Tax season, without the scramble.
Most tax-season stress comes from incomplete records, not the return itself. Sumday keeps your books organized throughout the year and works directly with your CPA or enrolled agent, so they receive clean, reconciled information and you receive fewer last-minute requests.
What’s included
Tax Coordination, done properly.
Year-end package
Reconciled financial statements, fixed-asset and loan schedules, and supporting reports prepared for your tax professional.
Tax professional liaison
We answer your preparer’s bookkeeping questions directly, so you are not the go-between.
Sales tax tracking
Recording sales tax collected and payable in your books, and organizing the data your filer needs.
Estimated payment reminders
Calendar reminders for the estimated payments your tax professional recommends.
Contractor information
Collecting vendor tax forms during the year so year-end contractor reporting is easier.
Document organization
A secure, organized archive of the statements and records that support your books.
A good fit for
Is this right for you?
- Owners whose tax preparer spends the first weeks of every year cleaning up the books
- Businesses collecting sales tax across channels or locations
- Anyone who wants to bring their tax professional better information, sooner
What you receive
Agreed deliverables, confirmed in your scope before work begins.
- Year-end package for your tax professional
- Sales tax liability tracking
- Organized supporting documents
- Estimated payment calendar
How it works
A clear, steady process.
Meet your preparer
With your permission, we confirm what your tax professional needs and when.
Stay organized all year
Monthly books are kept to the standard your preparer expects.
Hand off cleanly
At year-end, the package is delivered and follow-up questions come to us.
Scope & professional boundaries
Sumday does not prepare or file tax returns, provide tax advice or represent clients before tax authorities. These services must be provided by an appropriately licensed professional, such as a CPA or enrolled agent. If you do not have one, we can share introductions to independent providers; any engagement is between you and that provider.
Questions
Frequently asked.
Will you file my taxes?
No. Sumday prepares tax-ready records and coordinates with your licensed tax professional, who prepares and files your returns.
I don’t have a tax professional. Can you help?
We can share introductions to independent licensed professionals. You choose whether to engage them.
Do you file sales tax returns?
Sales tax filing is not included by default. We track the liability in your books and organize the data needed by whoever files.
Let’s talk
Tell us what your business needs.
Share a few details and we’ll follow up to confirm the right scope. You can also estimate your monthly plan with the plan builder.
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