Offer personal tax prep, business tax prep, and bookkeeping support through New England Tax Services.

Conecta partners with New England Tax Services so tax offices can keep more client relationships, say yes to more tax and bookkeeping work, and route specialized prep support to Ernie's team when they need backup.

  • Personal and business tax prep support
  • Bookkeeping cleanup and catch-up support
  • Your office keeps the client relationship

Ready to offer more tax and bookkeeping support without building every specialty in-house?

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Who this helps

New England Tax Services is a practical partner when your office wants to keep the client relationship but needs experienced backup for personal returns, business returns, bookkeeping cleanup, or review support.

Solo tax preparers

Preparers who mostly handle individual returns but want a partner when business or bookkeeping work comes in.

Small tax offices

Offices that want to offer more return types and bookkeeping support without hiring a full in-house specialty team.

Bookkeepers and accounting offices

Firms that need tax-prep backup, year-end books support, or cleanup help tied to filing readiness.

Bilingual offices serving small business owners

Offices serving Latino small business owners who need business return and bookkeeping support without turning clients away.

Offices with overflow or specialty requests

Teams that get S-Corp, partnership, LLC, multi-state, or bookkeeping requests they do not want to lose.

About New England Tax Services

New England Tax Services, led by Ernie, supports Conecta users with tax preparation and bookkeeping workflows that help offices serve more clients without building every specialty in-house.

Conecta does not prepare tax returns or provide bookkeeping services directly. Conecta partners with New England Tax Services so your office can introduce clients for prep, cleanup, catch-up, review, and year-end support while you stay the trusted relationship source.

Services you can route through New England Tax Services

Your office keeps the client relationship. New England Tax Services handles the prep, bookkeeping cleanup, catch-up work, review support, or year-end readiness behind the scenes when you need backup.

When appropriate, workflows can be structured so your office remains the client-facing point of contact. Scope, pricing, and workflow details are confirmed during partner onboarding.

Personal tax preparation

Individual return support when your office needs extra capacity or specialized backup.

  • Individual returns
  • Personal filing support
  • Tax season overflow support
  • Review and backup for individual clients

Business tax preparation

Business return support for offices that want to keep the client without building every entity specialty in-house.

  • S-Corp returns
  • C-Corp returns
  • Partnership / multi-member LLC returns
  • Schedule C support
  • Multi-state business returns
  • Business return review before filing
  • White-label backend preparation when your office keeps the client

Bookkeeping cleanup

Help clients get disorganized records into shape before tax work moves forward.

  • Disorganized books review
  • Chart of accounts cleanup
  • Transaction categorization support
  • Records cleanup before filing

Catch-up bookkeeping

Support for clients who are behind on books and need a practical catch-up path.

  • Prior-month catch-up
  • Prior-quarter catch-up
  • Prior-year catch-up support
  • Cleanup tied to filing deadlines

Monthly bookkeeping support

Ongoing bookkeeping support for small businesses when your office wants to offer the service without doing every monthly close in-house.

  • Monthly transaction support
  • Reconciliation support
  • Small business monthly bookkeeping
  • Year-round books maintenance

Review-only support

When your office prepares the return but wants an experienced second set of eyes before filing.

  • Business return review
  • Complex return review
  • Pre-filing quality check
  • Backup for returns outside your comfort zone

Year-end tax-ready books

Year-end bookkeeping support so business clients are ready for tax preparation and filing.

  • Year-end close support
  • Tax-ready financials
  • Books tied to business return prep
  • Small business year-end cleanup

Common client moments your office can keep

These are practical situations where introducing New England Tax Services can help your office say yes instead of referring the client elsewhere.

  1. A 1040 client starts a side business

    A longtime individual client now has Schedule C or entity questions and needs more than a simple 1040 workflow.

  2. Books need cleanup before filing

    A small business owner brings messy records and needs cleanup before tax prep can move forward responsibly.

  3. A client forms an LLC and needs tax help

    A new entity needs return guidance, and your office wants to keep the relationship without guessing on entity-level prep.

  4. An S-Corp or partnership return comes in

    A preparer gets a business return they do not want to turn away or handle entirely on their own.

  5. A bookkeeping client needs year-end tax prep support

    Monthly bookkeeping work reveals year-end filing needs that require coordinated tax prep support.

  6. Overflow support during tax season

    Your office needs backup capacity during peak season without sending clients to a competitor.

What this unlocks for your practice

  • Say yes to more personal tax, business tax, and bookkeeping requests without building every specialty in-house.
  • Keep client relationships your office has already earned instead of referring work away.
  • Add backup capacity during tax season or for returns outside your core comfort zone.
  • Offer bookkeeping cleanup, catch-up, and year-end support tied to tax prep readiness.

How the workflow works

  • Step 1: A client asks your office for tax prep or bookkeeping help.
  • Step 2: Your office collects the basic information and documents.
  • Step 3: New England Tax Services handles the prep, bookkeeping, cleanup, or review support.
  • Step 4: Your office stays the trusted client relationship source and delivers the service through your workflow.

Keep the client. Offer the service. Let New England Tax Services help with the backend work.

Get started Demo