supply chains, pricing strategies, and customer relationships. To effectively respond, business owners in industries like consumer packaged goods (CPG), retail, food & beverage, and services must act quickly and strategically.