Audit + Tax Bundle
Our most popular engagement. One firm, one team, one fixed fee.
The Smarter Way to Handle Your Audit and Taxes
Why use two different firms—one for your audit and one for your taxes—when the numbers have to match anyway? Guidepost's Audit + Tax Bundle is our most popular engagement because it eliminates the disconnect that happens when your auditor and your tax preparer aren't talking to each other.
One firm prepares your audited financial statements and your business tax return, ensuring complete consistency. One point of contact. One fixed fee. No year-end surprises.
Clients who bundle save time, avoid reconciliation headaches, and typically save 10–15% compared to engaging two separate firms. Your audit team already knows your financials inside and out—why make a different firm learn everything from scratch just to file your taxes?
What's Included in the Bundle
- Everything in the Broker Audit engagement
- Business tax return preparation (federal and state)
- Consistency review between audit report and tax filing
- Tax planning consultation during audit fieldwork
- NMLS filing assistance
- Single fixed-fee proposal covering both services
Who Should Bundle Audit + Tax
Any mortgage brokerage that needs both an annual audit and tax return
If your warehouse lender requires audited statements and you file a business tax return (which you do), bundling is the obvious choice.
Companies tired of reconciling differences between audit and tax numbers
If you've experienced conflicting guidance from separate firms, bundling solves this permanently.
Businesses looking to simplify their year-end compliance process
One proposal, one timeline, one firm responsible for both deliverables. Easier to manage and faster to execute.
Our Process
Consultation
We assess your brokerage, warehouse lender requirements, state regulations, and tax planning priorities. We discuss your expected revenue, expenses, and any tax optimization opportunities.
Audit Fieldwork
Our team executes comprehensive audit procedures while collecting tax documentation. This parallel approach saves time and ensures accuracy.
Tax Preparation (concurrent)
While audit fieldwork is underway, we begin preparing your tax return based on the financial data we're testing. This creates automatic consistency between audit and tax.
Consistency Review
We review the draft audit report against the draft tax return to ensure every number ties together perfectly. No surprises, no reconciliation headaches.
Final Delivery
Both audit report and tax return delivered together, fully integrated and ready for lender submission and tax filing. One point of contact throughout.
The Real Value of Bundling
Complete Consistency
Same revenue figures, same deductions, same depreciation. No manual reconciliation between audit and tax because they come from the same source.
Tax Planning Built In
During fieldwork, we discuss S-Corp elections, entity optimization, estimated payments, and multi-state strategies. Tax planning isn't an afterthought.
Faster Execution
Parallel audit and tax work means quicker overall turnaround. You get both deliverables simultaneously, not audit then tax weeks later.
Cost Savings
10-15% savings vs. separate firms, plus no duplicate meetings, no redundant data gathering, no communication overhead.
Bundle FAQ
Frequently Asked Questions
How much can I save by bundling audit and tax services?
Clients typically save 10-15% compared to engaging separate firms. More importantly, you avoid the reconciliation headaches that happen when your auditor and tax preparer aren't communicating. We provide a single fixed fee that covers both services with no surprises.
Why does having one firm prepare both matter?
When audit and tax are done by different firms, discrepancies often emerge: depreciation methods differ, accrual vs. cash basis treatment varies, deduction timing doesn't match. Your auditor gets one number and your tax preparer gets another, creating months of back-and-forth. One firm eliminates this entirely. We prepare the audit, then the tax return from the same audited numbers.
How long does the bundle process take?
Standard turnaround is 4-5 weeks from complete document submission. Because we conduct audit fieldwork and tax preparation concurrently, bundling doesn't take longer than a separate audit would. It's faster than engaging two separate firms sequentially.
Can we discuss tax planning during the audit?
Absolutely. This is one of the biggest advantages of bundling. During audit fieldwork, we discuss tax strategies like S-Corp elections, entity structure optimization, multi-state tax planning, and estimated payment timing. We build tax strategy into the process rather than filing taxes after the fact.
Expand Your Partnership
Many clients add additional services to their bundle engagement:
- Bookkeeping & CFO Advisory
Monthly bookkeeping ensures clean books before audit fieldwork begins, reducing audit time and cost.
- Other Mortgage Accounting Services
Explore additional services like financial reviews, broker-specific audits, or lender audits.
Ready to Get Started?
Schedule a free consultation to discuss your audit and tax needs. We'll walk through the bundle process and show you exactly how bundling saves time and money.
Or reach out directly