02 · Proactive Tax-Ready Accounting
Proactive Tax-Ready Accounting
"Can we correct the current tax year before it becomes an emergency?"
02
Proactive Tax-Ready Accounting
Proactive is the engagement most owners actually need. Eon does the work: current-year bookkeeping cleanup or reconstruction, reconciliation, business and rental-property accounting, owner transaction analysis, property and debt schedules, and the coordination with your tax professional so the return is built on a complete picture instead of a partial one.
Starting at
$10,000
What is included
Delivered at this level.
- Current-year bookkeeping cleanup or reconstruction
- Reconciliation of relevant financial accounts
- Business and rental-property accounting
- Owner transaction analysis
- Property, mortgage, and debt schedules
- Implementation of tax-professional-approved strategies
- Centralized tax-preparer accounting package
- Owner Financial Profile
- Coordination with your tax professional
Who this is for
The right owner.
Owners who want to address the current year proactively, prepare for year-end decisions, and avoid an expensive filing emergency.
Owners who are in the middle of a tax year and do not want to arrive at April with unresolved accounting questions. Also owners whose tax professional has flagged that the records are not clean enough to file confidently. Proactive engagements typically start any time from summer through the fall preceding the return.
How it runs
The process, step by step.
01
Scoping
The Fit Review confirms the engagement is a fit. If a Diagnostic was completed first, its roadmap becomes the scope.
02
Records intake
You supply bank and credit-card statements, property documents, mortgage records, and prior returns. Eon builds the working file.
03
Reconstruction
Eon rebuilds the accounting: reconciliations, categorization, owner transaction analysis, property and debt schedules.
04
Tax-preparer handoff
You receive a centralized tax-preparer accounting package plus an Owner Financial Profile. Eon coordinates directly with your tax professional as needed.
Pricing
$10,000 to start.
$10,000 is the base for a Proactive engagement with typical complexity: one operating business, up to three rental properties, moderate transaction volume, and reasonably intact prior records. Multi-entity operators, heavy real estate portfolios, or reconstruction across multiple prior years scale the price upward.
Final scope is confirmed on the Fit Review call. See how pricing scales.
Book a consultation
Start with a Fit Review.
Every paid engagement begins with a complimentary Fit Review. Pick a time below and we will confirm whether this is the right engagement for your situation.
Reserve a Fit Review call
A 30 minute consultation with Evie. Come with your last two tax returns, a list of your businesses and properties, and one current draft return or tax estimate if you have one.
Cal.com booking embed loads here.
Phase 1 placeholder. The live scheduler arrives with Phase 2 of the build, alongside the digital storefront.
Questions
What owners usually ask about Proactive Tax-Ready Accounting.
Ready to see whether this fits?
The Fit Review is complimentary. You will leave the call knowing whether Proactive Tax-Ready Accounting is the right engagement, or whether another path serves you better.