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

Integrated with

Blog

Perspectives from Thought Leaders

Introducing myPocketCFO’s AI Copilot: Instant Financial Insights at Your Fingertips

Running a business means constantly juggling financial data, making critical decisions, and staying ahead of key financial trends. But what if you had an AI-powered Copilot ready to provide instant insights whenever you needed them?

How to Create a Sales Forecast for Multi-Channel CPG Businesses

In our experience working with hundreds of entrepreneurs, we've found that an accurate sales forecast can significantly tip the scales toward success for small businesses. In this post, we'll explain the basics of creating a sales forecast tailored specifically for multi-channel CPG businesses with diverse product portfolios.

Understanding Financial Statements for Small Business: A Complete Guide

Financial statements for small business owners are essential tools for evaluating your company's financial health, securing funding, and making informed strategic decisions.