We can discuss what makes the most sense for you and your practice. Just like in the mental health profession, clients sometimes switch professionals in the accounting world for various practical reasons.
If you're looking to completely transition both your bookkeeping and your taxes to Heard, we will ask you to upload the relevant bookkeeping items to help you transition.
If you're only looking to use our bookkeeping services and want to file with an accountant outside of Heard, please opt out of tax services. You can provide your outside accountant with your year's Profit and Loss Statements from Heard.
Heard is unable to prepare just a Schedule C and not the full tax return. As a Sole Proprietor, your Schedule C ( business tax return) accompanies your individual tax return (Form 1040.) Heard is unable to prepare just a Schedule C and not the full tax return.