To start, during onboarding, your Heard Accountant will walk you through the Heard Tax platform, help collect your tax documents, and make sure that we have an accurate understanding of your tax situation. Meanwhile, your Heard Bookkeeper will be at work wrapping up your year-end profit-and-loss. When your financials are complete, your Heard Accountant will connect you with your Heard Tax CPA, who will work with you to complete your returns and make any required payments.
Once your tax filings are wrapped up, your Heard Accountant and Heard CPA will set up a tax planning call with you. We’ll make sure that you’re getting the most out of your tax return so you can make informed, tax-related decisions—and hit every deduction at year-end. We take every possible measure to keep your data secure, and do not share your information with external parties.
How do taxes work with Heard? Can I get my taxes filed with Heard?
